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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

83 hedge funds and large institutions have $18.7M invested in Invesco WilderHill Clean Energy ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
19
Closed
14
Calls
$38K
Puts
–
Net Calls
+$38K
Net Calls Change
+$38K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.21M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.16M
3
VKH
3
Virtu KCG Holdings
New York
$236K
4
Jane Street
4
Jane Street
New York
$204K
5
TSS
5
Two Sigma Securities
New York
$185K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$185K
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$114K
3
Morgan Stanley
3
Morgan Stanley
New York
$726K
4
JGUA
4
John G. Ullman & Associates
New York
$556K
5
FT
5
Fiduciary Trust
Massachusetts
$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$19K +$15.3K +821 +411%
MFS
52
MSI Financial Services
Massachusetts
$15K -$437 -23 -3%
Creative Planning
53
Creative Planning
Kansas
$15K +$12.7K +676 +563%
EWM
54
Evercore Wealth Management
New York
$13K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$12K – – –
Citigroup
56
Citigroup
New York
$11K -$1.42K -79 -11%
NFG
57
Next Financial Group
Texas
$11K – – –
AG
58
Advisor Group
Arizona
$6K – – –
WCM
59
Wealthcare Capital Management
Virginia
$5K – – –
PCFFS
60
Pacific Center for Financial Services
California
$5K +$5K +289 New
WEC
61
Winslow Evans & Crocker
Massachusetts
$4.03K – – –
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
AIP
63
Ameritas Investment Partners
Nebraska
$4K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$4K +200 New
AF
65
Allworth Financial
California
$3K – – –
PSC
66
Prentiss Smith & Co
Vermont
$2K – – –
Bessemer Group
67
Bessemer Group
New Jersey
$2K – – –
AA
68
Apriem Advisors
California
$2K – – –
TCM
69
Tradewinds Capital Management
Washington
$2K – – –
AA
70
AlphaMark Advisors
Kentucky
$2K +$2K +85 New
First Manhattan
71
First Manhattan
New York
$1K – – –
RFA
72
Reilly Financial Advisors
California
$1K – – –
BWP
73
Baldwin Wealth Partners
Massachusetts
$1K – – –
FMP
74
Financial Management Professionals
Texas
$1K – – –
WA
75
Winfield Associates
Ohio
$1K – – –
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3
4