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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

249 hedge funds and large institutions have $410M invested in Invesco WilderHill Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
73
Reduced
74
Closed
31
Calls
$23.6M
Puts
$20.1M
Net Calls
+$3.52M
Net Calls Change
+$8.14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.2M
2
SM
2
SG3 Management
Puerto Rico
$7.3M
3
CS
3
Credit Suisse
Switzerland
$12.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$2.42M
5
TI
5
Trexquant Investment
Connecticut
$2.02M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.74M
2
CPO
2
Cerity Partners OCIO
New York
$0
3
TC
3
Trilogy Capital
California
$0
4
Bank of America
4
Bank of America
North Carolina
$70M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
226
Bogart Wealth LLC
Virginia
$4K +$78 +1 +2%
Koshinski Asset Management
227
Koshinski Asset Management
Illinois
$3.57K +$3.57K +50 New
Simplex Trading
228
Simplex Trading
Illinois
$3K -$771K -11,052 -100%
AWM
229
Avior Wealth Management
Nebraska
$3K -$3K -43 -50%
ADL
230
Asset Dedication LLC
California
$3K – – –
HFA
231
HC Financial Advisors
California
$3K – – –
NFSG
232
Newbridge Financial Services Group
Florida
$3K +$3K +42 New
BBPWM
233
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3K +46 New
BA
234
Bellwether Advisors
Nebraska
$3K +$3K +55 New
MRC
235
Millburn Ridgefield Corp
New York
$2K -$786 -11 -28%
EW
236
Element Wealth
Mississippi
$2K – – –
LC
237
Lindbrook Capital
California
$2K +$1.85K +25 +1,250%
First Manhattan
238
First Manhattan
New York
$2K +$2K +37 New
FMP
239
Financial Management Professionals
Texas
$1K -$3.4K -51 -77%
LWA
240
Lenox Wealth Advisors
New York
$1K – – –
GI
241
Gradient Investments
Minnesota
$1K – – –
AIM
242
AHL Investment Management
Florida
$1K +$1K +10 New
TFA
243
Toth Financial Advisory
Virginia
$1K +$1K +20 New
RDFA
244
Ritter Daniher Financial Advisory
Ohio
$1K +$1K +20 New
PP
245
PFS Partners
New Jersey
$217 +$217 +3 New
FFG
246
Ford Financial Group
California
$18 +$18 +259 New
CPO
247
Cerity Partners OCIO
New York
– -$8.32M -107,727 Closed
TC
248
Trilogy Capital
California
– -$4.61M -59,632 Closed
FTUS
249
Flow Traders U.S.
New York
– -$2.37M -30,670 Closed
BHCM
250
Brevan Howard Capital Management
Jersey
– -$2.03M -26,330 Closed
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10
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