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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

62 hedge funds and large institutions have $19.2M invested in Invesco WilderHill Clean Energy ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-8
Holders Change %
-11.43%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$634K
2
PP
Professional Planning
California
+$386K
3
Bank of America
Bank of America
North Carolina
+$326K
4
AWCI
Alpine Woods Capital Investors
New York
+$299K
5
Citadel Advisors
Citadel Advisors
Florida
+$177K

Top Sellers

1
G
GenTrust
Florida
-$334K
2
Jane Street
Jane Street
New York
-$316K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$202K
4
NSIM
North Star Investment Management
Illinois
-$129K
5
SPIA
Steward Partners Investment Advisory
New York
-$72K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$18K – – –
CTC
27
Central Trust Company
Missouri
$15K +$4.29K +200 +40%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$13K -$1.39K -65 -10%
WAM
29
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
FHA
31
Flagship Harbor Advisors
Massachusetts
$10K +$40 +2 +0.4%
BBA
32
Braun-Bostich & Associates
Pennsylvania
$9K – – –
Citigroup
33
Citigroup
New York
$9K +$22 +1 +0.2%
AG
34
Advisor Group
Arizona
$9K +$3.75K +200 +71%
APA
35
American Portfolios Advisors
New York
$7.02K – – –
CIM
36
Contravisory Investment Management
Massachusetts
$7K -$587 -28 -8%
SBL
37
Sargent Bickham Lagudis
Colorado
$7K – – –
RFM
38
Royal Fund Management
Florida
$7K – – –
ASN
39
Advisory Services Network
Georgia
$6K +$2.18K +100 +57%
AIC
40
Ameritas Investment Company
Nebraska
$5K +$5K +232 New
AIP
41
Ameritas Investment Partners
Nebraska
$4K – – –
CWA
42
Clarus Wealth Advisors
Arizona
$4K +$19 +1 +0.5%
AF
43
Allworth Financial
California
$3K – – –
KL
44
KWMG LLC
Kansas
$3K – – –
PCFFS
45
Pacific Center for Financial Services
California
$3K – – –
IA
46
IFP Advisors
Florida
$2K -$4.08K -163 -67%
CHC
47
City Holding Co
West Virginia
$2K – – –
First Manhattan
48
First Manhattan
New York
$2K – – –
BWM
49
BerganKDV Wealth Management
Minnesota
$2K – – –
CYG
50
Clean Yield Group
Vermont
$2K +$2K +76 New
1
2
3