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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 %
EB
101
Eastern Bank
Massachusetts
$405K +$52.9K +740 +15%
SI
102
Sprott Inc
Ontario, Canada
$382K +$382K +5,350 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$380K +$313K +4,301 +465%
SPIA
104
Steward Partners Investment Advisory
New York
$362K -$41.6K -583 -10%
LFASL
105
Lugano Financial Advisors SA (LFA)
Switzerland
$357K – – –
MA
106
Mutual Advisors
Nebraska
$354K -$343K -4,801 -49%
AC
107
Abbrea Capital
California
$354K +$3.57K +50 +1%
Wolverine Trading
108
Wolverine Trading
Illinois
$341K -$532K -7,421 -61%
Wealthfront Advisers
109
Wealthfront Advisers
California
$336K +$92.6K +1,297 +38%
JWM
110
JFG Wealth Management
Colorado
$327K +$48.6K +681 +17%
NA
111
NewEdge Advisors
Louisiana
$318K +$49.1K +687 +18%
PHS
112
Pekin Hardy Strauss
Illinois
$317K +$317K +4,435 New
GG
113
Gofen & Glossberg
Illinois
$309K – – –
HR
114
Howe & Rusling
New York
$309K +$41K +575 +15%
MCM
115
MAI Capital Management
Ohio
$306K +$44.8K +628 +17%
VCM
116
Vivaldi Capital Management
Illinois
$298K – – –
TWM
117
Tradition Wealth Management
Minnesota
$292K +$272K +3,801 +1,334%
JIC
118
Joel Isaacson & Co
New York
$288K +$1K +14 +0.3%
Allianz Asset Management
119
Allianz Asset Management
Germany
$286K – – –
FWCM
120
Ferguson Wellman Capital Management
Oregon
$280K – – –
SAF
121
Smith Anglin Financial
Texas
$280K +$714 +10 +0.3%
AWA
122
Arete Wealth Advisors
Illinois
$272K -$29.3K -408 -10%
HI
123
Harbour Investments
Wisconsin
$270K -$189K -2,651 -41%
TAM
124
Townsend Asset Management
North Carolina
$269K -$3.15K -44 -1%
MFS
125
Mirabella Financial Services
United Kingdom
$266K -$805K -11,251 -75%
3 4
5
6 7