PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

82 hedge funds and large institutions have $12.8M invested in Invesco WilderHill Clean Energy ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$197K
2
PAG
2
Pinnacle Advisory Group
Maryland
$137K
3
TFF
3
The Family Firm
Maryland
$70K
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$52K
5
FNFDCM
5
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$47K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.05M
2
Wells Fargo
2
Wells Fargo
California
$339K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
EDRH
4
Edmond de Rothschild Holding
Switzerland
$164K
5
MCM
5
Manchester Capital Management
Vermont
$8K
Name Holding Trade Value Shares
Change 		Shares
Change %
PSI
51
Pinnacle Summer Investments
Virginia
$22K +$22K +1,059 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$20K – – –
EWM
53
Evercore Wealth Management
New York
$14K – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$12K +$12K +581 New
MCM
55
Manchester Capital Management
Vermont
$8K -$193K -9,400 -96%
WCM
56
Wealthcare Capital Management
Virginia
$7K +$21 +1 +0.3%
AIG
57
American International Group
New York
$7K +$1.06K +50 +18%
NFG
58
Next Financial Group
Texas
$7K +$1.11K +60 +19%
MFS
59
MSI Financial Services
Massachusetts
$6K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$6K – – –
WA
61
WFG Advisors
Texas
$6K +$3.2K +160 +114%
AA
62
Apriem Advisors
California
$5K – – –
FCCM
63
First City Capital Management
Georgia
$4.1K +$4.1K +200 New
MA
64
MUFG Americas
New York
$4K -$1.6K -80 -29%
PSC
65
Prentiss Smith & Co
Vermont
$4K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$4K – – –
RPG
67
Risk Paradigm Group
Texas
$3.33K +$21 +1 +0.6%
AF
68
Allworth Financial
California
$3K – – –
Creative Planning
69
Creative Planning
Kansas
$3K +$3K +170 New
TCM
70
Tradewinds Capital Management
Washington
$2K – – –
IF
71
Ironwood Financial
Arizona
$2K – – –
First Manhattan
72
First Manhattan
New York
$2K – – –
FMP
73
Financial Management Professionals
Texas
$1K -$625 -35 -38%
RFA
74
Reilly Financial Advisors
California
$1K – – –
ARMC
75
American Research & Management Company
Massachusetts
$1K – – –
1 2
3
4