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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 %
FWM
176
Focused Wealth Management
New York
$31K +$141 +2 +0.5%
MRCM
177
M&R Capital Management
New Jersey
$30K – – –
AIM
178
Anchor Investment Management
South Carolina
$28.6K – – –
SFPG
179
Stonebridge Financial Planning Group
Florida
$26K – – –
TC
180
TAP Consulting
Missouri
$26K +$26K +359 New
CHA
181
Carmichael Hill & Associates
Maryland
$23K -$8.24K -115 -26%
SBL
182
Sargent Bickham Lagudis
Colorado
$23K – – –
CB
183
Community Bank
New York
$23K – – –
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$173K -2,427 -89%
CCC
185
Crescent Capital Consulting
Louisiana
$21K -$14K -200 -40%
PCFFS
186
Pacific Center for Financial Services
California
$18K – – –
PGAM
187
Princeton Global Asset Management
New Jersey
$18K – – –
AssetMark Inc
188
AssetMark Inc
California
$18K +$18K +251 New
IA
189
IFP Advisors
Florida
$17K +$14K +187 +468%
BAM
190
Baldrige Asset Management
Pennsylvania
$16K – – –
FFA
191
Founders Financial Alliance
North Carolina
$16K – – –
POIA
192
Pin Oak Investment Advisors
Texas
$16K – – –
FHA
193
First Horizon Advisors
Tennessee
$16K +$2.82K +40 +21%
CA
194
CoreCap Advisors
Michigan
$16K +$16K +220 New
SF
195
SBK Financial
Virginia
$16K +$16K +223 New
SCA
196
Snowden Capital Advisors
New York
$16K +$16K +225 New
CFN
197
Cordasco Financial Network
Florida
$15K – – –
AIP
198
Ameritas Investment Partners
Nebraska
$14K – – –
UB
199
UMB Bank
Missouri
$13K +$13K +185 New
AF
200
Allworth Financial
California
$12K – – –
6 7
8
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