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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

86 hedge funds and large institutions have $37.1M invested in Invesco WilderHill Clean Energy ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
17
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.65M
2
DS
2
DRW Securities
Illinois
$1.82M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.17M
4
FIG
4
FundX Investment Group
California
$1.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$660K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
KFS
2
KMS Financial Services
Washington
$0
3
LPL Financial
3
LPL Financial
California
$770K
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$218K
5
Wells Fargo
5
Wells Fargo
California
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Arrow Financial
New York
$25K – – –
EWM
52
Evercore Wealth Management
New York
$22K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$20K – – –
Citigroup
54
Citigroup
New York
$20K – – –
SHWM
55
Smith & Howard Wealth Management
Georgia
$19K -$1.18K -36 -6%
CLOS
56
Compagnie Lombard Odier SCmA
Switzerland
$14K +$14K +432 New
BAM
57
Barrett Asset Management
New York
$12K – – –
Creative Planning
58
Creative Planning
Kansas
$11K -$18.5K -596 -63%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$11K -$1.94K -60 -15%
MFS
60
MSI Financial Services
Massachusetts
$11K +$985 +30 +10%
V
61
Veritable
Delaware
$11K +$11K +329 New
MA
62
MUFG Americas
New York
$9K – – –
PSI
63
Pinnacle Summer Investments
Virginia
$7K – – –
PSC
64
Prentiss Smith & Co
Vermont
$6K -$1.9K -60 -24%
AA
65
Apriem Advisors
California
$6K – – –
WA
66
WFG Advisors
Texas
$6K +$64 +2 +1%
CCS
67
Crosspoint Capital Strategies
California
$6K +$6K +160 New
First Manhattan
68
First Manhattan
New York
$4K -$2.07K -70 -34%
TCM
69
Tradewinds Capital Management
Washington
$4K +$4K +120 New
PAS
70
Partnervest Advisory Services
California
$3K +$3K +101 New
KTC
71
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
WT
72
Whittier Trust
California
$2K – – –
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$2K – – –
BC
74
Blackhill Capital
New Jersey
$2K +$2K +50 New
TWA
75
TCI Wealth Advisors
Arizona
$1K -$69.1K -1,106 -99%
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3
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