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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

80 hedge funds and large institutions have $30.9M invested in Invesco WilderHill Clean Energy ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.43M
2
Bank of America
2
Bank of America
North Carolina
$7.03M
3
VF
3
Virtu Financial
New York
$318K
4
Jane Street
4
Jane Street
New York
$268K
5
Wells Fargo
5
Wells Fargo
California
$1.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$252K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.22M
3
PVH
3
Psagot Value Holdings
Israel
$389K
4
CIM
4
Contravisory Investment Management
Massachusetts
$0
5
U
5
UBS
Switzerland
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$228K – – –
PAG
27
Pinnacle Advisory Group
Maryland
$211K – – –
Neuberger Berman Group
28
Neuberger Berman Group
New York
$154K +$66.8K +2,120 +77%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$148K – – –
FAAS
30
First Allied Advisory Services
California
$140K – – –
OWD
31
Osborn Williams & Donohoe
Ohio
$114K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$109K +$63 +2 +0.1%
Ameriprise
33
Ameriprise
Minnesota
$105K -$10.2K -322 -9%
COI
34
Connable Office Inc
Michigan
$99K – – –
SG Americas Securities
35
SG Americas Securities
New York
$98K +$98K +3,106 New
TCM
36
Telos Capital Management
California
$83K -$2.28K -72 -3%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$78K -$945 -30 -1%
PA
38
Paracle Advisors
Washington
$78K +$78K +2,466 New
WAM
39
Weatherly Asset Management
California
$71K +$71K +2,242 New
CA
40
Cetera Advisors
Colorado
$67K +$3.15K +101 +5%
JGUA
41
John G. Ullman & Associates
New York
$63K – – –
PO
42
Private Ocean
California
$60K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$56K +$35.6K +1,136 +175%
AIG
44
American International Group
New York
$53.4K -$98.2K -3,103 -65%
FMP
45
Financial Management Professionals
Texas
$52K – – –
PSI
46
Pinnacle Summer Investments
Virginia
$52K +$35.5K +1,120 +215%
Citigroup
47
Citigroup
New York
$45K +$23.9K +752 +113%
FNFDCM
48
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$38K +$38K +1,204 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$36.7K – – –
Axa
50
Axa
France
$33K +$6.42K +200 +24%
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