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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

90 hedge funds and large institutions have $27.3M invested in Invesco WilderHill Clean Energy ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
14
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.05M
2
PVH
2
Psagot Value Holdings
Israel
$1.58M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.24M
4
VKH
4
Virtu KCG Holdings
New York
$894K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.04M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.8M
2
Wells Fargo
2
Wells Fargo
California
$514K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.87M
4
VF
4
Virtu Financial
New York
$0
5
MCM
5
Manchester Capital Management
Vermont
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Barrett Asset Management
New York
$192K – – –
Millennium Management
27
Millennium Management
New York
$186K +$186K +7,069 New
CG
28
Colony Group
Massachusetts
$181K -$19K -724 -10%
PAG
29
Pinnacle Advisory Group
Maryland
$176K – – –
US Bancorp
30
US Bancorp
Minnesota
$161K -$28.8K -1,094 -15%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$138K +$9.95K +380 +8%
FLPIM
32
F.L. Putnam Investment Management
Massachusetts
$129K +$129K +4,882 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$119K +$27.9K +1,059 +31%
Ameriprise
34
Ameriprise
Minnesota
$102K +$14.8K +562 +17%
FAAS
35
First Allied Advisory Services
California
$96K -$18.8K -720 -16%
OWD
36
Osborn Williams & Donohoe
Ohio
$95K – – –
COI
37
Connable Office Inc
Michigan
$83K – – –
SPC
38
Sigma Planning Corp
Michigan
$77K +$77K +2,923 New
TCM
39
Telos Capital Management
California
$69K -$423 -16 -0.6%
PSI
40
Pinnacle Summer Investments
Virginia
$65K +$21.6K +819 +50%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$56K -$9.22K -350 -14%
CA
42
Cetera Advisors
Colorado
$56K -$3.34K -121 -6%
EC
43
Estate Counselors
Wisconsin
$56K +$56K +2,132 New
VC
44
Vicus Capital
Pennsylvania
$54K +$54K +2,040 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$54K +$54K +2,045 New
PO
46
Private Ocean
California
$50K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$47K – – –
FMP
48
Financial Management Professionals
Texas
$44K – – –
USGIU
49
U.S. Global Investors (USGI)
Texas
$42K +$42K +2,500 New
HF
50
Hoxton Financial
West Virginia
$38K +$38K +1,441 New
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