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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

81 hedge funds and large institutions have $30.6M invested in Invesco WilderHill Clean Energy ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-7
Holders Change %
-7.95%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$2.16M
2
Wells Fargo
Wells Fargo
California
$1.25M
3
U
UBS
Switzerland
$2.1M
4
CCM
Covington Capital Management
California
$701K
5
NSIM
North Star Investment Management
Illinois
$214K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.24M
2
NCM
Niemann Capital Management
Nevada
$0
3
FMP
Financial Management Professionals
Texas
$56K
4
SG Americas Securities
SG Americas Securities
New York
$0
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$165K +$150K +4,357 +1,009%
Northern Trust
27
Northern Trust
Illinois
$154K -$9.44K -274 -6%
FAAS
28
First Allied Advisory Services
California
$154K +$9.66K +276 +7%
Ameriprise
29
Ameriprise
Minnesota
$125K +$40.6K +1,179 +48%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$119K -$724 -21 -0.6%
OWD
31
Osborn Williams & Donohoe
Ohio
$117K – – –
COI
32
Connable Office Inc
Michigan
$108K – – –
USGIU
33
U.S. Global Investors (USGI)
Texas
$106K +$106K +3,120 New
Neuberger Berman Group
34
Neuberger Berman Group
New York
$95K – – –
TCM
35
Telos Capital Management
California
$93K +$6.93K +201 +8%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$86K +$9.95K +290 +13%
RJT
37
Raymond James Trust
Florida
$79K – – –
CA
38
Cetera Advisors
Colorado
$72K -$8K -228 -10%
BWP
39
BSW Wealth Partners
Colorado
$72K – – –
JGUA
40
John G. Ullman & Associates
New York
$69K – – –
PO
41
Private Ocean
California
$65K +$103 +3 +0.2%
FMP
42
Financial Management Professionals
Texas
$56K -$3.4M -100,248 -98%
WEC
43
Winslow Evans & Crocker
Massachusetts
$39.9K – – –
Axa
44
Axa
France
$29K – – –
AF
45
Arrow Financial
New York
$27K – – –
AP
46
Advisors Preferred
Maryland
$25.2K -$5.51K -160 -18%
EWM
47
Evercore Wealth Management
New York
$24K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$23K – – –
Citigroup
49
Citigroup
New York
$23K +$1.7K +49 +8%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$21K -$13.6K -390 -39%
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