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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

70 hedge funds and large institutions have $20.9M invested in Invesco WilderHill Clean Energy ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.11M
2
Wells Fargo
Wells Fargo
California
+$1.69M
3
V
Veritable
Delaware
+$238K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$116K
5
PP
Professional Planning
California
+$85.7K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.09M
2
PVH
Psagot Value Holdings
Israel
-$895K
3
Jane Street
Jane Street
New York
-$552K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$458K
5
Citadel Advisors
Citadel Advisors
Florida
-$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
51
KWMG LLC
Kansas
$4K – – –
SWP
52
Stratos Wealth Partners
Ohio
$4K +$4K +168 New
PCFFS
53
Pacific Center for Financial Services
California
$3K – – –
TC
54
Truvestments Capital
Florida
$3K +$3K +102 New
NFG
55
Next Financial Group
Texas
$3K +$3K +140 New
BWM
56
BerganKDV Wealth Management
Minnesota
$2K – – –
PSC
57
Prentiss Smith & Co
Vermont
$2K – – –
First Manhattan
58
First Manhattan
New York
$2K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$2K +$2K +64 New
EA
60
Elm Advisors
California
$2K +$2K +95 New
CHC
61
City Holding Co
West Virginia
$2K +$2K +100 New
GWM
62
Geneos Wealth Management
Colorado
$1K -$2.97K -172 -75%
FMP
63
Financial Management Professionals
Texas
$1K – – –
FWM
64
Focused Wealth Management
New York
$1K – – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +24 New
Goldman Sachs
66
Goldman Sachs
New York
– -$3.09M -124,000 Closed
AP
67
Advisors Preferred
Maryland
– -$176K -7,052 Closed
PFA
68
Pathway Financial Advisors
Vermont
– -$16K -622 Closed
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
– -$12K -480 Closed
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$5K -200 Closed
LC
71
Landaas & Company
Wisconsin
– -$2K -66 Closed
SEI Investments
72
SEI Investments
Pennsylvania
– -$2K -60 Closed
TCM
73
Tradewinds Capital Management
Washington
– -$1K -59 Closed
CF
74
Centaurus Financial
California
– -$1K -40 Closed
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