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Invesco WilderHill Clean Energy ETF
PBW

71 hedge funds and large institutions have $27M invested in Invesco WilderHill Clean Energy ETF in 2013 Q2 according to their latest regulatory filings, with 71 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.04% more ownership

Funds ownership: 0% → 3.04% (+3%)

Holders
71
Holders Change
+71
Holders Change %
–
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
71
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$8K +$7.57K +305 New
PSC
52
Prentiss Smith & Co
Vermont
$7K +$6.21K +250 New
BIT
53
BlackRock Institutional Trust
California
$7K +$6.46K +260 New
Deutsche Bank
54
Deutsche Bank
Germany
$7K +$6.7K +270 New
First Manhattan
55
First Manhattan
New York
$6K +$5.09K +205 New
PSI
56
Pinnacle Summer Investments
Virginia
$6K +$5.46K +220 New
AA
57
Apriem Advisors
California
$5K +$4.47K +180 New
WA
58
WFG Advisors
Texas
$5K +$4.59K +185 New
T
59
Thomaspartners
Massachusetts
$3K +$3.08K +124 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$2K +$1.39K +56 New
FMP
61
Financial Management Professionals
Texas
$2K +$1.39K +56 New
KTC
62
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.74K +70 New
SFS
63
Signator Financial Services
Massachusetts
$2K +$1.99K +80 New
RNS
64
Robert N. Shapiro
$2K +$2.28K +92 New
LNB
65
Ledyard National Bank
$1K +$497 +20 New
SFSIG
66
San Francisco Sentry Investment Group
California
$1K +$745 +30 New
ARMC
67
American Research & Management Company
Massachusetts
$1K +$869 +35 New
RFA
68
Reilly Financial Advisors
California
$1K +$944 +38 New
SNT
69
Security National Trust
West Virginia
$1K +$993 +40 New
WT
70
Whittier Trust
California
$1K +$1.24K +50 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
– +$248 +10 New
Brown Advisory
72
Brown Advisory
Maryland
– +$273 +11 New
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PBW Hedge Fund Activity: Q2 2013 in Review

71 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2013, worth a combined $27M.

Buyers outnumbered sellers: 71 funds opened new PBW positions and 0 closed out — a net gain of 71 holders — while 0 added to existing stakes and 0 trimmed.

  • 71 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $27M of Invesco WilderHill Clean Energy ETF stock for Q2 2013.
  • 71 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2013 and 0 closed out, a net change of +71 holders.

Based on aggregated 13F filings for Q2 2013.