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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

86 hedge funds and large institutions have $37.1M invested in Invesco WilderHill Clean Energy ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
17
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.65M
2
DS
2
DRW Securities
Illinois
$1.82M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.17M
4
FIG
4
FundX Investment Group
California
$1.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$660K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
KFS
2
KMS Financial Services
Washington
$0
3
LPL Financial
3
LPL Financial
California
$770K
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$218K
5
Wells Fargo
5
Wells Fargo
California
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$218K -$549K -17,202 -72%
PAG
27
Pinnacle Advisory Group
Maryland
$213K -$891 -28 -0.4%
RFC
28
Regions Financial Corp
Alabama
$205K +$115K +3,600 +127%
AC
29
Addison Capital
Pennsylvania
$198K +$198K +6,185 New
PVH
30
Psagot Value Holdings
Israel
$189K +$97K +3,033 +105%
Jane Street
31
Jane Street
New York
$188K +$188K +5,883 New
OWD
32
Osborn Williams & Donohoe
Ohio
$115K – – –
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$110K +$55.2K +1,694 +101%
KCM
34
Kanawha Capital Management
Virginia
$101K +$3.05K +95 +3%
COI
35
Connable Office Inc
Michigan
$100K – – –
TCM
36
Telos Capital Management
California
$90K +$3.82K +120 +4%
FAAS
37
First Allied Advisory Services
California
$87K +$19.4K +596 +29%
AP
38
Advisors Preferred
Maryland
$79K +$79K +2,492 New
BWP
39
BSW Wealth Partners
Colorado
$75K – – –
Ameriprise
40
Ameriprise
Minnesota
$75K +$64.8K +2,015 +634%
RJT
41
Raymond James Trust
Florida
$73K +$73K +2,280 New
Invesco
42
Invesco
Georgia
$64K – – –
JGUA
43
John G. Ullman & Associates
New York
$64K +$64K +2,000 New
PO
44
Private Ocean
California
$60K +$60K +1,872 New
Deutsche Bank
45
Deutsche Bank
Germany
$49K -$67.8K -2,165 -58%
WEC
46
Winslow Evans & Crocker
Massachusetts
$37K +$37K +1,159 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$31K -$1.91K -61 -6%
AIG
48
American International Group
New York
$27.2K -$639 -20 -2%
BCM
49
Blume Capital Management
California
$26K +$26K +800 New
Axa
50
Axa
France
$26K +$26K +828 New
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