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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

90 hedge funds and large institutions have $27.3M invested in Invesco WilderHill Clean Energy ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
14
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.05M
2
PVH
2
Psagot Value Holdings
Israel
$1.58M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.24M
4
VKH
4
Virtu KCG Holdings
New York
$894K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.04M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.8M
2
Wells Fargo
2
Wells Fargo
California
$514K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.87M
4
VF
4
Virtu Financial
New York
$0
5
MCM
5
Manchester Capital Management
Vermont
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
51
Winslow Evans & Crocker
Massachusetts
$30.5K – – –
Citigroup
52
Citigroup
New York
$29K -$9K -335 -24%
Axa
53
Axa
France
$27K – – –
AIG
54
American International Group
New York
$26.2K -$18.2K -691 -41%
AF
55
Arrow Financial
New York
$21K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$16K – – –
CLOS
57
Compagnie Lombard Odier SCmA
Switzerland
$11K – – –
Deutsche Bank
58
Deutsche Bank
Germany
$9K – – –
WCM
59
Wealthcare Capital Management
Virginia
$9K +$27 +1 +0.3%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$8K -$1.07K -40 -12%
MFS
61
MSI Financial Services
Massachusetts
$7K – – –
AA
62
Apriem Advisors
California
$7K – – –
MA
63
MUFG Americas
New York
$7K – – –
NFG
64
Next Financial Group
Texas
$5K -$350 -14 -7%
PSC
65
Prentiss Smith & Co
Vermont
$5K – – –
CCS
66
Crosspoint Capital Strategies
California
$4K -$8K -320 -67%
Creative Planning
67
Creative Planning
Kansas
$4K -$5.71K -214 -59%
WA
68
WFG Advisors
Texas
$4K – – –
Canada Life
69
Canada Life
Manitoba, Canada
$4K – – –
AIP
70
Ameritas Investment Partners
Nebraska
$4K +$4K +173 New
NPC
71
National Planning Corporation
California
$3.49K +$3.49K +140 New
TCM
72
Tradewinds Capital Management
Washington
$3K – – –
First Manhattan
73
First Manhattan
New York
$3K – – –
SIG
74
Stanford Investment Group
California
$3K +$3K +100 New
GWA
75
Genesis Wealth Advisors
Massachusetts
$2.51K +$2.51K +90 New
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