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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

82 hedge funds and large institutions have $21.3M invested in Invesco WilderHill Clean Energy ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.69M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$690K
3
Jane Street
3
Jane Street
New York
$182K
4
Bank of America
4
Bank of America
North Carolina
$5.57M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.04M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$476K
2
PAG
2
Pinnacle Advisory Group
Maryland
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
PSI
5
Pinnacle Summer Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Evercore Wealth Management
New York
$19K – – –
CLOS
52
Compagnie Lombard Odier SCmA
Switzerland
$12K -$16.7K -600 -58%
WCM
53
Wealthcare Capital Management
Virginia
$9K +$27 +1 +0.3%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$8K – – –
MA
55
MUFG Americas
New York
$8K – – –
MFS
56
MSI Financial Services
Massachusetts
$8K +$542 +20 +7%
NFG
57
Next Financial Group
Texas
$8K +$3K +120 +60%
AIG
58
American International Group
New York
$7.58K -$5.42K -200 -42%
AA
59
Apriem Advisors
California
$7K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$5K – – –
PSC
61
Prentiss Smith & Co
Vermont
$5K – – –
RPG
62
Risk Paradigm Group
Texas
$4.37K +$27 +1 +0.6%
WA
63
WFG Advisors
Texas
$4K – – –
AF
64
Allworth Financial
California
$4K – – –
TCM
65
Tradewinds Capital Management
Washington
$3K – – –
GI
66
Gradient Investments
Minnesota
$3K +$1.06K +34 +55%
GWA
67
Genesis Wealth Advisors
Massachusetts
$2.44K – – –
First Manhattan
68
First Manhattan
New York
$2K -$700 -35 -26%
FMP
69
Financial Management Professionals
Texas
$2K – – –
RFA
70
Reilly Financial Advisors
California
$2K – – –
IF
71
Ironwood Financial
Arizona
$2K – – –
WIC
72
Woodmont Investment Counsel
Tennessee
$2K +$2K +60 New
VIA
73
Vantage Investment Advisors
Pennsylvania
$1K -$1.02K -45 -51%
WT
74
Whittier Trust
California
$1K – – –
TFA
75
Transamerica Financial Advisors
Florida
$1K – – –
1 2
3
4