PBW icon

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 %
AAP
201
Arax Advisory Partners
Colorado
$11K – – –
CFFP
202
Center for Financial Planning
Michigan
$11K – – –
GWSG
203
GPS Wealth Strategies Group
Colorado
$11K +$3.67K +50 +50%
MAM
204
Meeder Asset Management
Ohio
$11K +$11K +148 New
RFWA
205
RPg Family Wealth Advisory
Massachusetts
$10.8K – – –
NL
206
NVWM LLC
Pennsylvania
$10K – – –
KCM
207
KRS Capital Management
Michigan
$10K +$10K +150 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$9K – – –
RPCA
209
Running Point Capital Advisors
California
$9K +$1.5K +20 +20%
BWM
210
BerganKDV Wealth Management
Minnesota
$7K – – –
CA
211
Clearstead Advisors
Ohio
$7K – – –
CFD
212
Creative Financial Designs
Indiana
$7K +$5.79K +86 +478%
CSWM
213
Cassady Schiller Wealth Management
Ohio
$7K +$7K +94 New
AIP
214
Ahrens Investment Partners
Louisiana
$7K +$7K +100 New
CA
215
Cornerstone Advisory
Maryland
$7K +$7K +100 New
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7K +101 New
S
217
Surevest
California
$6K +$6K +80 New
EWA
218
Evolution Wealth Advisors
Florida
$5.08K -$119 -1,663 -2%
SCA
219
Stonebridge Capital Advisors
Minnesota
$5K – – –
WT
220
Washington Trust
Rhode Island
$5K – – –
PP
221
Pacifica Partners
Canada
$5K – – –
HNWAG
222
High Net Worth Advisory Group
Florida
$5K +$5K +77 New
RPCONE
223
Retirement Planning Company of New England
Rhode Island
$5K +$5K +79 New
JRFS
224
James Reed Financial Services
Ohio
$5K +$5K +79 New
COCM
225
Charter Oak Capital Management
New Hampshire
$4K – – –
7 8
9
10 11