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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

88 hedge funds and large institutions have $46.5M invested in Invesco WilderHill Clean Energy ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.6M
2
NCM
2
Niemann Capital Management
Nevada
$3.99M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.37M
4
PVH
4
Psagot Value Holdings
Israel
$1.25M
5
1IC
5
1919 Investment Counsel
Maryland
$1.86M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
DS
2
DRW Securities
Illinois
$485K
3
SG Americas Securities
3
SG Americas Securities
New York
$2.81M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
51
Winslow Evans & Crocker
Massachusetts
$41K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$35K – – –
AP
53
Advisors Preferred
Maryland
$31.6K -$56.7K -1,600 -64%
Axa
54
Axa
France
$29K – – –
AF
55
Arrow Financial
New York
$28K – – –
EWM
56
Evercore Wealth Management
New York
$25K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$23K – – –
Citigroup
58
Citigroup
New York
$22K – – –
NSIM
59
North Star Investment Management
Illinois
$18K +$18K +501 New
TF
60
Trutina Financial
Washington
$16K +$16K +445 New
AIG
61
American International Group
New York
$15.3K -$14.9K -420 -49%
CLOS
62
Compagnie Lombard Odier SCmA
Switzerland
$15K – – –
BAM
63
Barrett Asset Management
New York
$13K – – –
Creative Planning
64
Creative Planning
Kansas
$13K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$12K – – –
MFS
66
MSI Financial Services
Massachusetts
$12K – – –
WCM
67
Wealthcare Capital Management
Virginia
$12K +$12K +333 New
MA
68
MUFG Americas
New York
$10K – – –
PSI
69
Pinnacle Summer Investments
Virginia
$7K – – –
PSC
70
Prentiss Smith & Co
Vermont
$7K – – –
AA
71
Apriem Advisors
California
$6K – – –
CCS
72
Crosspoint Capital Strategies
California
$6K – – –
PAS
73
Partnervest Advisory Services
California
$5K +$1.42K +40 +40%
First Manhattan
74
First Manhattan
New York
$4K – – –
TCM
75
Tradewinds Capital Management
Washington
$4K – – –
1 2
3
4