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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

90 hedge funds and large institutions have $27.3M invested in Invesco WilderHill Clean Energy ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
14
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.05M
2
PVH
2
Psagot Value Holdings
Israel
$1.58M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.24M
4
VKH
4
Virtu KCG Holdings
New York
$894K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.04M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.8M
2
Wells Fargo
2
Wells Fargo
California
$514K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.87M
4
VF
4
Virtu Financial
New York
$0
5
MCM
5
Manchester Capital Management
Vermont
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
76
First City Capital Management
Georgia
$2.37K +$2.37K +90 New
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
GI
78
Gradient Investments
Minnesota
$2K +$2K +62 New
IF
79
Ironwood Financial
Arizona
$2K +$2K +91 New
WA
80
Winfield Associates
Ohio
$1K – – –
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1K – – –
ARMC
82
American Research & Management Company
Massachusetts
$1K – – –
FWM
83
Focused Wealth Management
New York
$1K – – –
VIA
84
Vantage Investment Advisors
Pennsylvania
$1K – – –
WT
85
Whittier Trust
California
$1K – – –
LNB
86
Ledyard National Bank
$1K – – –
RFA
87
Reilly Financial Advisors
California
$1K – – –
TFA
88
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
BRWA
89
B. Riley Wealth Advisors
Florida
$11 +$11 +429 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 – – –
VF
91
Virtu Financial
New York
– -$318K -10,050 Closed
M&T Bank
92
M&T Bank
New York
– -$237K -7,500 Closed
PA
93
Paracle Advisors
Washington
– -$78K -2,466 Closed
WAM
94
Weatherly Asset Management
California
– -$71K -2,242 Closed
FNFDCM
95
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$38K -1,204 Closed
EWM
96
Evercore Wealth Management
New York
– -$22K -700 Closed
PAG
97
Private Advisor Group
New Jersey
– -$11K -358 Closed
AP
98
Advisors Preferred
Maryland
– -$3.6K -114 Closed
EWM
99
Elite Wealth Management
Washington
– -$2K -62 Closed
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