PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

80 hedge funds and large institutions have $30.9M invested in Invesco WilderHill Clean Energy ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.43M
2
Bank of America
2
Bank of America
North Carolina
$7.03M
3
VF
3
Virtu Financial
New York
$318K
4
Jane Street
4
Jane Street
New York
$268K
5
Wells Fargo
5
Wells Fargo
California
$1.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$252K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.22M
3
PVH
3
Psagot Value Holdings
Israel
$389K
4
CIM
4
Contravisory Investment Management
Massachusetts
$0
5
U
5
UBS
Switzerland
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Arrow Financial
New York
$25K – – –
EWM
52
Evercore Wealth Management
New York
$22K – – –
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$19K – – –
CCS
54
Crosspoint Capital Strategies
California
$15K +$10K +320 +200%
CLOS
55
Compagnie Lombard Odier SCmA
Switzerland
$14K – – –
Creative Planning
56
Creative Planning
Kansas
$12K – – –
Deutsche Bank
57
Deutsche Bank
Germany
$11K -$310 -10 -3%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$11K – – –
WCM
59
Wealthcare Capital Management
Virginia
$11K +$33 +1 +0.3%
PAG
60
Private Advisor Group
New Jersey
$11K +$11K +358 New
MFS
61
MSI Financial Services
Massachusetts
$9K -$1.96K -60 -18%
MA
62
MUFG Americas
New York
$9K – – –
AA
63
Apriem Advisors
California
$8K +$640 +20 +9%
NFG
64
Next Financial Group
Texas
$7K +$7K +214 New
PSC
65
Prentiss Smith & Co
Vermont
$6K – – –
TCM
66
Tradewinds Capital Management
Washington
$4K – – –
First Manhattan
67
First Manhattan
New York
$4K – – –
Canada Life
68
Canada Life
Manitoba, Canada
$4K – – –
WA
69
WFG Advisors
Texas
$4K +$4K +140 New
AP
70
Advisors Preferred
Maryland
$3.6K -$19.5K -618 -84%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$2K -$7.14K -200 -78%
EWM
72
Elite Wealth Management
Washington
$2K – – –
KTC
73
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
WT
74
Whittier Trust
California
$2K – – –
FWM
75
Focused Wealth Management
New York
$1K – – –
1 2
3
4