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Invesco WilderHill Clean Energy ETF
PBW

250 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, 74 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

17% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $20.1M

5% more funds holding

Funds holding: 239 → 250 (+11)

1.29% more ownership

Funds ownership: 24.97% → 26.26% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

11% less capital invested

Capital invested by funds: $459M → $410M (-$48.4M)

Holders
250
Holders Change
+11
Holders Change %
+4.6%
% 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
74
Reduced
74
Closed
31
Calls
$23.6M
Puts
$20.1M
Net Calls
+$3.52M
Net Calls Change
+$8.14M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$19.1M
2
SM
SG3 Management
Puerto Rico
+$8.35M
3
CS
Credit Suisse
Switzerland
+$5.05M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.55M
5
TI
Trexquant Investment
Connecticut
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.8M
2
CPO
Cerity Partners OCIO
New York
-$8.32M
3
Bank of America
Bank of America
North Carolina
-$4.89M
4
TC
Trilogy Capital
California
-$4.61M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
176
Focused Wealth Management
New York
$31K +$164 +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 +$29.4K +359 New
CHA
181
Carmichael Hill & Associates
Maryland
$23K -$9.4K -115 -26%
CB
182
Community Bank
New York
$23K – – –
SBL
183
Sargent Bickham Lagudis
Colorado
$23K – – –
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$198K -2,427 -89%
CCC
185
Crescent Capital Consulting
Louisiana
$21K -$16.4K -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 +$20.5K +251 New
IA
189
IFP Advisors
Florida
$17K +$15.3K +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 +$3.27K +40 +21%
CA
194
CoreCap Advisors
Michigan
$16K +$18K +220 New
SF
195
SBK Financial
Virginia
$16K +$18.2K +223 New
SCA
196
Snowden Capital Advisors
New York
$16K +$18.4K +225 New
CFN
197
Cordasco Financial Network
Florida
$15K – – –
AIP
198
Ameritas Investment Partners
Nebraska
$14K – – –
UB
199
UMB Bank
Missouri
$13K +$15.1K +185 New
AF
200
Allworth Financial
California
$12K – – –
6 7
8
9 10

PBW Hedge Fund Activity: Q4 2021 in Review

250 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q4 2021, worth a combined $410M — down 11% from $459M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PBW positions and 31 closed out — a net gain of 14 holders — while 74 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13.8M.

  • 250 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q4 2021, up from 239 in Q3 2021.
  • Funds reported $410M of Invesco WilderHill Clean Energy ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 45 funds opened new Invesco WilderHill Clean Energy ETF positions in Q4 2021 and 31 closed out, a net change of +14 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q4 2021 was Goldman Sachs, an estimated $19.1M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.