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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

127 hedge funds and large institutions have $65.5M invested in Invesco WilderHill Clean Energy ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
22
Reduced
40
Closed
15
Calls
$50K
Puts
$370K
Net Calls
-$320K
Net Calls Change
-$276K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.71M
2
Citigroup
2
Citigroup
New York
$9.38M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.79M
4
AGM
4
Alpine Global Management
New York
$749K
5
A
5
Allianz
Germany
$4.49M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.72M
2
UBS Group
2
UBS Group
Switzerland
$494K
3
GWP
3
Gateway Wealth Partners
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$737K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.8M 887,694 -16,295 -2%
Citigroup
2
Citigroup
New York
$9.38M 468,768 +86,466 +23%
A
3
Allianz
Germany
$4.49M 219,068 +30,000 +16%
Goldman Sachs
4
Goldman Sachs
New York
$3.79M 189,544 +38,487 +25%
Bank of America
5
Bank of America
North Carolina
$3.72M 186,020 -289,576 -61%
Raymond James Financial
6
Raymond James Financial
Florida
$2.71M 135,414 +135,414 New
JGUA
7
John G. Ullman & Associates
New York
$2.52M 125,800 +8,200 +7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.04M 101,917 +20,664 +25%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$1.59M 79,421 +7,406 +10%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$1.43M 71,302 -6,315 -8%
TFF
11
The Family Firm
Maryland
$1.26M 62,774 -15,179 -19%
LPL Financial
12
LPL Financial
California
$1.11M 55,394 -10,353 -16%
Truist Financial
13
Truist Financial
North Carolina
$887K 44,346 -1,534 -3%
TRCT
14
Tower Research Capital (TRC)
New York
$879K 43,933 +18,982 +76%
Osaic Holdings
15
Osaic Holdings
Arizona
$838K 41,896 -4,205 -9%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$822K 41,082 +27,099 +194%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$784K 39,203 -10,748 -22%
AGM
18
Alpine Global Management
New York
$749K 37,440 +37,440 New
Wells Fargo
19
Wells Fargo
California
$737K 36,813 -24,528 -40%
MWP
20
Moller Wealth Partners
$680K 33,983 -2,597 -7%
UBS Group
21
UBS Group
Switzerland
$494K 24,689 -174,556 -88%
Wealthfront Advisers
22
Wealthfront Advisers
California
$465K 23,232 -2,088 -8%
Ameriprise
23
Ameriprise
Minnesota
$441K 21,545 -15,208 -41%
WANY
24
Wealthspire Advisors (New York)
New York
$425K 21,245 -348 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$414K 20,682 -8,681 -30%
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