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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

218 hedge funds and large institutions have $420M invested in Invesco WilderHill Clean Energy ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-31
Holders Change %
-12.45%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
72
Reduced
63
Closed
49
Calls
$11.4M
Puts
$8.32M
Net Calls
+$3.07M
Net Calls Change
-$447K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$124M
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$15.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.5M
4
CG
4
Cutler Group
California
$4.88M
5
OMC
5
Old Mission Capital
Illinois
$3.28M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.56M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
SM
3
SG3 Management
Puerto Rico
$0
4
BWM
4
Bulltick Wealth Management
Florida
$0
5
PIC
5
Platt Investment Counsel
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
HFA
202
HC Financial Advisors
California
$2K – – –
First Manhattan
203
First Manhattan
New York
$2K – – –
AWM
204
Avior Wealth Management
Nebraska
$2K – – –
EW
205
Element Wealth
Mississippi
$2K +$541 +10 +37%
RPCA
206
Running Point Capital Advisors
California
$1K -$11K -110 -92%
LWA
207
Lenox Wealth Advisors
New York
$1K – – –
GI
208
Gradient Investments
Minnesota
$1K – – –
FMP
209
Financial Management Professionals
Texas
$1K – – –
DHGWA
210
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1K +8 New
HIA
211
Harbor Investment Advisory
Maryland
$1K +$1K +12 New
TFS
212
TrustCore Financial Services
Tennessee
$1K +$1K +15 New
WAM
213
Worth Asset Management
Texas
$1K +$1K +15 New
SM
214
SG3 Management
Puerto Rico
– -$7.3M -102,153 Closed
BOPW
215
Brandywine Oak Private Wealth
Pennsylvania
– -$7.32M -101,948 Closed
BWM
216
Bulltick Wealth Management
Florida
– -$6.29M -88,106 Closed
PIC
217
Platt Investment Counsel
Florida
– -$5.3M -74,234 Closed
AWM
218
AE Wealth Management
Kansas
– -$2.2M -30,745 Closed
TI
219
Trexquant Investment
Connecticut
– -$2.02M -28,338 Closed
DP
220
Denver PWM
Colorado
– -$2.07M -28,316 Closed
HT
221
HAP Trading
New York
– -$1.65M -23,076 Closed
GEM
222
Global Endowment Management
North Carolina
– -$1.46M -20,500 Closed
Jane Street
223
Jane Street
New York
– -$1.1M -15,356 Closed
Bank of Nova Scotia
224
Bank of Nova Scotia
Ontario, Canada
– -$903K -12,655 Closed
Belvedere Trading
225
Belvedere Trading
Illinois
– -$617K -11,086 Closed
7 8
9
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