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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

71 hedge funds and large institutions have $27M invested in Invesco WilderHill Clean Energy ETF in 2013 Q2 according to their latest regulatory filings, with 71 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+71
Holders Change %
–
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
71
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$115K +$115K +4,259 New
EB
27
Eastern Bank
Massachusetts
$108K +$108K +4,000 New
OWD
28
Osborn Williams & Donohoe
Ohio
$97K +$97K +3,600 New
CYG
29
Clean Yield Group
Vermont
$93K +$93K +3,448 New
COI
30
Connable Office Inc
Michigan
$85K +$85K +3,138 New
William Blair & Company
31
William Blair & Company
Illinois
$79K +$79K +2,940 New
RFC
32
Regions Financial Corp
Alabama
$76K +$76K +2,832 New
KCM
33
Kanawha Capital Management
Virginia
$74K +$74K +2,747 New
TCM
34
Telos Capital Management
California
$73K +$73K +2,705 New
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$65K +$65K +2,417 New
BWP
36
BSW Wealth Partners
Colorado
$63K +$63K +2,346 New
TAM
37
Trillium Asset Management
Massachusetts
$58K +$58K +2,135 New
TFA
38
Transamerica Financial Advisors
Florida
$57K +$57K +2,109 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$31K +$31K +1,160 New
TWA
40
TCI Wealth Advisors
Arizona
$30K +$30K +1,122 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$28K +$28K +1,052 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$24K +$24K +880 New
AF
43
Arrow Financial
New York
$21K +$21K +790 New
Citigroup
44
Citigroup
New York
$19K +$19K +687 New
EWM
45
Evercore Wealth Management
New York
$19K +$19K +700 New
AIG
46
American International Group
New York
$15.8K +$15.8K +587 New
MA
47
MUFG Americas
New York
$14K +$14K +520 New
BAM
48
Barrett Asset Management
New York
$10K +$10K +370 New
Ameriprise
49
Ameriprise
Minnesota
$10K +$10K +370 New
Creative Planning
50
Creative Planning
Kansas
$8K +$8K +300 New
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