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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

72 hedge funds and large institutions have $18.8M invested in Invesco WilderHill Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.8M
2
JGUA
2
John G. Ullman & Associates
New York
$1.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$882K
4
GI
4
Gradient Investments
Minnesota
$99K
5
Creative Planning
5
Creative Planning
Kansas
$89K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$375K
2
VKH
2
Virtu KCG Holdings
New York
$0
3
ZIG
3
Zurich Insurance Group
Switzerland
$4.78M
4
Jane Street
4
Jane Street
New York
$0
5
Brown Advisory
5
Brown Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
BTR Capital Management
California
$105K -$30.7K -1,540 -23%
GI
27
Gradient Investments
Minnesota
$99K +$78.7K +3,950 +388%
OWD
28
Osborn Williams & Donohoe
Ohio
$96K – – –
Creative Planning
29
Creative Planning
Kansas
$89K +$73.1K +3,651 +459%
Ameriprise
30
Ameriprise
Minnesota
$76K +$3.07K +154 +4%
Stifel Financial
31
Stifel Financial
Missouri
$74K -$3.6K -181 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$71K +$40 +2 +0.1%
CB
33
Commerce Bank
Missouri
$69K -$15.9K -800 -19%
TCM
34
Telos Capital Management
California
$69K – – –
V
35
Veritable
Delaware
$68K +$9.62K +483 +16%
COI
36
Connable Office Inc
Michigan
$63K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$60K +$1.18K +60 +2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$57K -$8.02K -400 -12%
EA
39
Edge Advisors
Georgia
$51K – – –
Goldman Sachs
40
Goldman Sachs
New York
$50K -$153K -7,589 -75%
MWP
41
Moller Wealth Partners
$45K – – –
TD Asset Management
42
TD Asset Management
Ontario, Canada
$43K – – –
VC
43
Vicus Capital
Pennsylvania
$41K – – –
SBL
44
Sargent Bickham Lagudis
Colorado
$31K -$4.03K -200 -12%
WCM
45
Wealthcare Capital Management
Virginia
$27K +$21.8K +1,090 +414%
IA
46
IFP Advisors
Florida
$20K – – –
EWM
47
Evercore Wealth Management
New York
$14K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12K -$974 -50 -8%
Citigroup
49
Citigroup
New York
$12K +$20 +1 +0.2%
NFG
50
Next Financial Group
Texas
$10K -$2.32K -108 -19%
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