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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

88 hedge funds and large institutions have $17.4M invested in Invesco WilderHill Clean Energy ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$670K
2
Goldman Sachs
Goldman Sachs
New York
$696K
3
JGUA
John G. Ullman & Associates
New York
$748K
4
Bank of America
Bank of America
North Carolina
$2.29M
5
TFF
The Family Firm
Maryland
$649K

Top Sellers

1
BHIA
Birch Hill Investment Advisors
Massachusetts
$77K
2
FT
Fiduciary Trust
Massachusetts
$239K
3
PAG
Pinnacle Advisory Group
Maryland
$0
4
FAAS
First Allied Advisory Services
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
BTR Capital Management
California
$132K -$14.8K -760 -10%
OWD
27
Osborn Williams & Donohoe
Ohio
$108K – – –
Axa
28
Axa
France
$108K +$7.76K +400 +8%
GWM
29
Greenwich Wealth Management
Connecticut
$103K +$26.9K +1,385 +35%
CB
30
Commerce Bank
Missouri
$94K +$6.63K +344 +8%
BHIA
31
Birch Hill Investment Advisors
Massachusetts
$77K -$139K -7,200 -64%
HSA
32
HBK Sorce Advisory
Pennsylvania
$73K +$2.36K +121 +3%
TCM
33
Telos Capital Management
California
$65K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$62K -$5.17K -268 -8%
COI
35
Connable Office Inc
Michigan
$61K – – –
Ameriprise
36
Ameriprise
Minnesota
$60K +$13.2K +681 +28%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$58K -$3.09K -161 -5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$58K +$29.8K +1,548 +106%
SG Americas Securities
39
SG Americas Securities
New York
$53K +$53K +2,761 New
HPC
40
HM Payson & Co
Maine
$47K +$47K +2,454 New
UCFA
41
United Capital Financial Advisors
Texas
$46K – – –
FNFDCM
42
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$45K +$45K +2,284 New
TD Asset Management
43
TD Asset Management
Ontario, Canada
$43K – – –
MWP
44
Moller Wealth Partners
$43K – – –
VC
45
Vicus Capital
Pennsylvania
$39K – – –
Mariner
46
Mariner
Kansas
$37K +$37K +1,947 New
KPCM
47
Kings Point Capital Management
New York
$27K – – –
GI
48
Gradient Investments
Minnesota
$17K +$17K +899 New
MFS
49
MSI Financial Services
Massachusetts
$16K -$1.36K -69 -8%
EWM
50
Evercore Wealth Management
New York
$14K – – –
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