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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

83 hedge funds and large institutions have $18.2M invested in Invesco WilderHill Clean Energy ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
1
Zurich Insurance Group
Switzerland
$4.56M
2
ST
2
Spinnaker Trust
Maine
$1.22M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$257K
4
TFF
4
The Family Firm
Maryland
$207K
5
JGUA
5
John G. Ullman & Associates
New York
$288K

Top Sellers

1
EDRH
1
Edmond de Rothschild Holding
Switzerland
$404K
2
EDRAML
2
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$404K
3
CG
3
Colony Group
Massachusetts
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$381K
5
Bank of America
5
Bank of America
North Carolina
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
51
Private Ocean
California
$38K – – –
KPCM
52
Kings Point Capital Management
New York
$28K – – –
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$27K +$12.3K +604 +83%
WEC
54
Winslow Evans & Crocker
Massachusetts
$22.2K – – –
AssetMark Inc
55
AssetMark Inc
California
$19K +$140 +7 +0.7%
MFS
56
MSI Financial Services
Massachusetts
$18K -$349 -17 -2%
EWM
57
Evercore Wealth Management
New York
$14K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$13K – – –
AIG
59
American International Group
New York
$7K +$400 +20 +6%
NFG
60
Next Financial Group
Texas
$6K – – –
WCM
61
Wealthcare Capital Management
Virginia
$5K – – –
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
MA
63
MUFG Americas
New York
$4K – – –
AIP
64
Ameritas Investment Partners
Nebraska
$4K – – –
AF
65
Allworth Financial
California
$3K – – –
AA
66
Apriem Advisors
California
$2K -$3K -150 -60%
Creative Planning
67
Creative Planning
Kansas
$2K -$1.67K -100 -45%
PSC
68
Prentiss Smith & Co
Vermont
$2K -$1.8K -90 -47%
TCM
69
Tradewinds Capital Management
Washington
$2K – – –
First Manhattan
70
First Manhattan
New York
$2K – – –
BWP
71
Baldwin Wealth Partners
Massachusetts
$2K +$2K +80 New
IA
72
IFP Advisors
Florida
$1K -$15.9K -127 -94%
FMP
73
Financial Management Professionals
Texas
$1K – – –
ARMC
74
American Research & Management Company
Massachusetts
$1K – – –
WA
75
Winfield Associates
Ohio
$1K – – –
1 2
3
4