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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

124 hedge funds and large institutions have $72.9M invested in Invesco WilderHill Clean Energy ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-10
Holders Change %
-7.46%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
36
Closed
17
Calls
$114K
Puts
$158K
Net Calls
-$44K
Net Calls Change
+$53K

Top Buyers

1
Citigroup
Citigroup
New York
$7.66M
2
UBS Group
UBS Group
Switzerland
$3.99M
3
Bank of America
Bank of America
North Carolina
$9.53M
4
Morgan Stanley
Morgan Stanley
New York
$18.1M
5
JGUA
John G. Ullman & Associates
New York
$2.36M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$1K
2
Macquarie Group
Macquarie Group
Australia
$0
3
Goldman Sachs
Goldman Sachs
New York
$3.03M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.55M
5
TRCT
Tower Research Capital (TRC)
New York
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.1M +$1.5M +74,767 +9%
Bank of America
2
Bank of America
North Carolina
$9.53M +$2.3M +115,046 +32%
Citigroup
3
Citigroup
New York
$7.66M +$7.04M +351,611 +1,146%
UBS Group
4
UBS Group
Switzerland
$3.99M +$3.25M +162,429 +441%
A
5
Allianz
Germany
$3.79M +$200K +10,000 +6%
Goldman Sachs
6
Goldman Sachs
New York
$3.03M -$1.81M -90,540 -37%
JGUA
7
John G. Ullman & Associates
New York
$2.36M +$1.28M +63,900 +119%
RJA
8
Raymond James & Associates
Florida
$1.99M -$6.09K -304 -0.3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.63M +$1.28M +63,734 +364%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$1.55M -$1.23M -61,575 -44%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$1.44M -$608K -30,350 -30%
TFF
12
The Family Firm
Maryland
$1.37M -$4.25K -242 -0.3%
LPL Financial
13
LPL Financial
California
$1.32M -$633K -31,618 -32%
Wells Fargo
14
Wells Fargo
California
$1.23M +$116K +5,813 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1M -$314K -15,688 -24%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$939K -$100K -5,011 -10%
Osaic Holdings
17
Osaic Holdings
Arizona
$923K -$19.1K -956 -2%
Truist Financial
18
Truist Financial
North Carolina
$919K -$11.9K -592 -1%
Ameriprise
19
Ameriprise
Minnesota
$736K -$1.96K -98 -0.3%
MWP
20
Moller Wealth Partners
$733K +$50.5K +2,520 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$709K +$235K +11,746 +50%
GWP
22
Gateway Wealth Partners
Wisconsin
$661K +$64K +3,194 +11%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$589K -$365K -18,219 -38%
Wealthfront Advisers
24
Wealthfront Advisers
California
$507K +$54.5K +2,722 +12%
TRCT
25
Tower Research Capital (TRC)
New York
$500K -$1.18M -58,739 -70%
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