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Get Institutions for : 
Invesco WilderHill Clean Energy ETF (PBW)  
$21.53 0.18 (0.83%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    13
Total shares held : 
 4,050,148  
% of shares held : 
 26.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 26,915  
% of shares held change : 
   0.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.12  
Last Quarter's Ending Price : 
 $29.72  
Last Quarter's Average Price : 
 $27.60  
Change from last quarter's     
avg. price to the last closing  : 
6.07 (21.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 382,978
 9.46%
 
Increased Positions :
36
 290,454
 7.17%
 
Unchanged Positions :
45
 150,800
 3.72%
 
Decreased Positions :
50
-306,334
-7.56%
 
Closed Positions :
33
-340,183
-8.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Gateway Wealth Partners LLC 51 *New 2023-12-31 42,922 $1,276,000 42,922
   SPRINGBOK CAPITAL MANAGEMENT LLC 275 *New 2023-12-31 29,274 $870,000 29,274
   D E SHAW & CO INC 2088 *New 2023-12-31 23,548 $700,000 23,548
   BALYASNY ASSET MANAGEMENT LLC 1292 *New 2023-12-31 22,207 $660,000 22,207
   FLOW TRADERS U.S. LLC 435 *New 2023-12-31 20,969 $623,000 20,969
   PATHSTONE FAMILY OFFICE, LLC 1266 *New 2023-09-30 10,214 $321,000 10,214
   Kepos Capital LP 75 *New 2023-12-31 10,207 $303,000 10,207
   HRT FINANCIAL LLC 1484 *New 2023-12-31 9,968 $296,000 9,968
   RENAISSANCE TECHNOLOGIES LLC 3084 *New 2023-12-31 7,700 $229,000 7,700
   LeJeune Puetz Investment Counsel LLC 193 *New 2023-03-31 2,500 $101,000 2,500
   ADVISORY SERVICES NETWORK, LLC 2140 *New 2023-12-31 1,271 $38,000 1,271
   GUARDIAN WEALTH ADVISORS LLC / NC 389 *New 2023-12-31 225 $7,000 225
   Aptus Capital Advisors LLC 811 *New 2023-12-31 225 $7,000 225
   Scarborough Advisors LLC 446 *New 2023-12-31 185 $6,000 185
   MATHER GROUP, INC. 1308 *New 2024-03-31 205 $6,000 205
   FSA Wealth Management LLC 466 *New 2023-12-31 143 $4,000 143
   TOMPKINS FINANCIAL CORP 582 *New 2024-03-31 100 $2,000 100
   Heritage Wealth Advisors 720 *New 2023-12-31 1 $0 1
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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