PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

163 hedge funds and large institutions have $127M invested in Invesco WilderHill Clean Energy ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
51
Closed
13
Calls
$773K
Puts
$326K
Net Calls
+$447K
Net Calls Change
+$127K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$3.17M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$1.65M
3
CI
3
CX Institutional
Indiana
$1.32M
4
JGUA
4
John G. Ullman & Associates
New York
$3.06M
5
Fidelity International
5
Fidelity International
Bermuda
$600K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.2M
2
ACM
2
Avalon Capital Management
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.91M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.2M 644,253 +15,329 +2%
Bank of America
2
Bank of America
North Carolina
$13.2M 420,858 -289,633 -41%
Goldman Sachs
3
Goldman Sachs
New York
$9.03M 287,426 +5,318 +2%
LPL Financial
4
LPL Financial
California
$7.61M 242,142 -17,610 -7%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$7.03M 223,698 +245 +0.1%
CS
6
Credit Suisse
Switzerland
$6.3M 200,587 +1,951 +1%
BHB
7
Bank Hapoalim BM
Israel
$3.17M 100,911 +100,911 New
GW
8
GW & Wade
Massachusetts
$3.16M 100,432 -11,220 -10%
JGUA
9
John G. Ullman & Associates
New York
$3.06M 97,350 +27,650 +40%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.03M 96,329 +12,134 +14%
RJA
11
Raymond James & Associates
Florida
$3.02M 96,095 -104 -0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.46M 78,297 -3,955 -5%
Truist Financial
13
Truist Financial
North Carolina
$2.08M 66,021 -18,243 -22%
TFF
14
The Family Firm
Maryland
$1.95M 62,068 -1,748 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.91M 60,783 -40,138 -40%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$1.65M 52,410 +52,410 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.61M 51,253 +10,078 +24%
Wells Fargo
18
Wells Fargo
California
$1.61M 51,194 -32,257 -39%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.52M 48,354 -36,889 -43%
UBS Group
20
UBS Group
Switzerland
$1.48M 47,029 +3,436 +8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.33M 42,202 -1,117 -3%
NAM
22
NTV Asset Management
West Virginia
$1.32M 42,125 +534 +1%
CI
23
CX Institutional
Indiana
$1.32M 42,065 +42,065 New
CIBC World Market
24
CIBC World Market
Ontario, Canada
$1.15M 36,726 +9,829 +37%
IW
25
Instrumental Wealth
Florida
$1.1M 36,723 +13,313 +57%
1
2 3 4 5