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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

81 hedge funds and large institutions have $30.6M invested in Invesco WilderHill Clean Energy ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-7
Holders Change %
-7.95%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$2.16M
2
Wells Fargo
Wells Fargo
California
$1.25M
3
U
UBS
Switzerland
$2.1M
4
CCM
Covington Capital Management
California
$701K
5
NSIM
North Star Investment Management
Illinois
$214K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.24M
2
NCM
Niemann Capital Management
Nevada
$0
3
FMP
Financial Management Professionals
Texas
$56K
4
SG Americas Securities
SG Americas Securities
New York
$0
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
51
Pinnacle Summer Investments
Virginia
$18K +$10.4K +300 +136%
CLOS
52
Compagnie Lombard Odier SCmA
Switzerland
$15K – – –
BAM
53
Barrett Asset Management
New York
$13K – – –
Creative Planning
54
Creative Planning
Kansas
$13K +$357 +10 +3%
TAM
55
Tocqueville Asset Management
New York
$13K +$13K +382 New
Deutsche Bank
56
Deutsche Bank
Germany
$12K -$39.5K -1,200 -77%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$12K – – –
MFS
58
MSI Financial Services
Massachusetts
$12K – – –
WCM
59
Wealthcare Capital Management
Virginia
$11K – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$11K +$11K +319 New
MA
61
MUFG Americas
New York
$10K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$9K -$49.8K -1,416 -85%
AA
63
Apriem Advisors
California
$8K +$1.74K +50 +28%
PSC
64
Prentiss Smith & Co
Vermont
$7K – – –
CCS
65
Crosspoint Capital Strategies
California
$5K – – –
PAS
66
Partnervest Advisory Services
California
$5K +$35 +1 +0.7%
Canada Life
67
Canada Life
Manitoba, Canada
$5K +$5K +150 New
First Manhattan
68
First Manhattan
New York
$4K – – –
TCM
69
Tradewinds Capital Management
Washington
$4K – – –
FCCM
70
First City Capital Management
Georgia
$3.1K – – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K – – –
WT
72
Whittier Trust
California
$2K – – –
KTC
73
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
EWM
74
Elite Wealth Management
Washington
$2K +$2K +62 New
LNB
75
Ledyard National Bank
$1K – – –
1 2
3
4