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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$70M 980,689 -59,857 -6%
Morgan Stanley
2
Morgan Stanley
New York
$57M 798,722 -21,584 -3%
Goldman Sachs
3
Goldman Sachs
New York
$26.2M 366,452 +233,867 +176%
LPL Financial
4
LPL Financial
California
$24.2M 338,601 -10,003 -3%
CS
5
Credit Suisse
Switzerland
$12.6M 176,664 +61,721 +54%
UBS Group
6
UBS Group
Switzerland
$11M 154,704 -34,896 -18%
ZIG
7
Zurich Insurance Group
Switzerland
$8.79M 123,112 +8,380 +7%
RJA
8
Raymond James & Associates
Florida
$8.46M 118,480 -3,353 -3%
BOPW
9
Brandywine Oak Private Wealth
Pennsylvania
$7.32M 101,948 +19,969 +24%
SM
10
SG3 Management
Puerto Rico
$7.3M 102,153 +102,153 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.99M 97,927 -21,637 -18%
Truist Financial
12
Truist Financial
North Carolina
$6.42M 89,859 +667 +0.7%
BWM
13
Bulltick Wealth Management
Florida
$6.29M 88,106 -3,438 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.74M 80,292 -168,540 -68%
PIC
15
Platt Investment Counsel
Florida
$5.3M 74,234 +3,523 +5%
Wells Fargo
16
Wells Fargo
California
$5.15M 72,088 -3,731 -5%
NAM
17
NTV Asset Management
West Virginia
$4.87M 68,137 -810 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.43M 62,009 -6,660 -10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.22M 59,052 -7,284 -11%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.8M 53,197 +27,116 +104%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.74M 52,296 -3,209 -6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
– – – –
HighTower Advisors
23
HighTower Advisors
Illinois
$3.63M 51,052 +778 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.47M 48,634 +139 +0.3%
TFF
25
The Family Firm
Maryland
$3.24M 45,300 +205 +0.5%
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