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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 %
EPA
251
Element Pointe Advisors
Florida
– -$1.49M -19,256 Closed
OAM
252
Occidental Asset Management
California
– -$831K -10,754 Closed
MA
253
MONECO Advisors
Connecticut
– -$648K -8,395 Closed
NWA
254
Navis Wealth Advisors
New York
– -$415K -5,371 Closed
VWM
255
Vigilare Wealth Management
Arizona
– -$395K -5,114 Closed
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
– -$313K -4,046 Closed
PFA
257
Plotkin Financial Advisors
Maryland
– -$236K -3,050 Closed
SWA
258
SFMG Wealth Advisors
Texas
– -$217K -2,808 Closed
VFA
259
Valeo Financial Advisors
Indiana
– -$212K -2,740 Closed
HF
260
HRT Financial
New York
– -$204K -2,654 Closed
TCM
261
Telos Capital Management
California
– -$200K -2,593 Closed
PVH
262
Psagot Value Holdings
Israel
– -$189K -2,449 Closed
BWA
263
BDO Wealth Advisors
Florida
– -$46K -600 Closed
KIG
264
Kowal Investment Group
Wisconsin
– -$29K -374 Closed
BC
265
Bartlett & Co
Ohio
– -$24K -310 Closed
BCWM
266
Bartlett & Co Wealth Management
Ohio
– -$23.9K -310 Closed
CWA
267
Carolina Wealth Advisors
South Carolina
– -$24K -305 Closed
MIM
268
Macroview Investment Management
Maryland
– -$23K -302 Closed
FCMT
269
Founders Capital Management (Texas)
Texas
– -$23K -300 Closed
CAGAS
270
Capital Advisory Group Advisory Services
Minnesota
– -$20K -260 Closed
RE
271
RBC Europe
United Kingdom
– -$16.5K -214 Closed
AWA
272
Arkadios Wealth Advisors
Georgia
– -$7K -100 Closed
APWA
273
Atlas Private Wealth Advisors
New Jersey
– -$8K -100 Closed
HIA
274
Harbor Investment Advisory
Maryland
– -$6K -78 Closed
TCWA
275
Ten Capital Wealth Advisors
Washington
– -$6K -76 Closed
8 9 10
11
12