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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

88 hedge funds and large institutions have $17.4M invested in Invesco WilderHill Clean Energy ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$612K
2
Goldman Sachs
Goldman Sachs
New York
+$605K
3
JGUA
John G. Ullman & Associates
New York
+$292K
4
Bank of America
Bank of America
North Carolina
+$243K
5
TFF
The Family Firm
Maryland
+$122K

Top Sellers

1
BHIA
Birch Hill Investment Advisors
Massachusetts
-$139K
2
FT
Fiduciary Trust
Massachusetts
-$138K
3
PAG
Pinnacle Advisory Group
Maryland
-$127K
4
FAAS
First Allied Advisory Services
California
-$115K
5
Citadel Advisors
Citadel Advisors
Florida
-$113K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$13K – – –
Citigroup
52
Citigroup
New York
$13K +$1.24K +66 +11%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$12K -$14.5K -728 -55%
RWA
54
Ropes Wealth Advisors
Massachusetts
$12K +$12K +640 New
NFG
55
Next Financial Group
Texas
$11K +$4.87K +254 +79%
AG
56
Advisor Group
Arizona
$6K -$1.14K -62 -16%
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
WCM
58
Wealthcare Capital Management
Virginia
$5K +$19 +1 +0.4%
WEC
59
Winslow Evans & Crocker
Massachusetts
$4.24K -$17K -880 -80%
CCM
60
Cribstone Capital Management
Maine
$4K – – –
MA
61
MUFG Americas
New York
$4K – – –
AIP
62
Ameritas Investment Partners
Nebraska
$4K – – –
IA
63
IFP Advisors
Florida
$4K +$20 +1 +0.5%
AF
64
Allworth Financial
California
$3K – – –
CWM
65
Concert Wealth Management
California
$3K +$3K +154 New
Creative Planning
66
Creative Planning
Kansas
$2K -$7.28K -437 -78%
Bessemer Group
67
Bessemer Group
New Jersey
$2K – – –
PSC
68
Prentiss Smith & Co
Vermont
$2K – – –
AA
69
Apriem Advisors
California
$2K – – –
TCM
70
Tradewinds Capital Management
Washington
$2K – – –
BWP
71
Baldwin Wealth Partners
Massachusetts
$2K – – –
LAM
72
Lebenthal Asset Management
New York
$2K +$2K +90 New
ARMC
73
American Research & Management Company
Massachusetts
$1K -$1K -35 Closed
WT
74
Whittier Trust
California
$1K – – –
First Manhattan
75
First Manhattan
New York
$1K – – –
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3
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