PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

88 hedge funds and large institutions have $46.5M invested in Invesco WilderHill Clean Energy ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.6M
2
NCM
2
Niemann Capital Management
Nevada
$3.99M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.37M
4
PVH
4
Psagot Value Holdings
Israel
$1.25M
5
1IC
5
1919 Investment Counsel
Maryland
$1.86M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
DS
2
DRW Securities
Illinois
$485K
3
SG Americas Securities
3
SG Americas Securities
New York
$2.81M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
76
First City Capital Management
Georgia
$3.19K +$3.19K +90 New
BRWM
77
B. Riley Wealth Management
Tennessee
$3K +$3K +80 New
KTC
78
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
VIA
79
Vantage Investment Advisors
Pennsylvania
$2K – – –
WT
80
Whittier Trust
California
$2K – – –
ARMC
81
American Research & Management Company
Massachusetts
$1K – – –
TFA
82
Transamerica Financial Advisors
Florida
$1K – – –
SFSIG
83
San Francisco Sentry Investment Group
California
$1K – – –
WA
84
Winfield Associates
Ohio
$1K – – –
FWM
85
Focused Wealth Management
New York
$1K – – –
LNB
86
Ledyard National Bank
$1K – – –
RFA
87
Reilly Financial Advisors
California
$1K – – –
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 – – –
Goldman Sachs
89
Goldman Sachs
New York
– -$4.65M -145,637 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$660K -20,664 Closed
CIBC World Market
91
CIBC World Market
Ontario, Canada
– -$218K -6,829 Closed
Invesco
92
Invesco
Georgia
– -$64K -2,000 Closed
BCM
93
Blume Capital Management
California
– -$26K -800 Closed
SHWM
94
Smith & Howard Wealth Management
Georgia
– -$19K -581 Closed
V
95
Veritable
Delaware
– -$11K -329 Closed
BC
96
Blackhill Capital
New Jersey
– -$2K -50 Closed
Bessemer Group
97
Bessemer Group
New Jersey
– -$1K -40 Closed
SNT
98
Security National Trust
West Virginia
– -$1K -40 Closed
TWA
99
TCI Wealth Advisors
Arizona
– -$1K -16 Closed
1 2 3
4