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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

144 hedge funds and large institutions have $107M invested in Invesco WilderHill Clean Energy ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 32 closing their positions.

Holders
144
Holders Change
-18
Holders Change %
-11.11%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
42
Closed
32
Calls
$618K
Puts
$263K
Net Calls
+$355K
Net Calls Change
+$358K

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
A
3
Allianz
Germany
$3.94M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.33M
5
CI
5
CX Institutional
Indiana
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
AFA
2
Arlington Financial Advisors
California
$0
3
LPL Financial
3
LPL Financial
California
$3.05M
4
IW
4
Instrumental Wealth
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$115
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.4M 800,163 -586,523 -42%
Citigroup
2
Citigroup
New York
$15M 653,420 +625,698 +2,257%
Bank of America
3
Bank of America
North Carolina
$13.6M 590,744 +241,203 +69%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$5.15M 223,249 – –
Goldman Sachs
5
Goldman Sachs
New York
$5.05M 219,049 -40,416 -16%
A
6
Allianz
Germany
$3.94M 171,068 +171,068 New
CS
7
Credit Suisse
Switzerland
$3.86M 167,660 -32,498 -16%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$3.33M 144,378 +120,830 +513%
LPL Financial
9
LPL Financial
California
$3.05M 132,111 -91,326 -41%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.98M 129,254 +18,225 +16%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$2.33M 101,234 +18,441 +22%
RJA
12
Raymond James & Associates
Florida
$2.28M 98,719 +2,318 +2%
JGUA
13
John G. Ullman & Associates
New York
$2.02M 87,700 +24,550 +39%
CI
14
CX Institutional
Indiana
$1.7M 73,682 +73,682 New
TFF
15
The Family Firm
Maryland
$1.55M 67,378 +7,356 +12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.51M 65,528 -4,052 -6%
BHB
17
Bank Hapoalim BM
Israel
$1.45M 63,070 -37,841 -37%
Wells Fargo
18
Wells Fargo
California
$1.28M 55,580 +3,755 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.14M 49,249 -25,578 -34%
Truist Financial
20
Truist Financial
North Carolina
$1.13M 49,039 -16,939 -26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$952K 41,308 -19,661 -32%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$872K 37,819 -2,640 -7%
Ameriprise
23
Ameriprise
Minnesota
$831K 36,045 +832 +2%
GWP
24
Gateway Wealth Partners
Wisconsin
$797K 34,563 -8,359 -19%
MWP
25
Moller Wealth Partners
$774K 33,575 +7,474 +29%
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