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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

160 hedge funds and large institutions have $171M invested in Invesco WilderHill Clean Energy ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
46
Closed
23
Calls
$695K
Puts
$375K
Net Calls
+$320K
Net Calls Change
-$120K

Top Buyers

1
JGUA
1
John G. Ullman & Associates
New York
$2.8M
2
Jane Street
2
Jane Street
New York
$1.07M
3
IW
3
Instrumental Wealth
Florida
$1.01M
4
CAN
4
Cetera Advisor Networks
California
$1.93M
5
CG
5
Cutler Group
California
$846K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.5M 710,491 -520,330 -42%
Morgan Stanley
2
Morgan Stanley
New York
$25.2M 628,924 -133,265 -17%
Goldman Sachs
3
Goldman Sachs
New York
$11.3M 282,108 -313,034 -53%
LPL Financial
4
LPL Financial
California
$10.4M 259,752 +10,785 +4%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$8.97M 223,453 -7,777 -3%
CS
6
Credit Suisse
Switzerland
$7.97M 198,636 -16,351 -8%
GW
7
GW & Wade
Massachusetts
$4.48M 111,652 -14,583 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.05M 100,921 +4,379 +5%
RJA
9
Raymond James & Associates
Florida
$3.86M 96,199 -7,813 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.42M 85,243 +8,210 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.38M 84,195 -12,408 -13%
Truist Financial
12
Truist Financial
North Carolina
$3.38M 84,264 -8,306 -9%
Wells Fargo
13
Wells Fargo
California
$3.35M 83,451 -5,724 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.3M 82,252 +7,500 +10%
JGUA
15
John G. Ullman & Associates
New York
$2.8M 69,700 +69,700 New
TFF
16
The Family Firm
Maryland
$2.56M 63,816 -387 -0.6%
CAN
17
Cetera Advisor Networks
California
$1.93M 48,042 +17,974 +60%
UBS Group
18
UBS Group
Switzerland
$1.75M 43,593 +1,531 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.74M 43,319 +2,632 +6%
NAM
20
NTV Asset Management
West Virginia
$1.67M 41,591 -8,434 -17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.65M 41,175 -6,232 -13%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.53M 38,135 -1,982 -5%
ACM
23
Avalon Capital Management
California
$1.51M 37,743 +11,796 +45%
Ameriprise
24
Ameriprise
Minnesota
$1.36M 33,881 +456 +1%
SPIA
25
Steward Partners Investment Advisory
New York
$1.23M 30,667 -3,650 -11%
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