PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

62 hedge funds and large institutions have $21.6M invested in Invesco WilderHill Clean Energy ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-10
Holders Change %
-13.89%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVH
1
Psagot Value Holdings
Israel
$1.18M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$712K
3
AP
3
Advisors Preferred
Maryland
$412K
4
BAM
4
Barrett Asset Management
New York
$186K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$245K

Top Sellers

1
TFF
1
The Family Firm
Maryland
$0
2
CG
2
Colony Group
Massachusetts
$0
3
SC
3
Scotia Capital
Ontario, Canada
$0
4
BCM
4
BTR Capital Management
California
$0
5
G
5
GenTrust
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
26
Wealthcare Capital Management
Virginia
$43K +$5.38K +213 +14%
IA
27
IFP Advisors
Florida
$42K +$34.4K +1,339 +449%
AIP
28
Ameritas Investment Partners
Nebraska
$35K +$35K +232 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$20K -$2.09K -79 -9%
EWM
30
Evercore Wealth Management
New York
$18K +$18K +700 New
PFA
31
Pathway Financial Advisors
Vermont
$16K +$16K +622 New
SBL
32
Sargent Bickham Lagudis
Colorado
$14K -$5.15K -201 -27%
TC
33
Telemus Capital
Michigan
$14K +$14K +560 New
Citigroup
34
Citigroup
New York
$13K -$4.08K -161 -24%
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$13K +$10.4K +416 +400%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$12K +$12K +480 New
BBA
38
Braun-Bostich & Associates
Pennsylvania
$10K +$10K +405 New
APA
39
American Portfolios Advisors
New York
$8.32K +$8.32K +328 New
CTC
40
Central Trust Company
Missouri
$8K – – –
AG
41
Advisor Group
Arizona
$7K -$2.33K -80 -25%
FAAS
42
First Allied Advisory Services
California
$7K +$7K +260 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.01K +169 +402%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +201 New
GRP
46
Global Retirement Partners
California
$5K +$5K +208 New
AF
47
Allworth Financial
California
$4K – – –
PCFFS
48
Pacific Center for Financial Services
California
$3K -$23 -1 -0.8%
PSC
49
Prentiss Smith & Co
Vermont
$3K – – –
WA
50
Winfield Associates
Ohio
$2K – – –
1
2
3 4