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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

79 hedge funds and large institutions have $30.8M invested in Invesco WilderHill Clean Energy ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$3.28M
2
SG Americas Securities
2
SG Americas Securities
New York
$1.66M
3
CS
3
Credit Suisse
Switzerland
$1.26M
4
LPL Financial
4
LPL Financial
California
$1.55M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$763K

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$213K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
1IC
3
1919 Investment Counsel
Maryland
$998K
4
Bank of America
4
Bank of America
North Carolina
$6.11M
5
U
5
UBS
Switzerland
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$163K +$12.4K +392 +8%
VKH
27
Virtu KCG Holdings
New York
$163K +$163K +5,130 New
EB
28
Eastern Bank
Massachusetts
$127K – – –
Deutsche Bank
29
Deutsche Bank
Germany
$118K +$109K +3,460 +1,281%
OWD
30
Osborn Williams & Donohoe
Ohio
$114K – – –
Nomura Holdings
31
Nomura Holdings
Japan
$110K +$110K +3,460 New
CYG
32
Clean Yield Group
Vermont
$106K -$3.86K -121 -4%
COI
33
Connable Office Inc
Michigan
$100K – – –
KCM
34
Kanawha Capital Management
Virginia
$97K +$9.69K +305 +11%
William Blair & Company
35
William Blair & Company
Illinois
$93K – – –
PVH
36
Psagot Value Holdings
Israel
$91K +$91K +2,875 New
RFC
37
Regions Financial Corp
Alabama
$90K – – –
TCM
38
Telos Capital Management
California
$86K – – –
BWP
39
BSW Wealth Partners
Colorado
$74K – – –
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$69K -$7.61K -240 -10%
TAM
41
Trillium Asset Management
Massachusetts
$68K – – –
FAAS
42
First Allied Advisory Services
California
$68K +$68K +2,075 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$65K -$95.4K -2,992 -59%
Invesco
44
Invesco
Georgia
$64K -$99.3K -3,104 -61%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$53K -$81.4K -2,579 -61%
TWA
46
TCI Wealth Advisors
Arizona
$36K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$33K – – –
Creative Planning
48
Creative Planning
Kansas
$30K +$20.5K +650 +217%
AIG
49
American International Group
New York
$27.7K +$9.05K +285 +49%
AF
50
Arrow Financial
New York
$25K – – –
1
2
3 4