PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

79 hedge funds and large institutions have $30.8M invested in Invesco WilderHill Clean Energy ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$3.28M
2
SG Americas Securities
2
SG Americas Securities
New York
$1.66M
3
CS
3
Credit Suisse
Switzerland
$1.26M
4
LPL Financial
4
LPL Financial
California
$1.55M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$763K

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$213K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
1IC
3
1919 Investment Counsel
Maryland
$998K
4
Bank of America
4
Bank of America
North Carolina
$6.11M
5
U
5
UBS
Switzerland
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Evercore Wealth Management
New York
$22K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$20K -$15.7K -510 -44%
SHWM
53
Smith & Howard Wealth Management
Georgia
$20K +$20K +617 New
Citigroup
54
Citigroup
New York
$19K -$2.26K -73 -11%
TF
55
Trutina Financial
Washington
$14K +$14K +445 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$13K -$15.6K -480 -55%
BAM
57
Barrett Asset Management
New York
$12K – – –
Ameriprise
58
Ameriprise
Minnesota
$10K -$1.64K -52 -14%
MFS
59
MSI Financial Services
Massachusetts
$10K – – –
MA
60
MUFG Americas
New York
$9K -$7.71K -240 -46%
PSC
61
Prentiss Smith & Co
Vermont
$8K – – –
PSI
62
Pinnacle Summer Investments
Virginia
$7K – – –
AA
63
Apriem Advisors
California
$6K – – –
WA
64
WFG Advisors
Texas
$6K – – –
First Manhattan
65
First Manhattan
New York
$6K – – –
SMA
66
Simply Money Advisors
Ohio
$4K +$4K +132 New
SFS
67
Signator Financial Services
Massachusetts
$3K – – –
RNS
68
Robert N. Shapiro
$3K – – –
WT
69
Whittier Trust
California
$2K – – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2K – – –
KTC
71
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
FWM
72
Focused Wealth Management
New York
$2K +$2K +71 New
ARMC
73
American Research & Management Company
Massachusetts
$1K – – –
SFSIG
74
San Francisco Sentry Investment Group
California
$1K – – –
SNT
75
Security National Trust
West Virginia
$1K – – –
1 2
3
4