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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 %
FAIM
126
Financial Advocates Investment Management
Washington
$261K +$11.7K +489 +5%
AA
127
Aufman Associates
Pennsylvania
$257K – – –
HCMG
128
Howard Capital Management Group
California
$250K – – –
ASN
129
Advisory Services Network
Georgia
$250K +$39.6K +554 +19%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$249K -$232K -3,245 -48%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$239K -$36.7K -512 -13%
Barclays
132
Barclays
United Kingdom
$239K – – –
CA
133
Cetera Advisors
Colorado
$235K -$194K -2,722 -45%
WA
134
Wealth Alliance
New York
$233K +$233K +3,264 New
CFA
135
Carroll Financial Associates
North Carolina
$231K -$5.74K -80 -2%
CTC
136
Central Trust Company
Missouri
$230K -$46.4K -650 -17%
PA
137
Prism Advisors
California
$225K – – –
GW
138
GW & Wade
Massachusetts
$224K -$93.5K -1,310 -29%
AWE
139
Avidian Wealth Enterprises
Texas
$220K +$1.71K +24 +0.8%
PPP
140
Private Portfolio Partners
New Jersey
$220K +$1.21K +17 +0.6%
FHA
141
Flagship Harbor Advisors
Massachusetts
$219K -$568K -7,954 -72%
AFG
142
Albion Financial Group
Utah
$218K – – –
CA
143
Continuum Advisory
Idaho
$215K – – –
WAAG
144
Wealth Alliance Advisory Group
Kansas
$207K +$207K +2,900 New
BONH
145
Bank of New Hampshire
New Hampshire
$205K -$8.91K -125 -4%
EH
146
Equitable Holdings
New York
$202K -$10.7K -149 -5%
KTC
147
Kistler-Tiffany Companies
Pennsylvania
$202K +$35K +491 +21%
EVM
148
Eaton Vance Management
Massachusetts
$196K +$9.08K +127 +5%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$159K +$1.21K +17 +0.8%
HPC
150
HM Payson & Co
Maine
$138K – – –
4 5
6
7 8