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Invesco WilderHill Clean Energy ETF
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Overview Fund Activity

86 hedge funds and large institutions have $37.1M invested in Invesco WilderHill Clean Energy ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
17
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.65M
2
DS
2
DRW Securities
Illinois
$1.82M
3
SG Americas Securities
3
SG Americas Securities
New York
$3.17M
4
FIG
4
FundX Investment Group
California
$1.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$660K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
KFS
2
KMS Financial Services
Washington
$0
3
LPL Financial
3
LPL Financial
California
$770K
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$218K
5
Wells Fargo
5
Wells Fargo
California
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
76
Focused Wealth Management
New York
$1K -$821 -32 -45%
RFA
77
Reilly Financial Advisors
California
$1K – – –
ARMC
78
American Research & Management Company
Massachusetts
$1K – – –
SFSIG
79
San Francisco Sentry Investment Group
California
$1K – – –
SNT
80
Security National Trust
West Virginia
$1K – – –
LNB
81
Ledyard National Bank
$1K – – –
WA
82
Winfield Associates
Ohio
$1K +$1K +40 New
Bessemer Group
83
Bessemer Group
New Jersey
$1K +$1K +40 New
VIA
84
Vantage Investment Advisors
Pennsylvania
$1K +$1K +43 New
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 +$3 +80 New
CS
86
Credit Suisse
Switzerland
– -$1.26M -39,698 Closed
KFS
87
KMS Financial Services
Washington
– -$733K -23,070 Closed
EB
88
Eastern Bank
Massachusetts
– -$127K -4,000 Closed
Nomura Holdings
89
Nomura Holdings
Japan
– -$110K -3,460 Closed
CYG
90
Clean Yield Group
Vermont
– -$106K -3,327 Closed
William Blair & Company
91
William Blair & Company
Illinois
– -$93K -2,940 Closed
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
– -$69K -2,177 Closed
TAM
93
Trillium Asset Management
Massachusetts
– -$68K -2,135 Closed
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
– -$65K -2,039 Closed
TF
95
Trutina Financial
Washington
– -$14K -445 Closed
SMA
96
Simply Money Advisors
Ohio
– -$4K -132 Closed
RNS
97
Robert N. Shapiro
– -$3K -92 Closed
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