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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

134 hedge funds and large institutions have $70.7M invested in Invesco WilderHill Clean Energy ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-10
Holders Change %
-6.94%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
36
Reduced
29
Closed
23
Calls
$115K
Puts
$212K
Net Calls
-$97K
Net Calls Change
-$452K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$3.29M
2
TRCT
Tower Research Capital (TRC)
New York
$1.69M
3
Morgan Stanley
Morgan Stanley
New York
$16.7M
4
Goldman Sachs
Goldman Sachs
New York
$4.87M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$353K

Top Sellers

1
Citigroup
Citigroup
New York
$618K
2
Bank of America
Bank of America
North Carolina
$7.27M
3
CI
CX Institutional
Indiana
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$948K
5
BHB
Bank Hapoalim BM
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.7M +$586K +29,059 +4%
Bank of America
2
Bank of America
North Carolina
$7.27M -$4.64M -230,194 -39%
Goldman Sachs
3
Goldman Sachs
New York
$4.87M +$454K +22,548 +10%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$4.5M – – –
A
5
Allianz
Germany
$3.61M +$161K +8,000 +5%
Macquarie Group
6
Macquarie Group
Australia
$3.29M +$3.29M +163,502 New
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$2.8M -$104K -5,186 -4%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$2.06M +$22.8K +1,131 +1%
RJA
9
Raymond James & Associates
Florida
$2.01M +$22.2K +1,101 +1%
LPL Financial
10
LPL Financial
California
$1.96M -$700K -34,746 -26%
TRCT
11
Tower Research Capital (TRC)
New York
$1.69M +$1.53M +76,024 +992%
TFF
12
The Family Firm
Maryland
$1.35M +$186K +10,817 +16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.32M +$2.24K +111 +0.2%
Wells Fargo
14
Wells Fargo
California
$1.12M -$1.05K -52 -0.1%
JGUA
15
John G. Ullman & Associates
New York
$1.08M -$685K -34,000 -39%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.05M +$53K +2,632 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$958K +$328K +16,271 +52%
Osaic Holdings
18
Osaic Holdings
Arizona
$948K -$1.66M -82,197 -64%
Truist Financial
19
Truist Financial
North Carolina
$936K -$51.7K -2,567 -5%
Ameriprise
20
Ameriprise
Minnesota
$743K +$16.2K +806 +2%
UBS Group
21
UBS Group
Switzerland
$742K +$167K +8,273 +29%
MWP
22
Moller Wealth Partners
$686K +$9.77K +485 +1%
Citigroup
23
Citigroup
New York
$618K -$12.5M -622,729 -95%
WANY
24
Wealthspire Advisors (New York)
New York
$615K +$132K +6,538 +27%
GWP
25
Gateway Wealth Partners
Wisconsin
$600K -$96.3K -4,781 -14%
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