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iPath Series B Carbon Exchange-Traded Notes

20 hedge funds and large institutions have $3.57M invested in iPath Series B Carbon Exchange-Traded Notes in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
5
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
1
Avidian Wealth Enterprises
Texas
$632K +$143K +3,990 +29%
OMC
2
Old Mission Capital
Illinois
$614K
Jane Street
3
Jane Street
New York
$356K -$111K -3,099 -24%
KPWS
4
Kestra Private Wealth Services
Texas
$346K +$346K +9,695 New
TF
5
Trek Financial
Arizona
$338K +$338K +9,469 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$333K -$126K -3,516 -27%
AWS
7
Atria Wealth Solutions
New York
$232K +$7.96K +68 +4%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$231K
Osaic Holdings
9
Osaic Holdings
Arizona
$179K -$289K -8,100 -62%
SS
10
Sunbelt Securities
Texas
$98K +$98K +2,770 New
UBS Group
11
UBS Group
Switzerland
$61.4K -$9.75K -273 -14%
Simplex Trading
12
Simplex Trading
Illinois
$57K -$3.96K -112 -7%
LC
13
Lindbrook Capital
California
$32.1K
GRP
14
Global Retirement Partners
California
$14.2K
Barclays
15
Barclays
United Kingdom
$13K
Morgan Stanley
16
Morgan Stanley
New York
$12.5K
AWM
17
Ameliora Wealth Management
Switzerland
$11K
Wells Fargo
18
Wells Fargo
California
$6.25K +$6.25K +175 New
HWA
19
HHM Wealth Advisors
Tennessee
$4.11K
SSB
20
Sandy Spring Bank
Maryland
$715
Bank of America
21
Bank of America
North Carolina
$210 -$451
FTUS
22
Flow Traders U.S.
New York
-$764K -24,166 Closed
KAS
23
Kestra Advisory Services
Texas
-$603K -19,059 Closed
WAM
24
Worth Asset Management
Texas
-$36.2K -1,145 Closed
SWM
25
Spire Wealth Management
Virginia
-$6K -197 Closed