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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

70 hedge funds and large institutions have $20.9M invested in Invesco WilderHill Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.11M
2
Wells Fargo
Wells Fargo
California
+$1.69M
3
V
Veritable
Delaware
+$238K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$116K
5
PP
Professional Planning
California
+$85.7K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.09M
2
PVH
Psagot Value Holdings
Israel
-$895K
3
Jane Street
Jane Street
New York
-$552K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$458K
5
Citadel Advisors
Citadel Advisors
Florida
-$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
26
Wealthcare Capital Management
Virginia
$42K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$39K -$4.33K -175 -10%
CFA
28
Carroll Financial Associates
North Carolina
$19K +$19K +792 New
PMFA
29
Plante Moran Financial Advisors
Michigan
$17K +$17K +700 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$16K -$856 -36 -5%
CT
31
CPF Texas
Texas
$15K +$10K +403 +203%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
FHA
33
Flagship Harbor Advisors
Massachusetts
$12K +$73 +3 +0.6%
CTC
34
Central Trust Company
Missouri
$12K +$12K +500 New
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$11K +$6.14K +254 +126%
Citigroup
36
Citigroup
New York
$10K -$2.39K -99 -19%
BBA
37
Braun-Bostich & Associates
Pennsylvania
$10K – – –
CIM
38
Contravisory Investment Management
Massachusetts
$9K – – –
RFM
39
Royal Fund Management
Florida
$9K – – –
APA
40
American Portfolios Advisors
New York
$8.13K – – –
SBL
41
Sargent Bickham Lagudis
Colorado
$8K – – –
AG
42
Advisor Group
Arizona
$7K – – –
IA
43
IFP Advisors
Florida
$6K +$1.01K +41 +20%
APP
44
Avantax Planning Partners
Iowa
$6K +$6K +250 New
AIP
45
Ameritas Investment Partners
Nebraska
$5K – – –
AOWM
46
Alpha Omega Wealth Management
Virginia
$5K – – –
CWA
47
Clarus Wealth Advisors
Arizona
$5K +$48 +2 +1%
JFA
48
JNBA Financial Advisors
Minnesota
$5K +$5K +200 New
ASN
49
Advisory Services Network
Georgia
$4K -$4.25K -186 -52%
KL
50
KWMG LLC
Kansas
$4K – – –
1
2
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