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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

85 hedge funds and large institutions have $16M invested in Invesco WilderHill Clean Energy ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
17
Closed
5
Calls
$37K
Puts
–
Net Calls
+$37K
Net Calls Change
+$37K

Top Buyers

1
ZIG
1
Zurich Insurance Group
Switzerland
$4.77M
2
TFF
2
The Family Firm
Maryland
$520K
3
JGUA
3
John G. Ullman & Associates
New York
$450K
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$345K
5
GWM
5
Greenwich Wealth Management
Connecticut
$75K

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$980K
3
LPL Financial
3
LPL Financial
California
$230K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$57K
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$196K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$25K – – –
WEC
52
Winslow Evans & Crocker
Massachusetts
$21K – – –
AssetMark Inc
53
AssetMark Inc
California
$18K +$19 +1 +0.1%
MFS
54
MSI Financial Services
Massachusetts
$17K +$58 +3 +0.3%
EWM
55
Evercore Wealth Management
New York
$13K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$13K – – –
Citigroup
57
Citigroup
New York
$12K -$26.6K -1,388 -69%
Creative Planning
58
Creative Planning
Kansas
$11K +$8.63K +437 +364%
NFG
59
Next Financial Group
Texas
$6K – – –
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
WCM
61
Wealthcare Capital Management
Virginia
$5K +$19 +1 +0.4%
AG
62
Advisor Group
Arizona
$5K +$5K +389 New
MA
63
MUFG Americas
New York
$4K – – –
AIP
64
Ameritas Investment Partners
Nebraska
$4K – – –
IA
65
IFP Advisors
Florida
$4K +$3.84K +191 +2,388%
CCM
66
Cribstone Capital Management
Maine
$4K +$4K +200 New
AF
67
Allworth Financial
California
$3K – – –
AA
68
Apriem Advisors
California
$2K – – –
PSC
69
Prentiss Smith & Co
Vermont
$2K – – –
TCM
70
Tradewinds Capital Management
Washington
$2K – – –
BWP
71
Baldwin Wealth Partners
Massachusetts
$2K – – –
Bessemer Group
72
Bessemer Group
New Jersey
$2K +$2K +100 New
FMP
73
Financial Management Professionals
Texas
$1K – – –
ARMC
74
American Research & Management Company
Massachusetts
$1K – – –
First Manhattan
75
First Manhattan
New York
$1K – – –
1 2
3
4