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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

85 hedge funds and large institutions have $19.7M invested in Invesco WilderHill Clean Energy ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-5
Holders Change %
-5.56%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$500K
2
FT
Fiduciary Trust
Massachusetts
+$302K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$177K
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$152K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$140K

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.69M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.24M
4
Morgan Stanley
Morgan Stanley
New York
-$1.06M
5
VKH
Virtu KCG Holdings
New York
-$793K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Evercore Wealth Management
New York
$20K +$20K +700 New
AWS
52
Aris Wealth Services
Pennsylvania
$19K +$19K +675 New
AIG
53
American International Group
New York
$13.4K -$14.4K -515 -52%
GWM
54
Gupta Wealth Management
California
$13K +$13K +460 New
WCM
55
Wealthcare Capital Management
Virginia
$9K +$27 +1 +0.3%
MA
56
MUFG Americas
New York
$8K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$8K – – –
MFS
58
MSI Financial Services
Massachusetts
$8K – – –
AA
59
Apriem Advisors
California
$7K – – –
MWAN
60
Mariner Wealth Advisors (NYC)
Kansas
$6K +$6K +230 New
NFG
61
Next Financial Group
Texas
$5K – – –
PSC
62
Prentiss Smith & Co
Vermont
$5K – – –
Creative Planning
63
Creative Planning
Kansas
$5K +$588 +20 +13%
AIP
64
Ameritas Investment Partners
Nebraska
$5K +$609 +24 +14%
RPG
65
Risk Paradigm Group
Texas
$4.48K +$4.48K +160 New
Canada Life
66
Canada Life
Manitoba, Canada
$4K – – –
WA
67
WFG Advisors
Texas
$4K – – –
AF
68
Allworth Financial
California
$4K +$4K +146 New
FMP
69
Financial Management Professionals
Texas
$3K -$51.5K -1,562 -94%
IF
70
Ironwood Financial
Arizona
$3K – – –
First Manhattan
71
First Manhattan
New York
$3K – – –
TCM
72
Tradewinds Capital Management
Washington
$3K – – –
GWA
73
Genesis Wealth Advisors
Massachusetts
$2.52K – – –
GI
74
Gradient Investments
Minnesota
$2K – – –
RFA
75
Reilly Financial Advisors
California
$2K +$944 +34 +89%
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3
4 5