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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

85 hedge funds and large institutions have $15.9M invested in Invesco WilderHill Clean Energy ETF in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
22
Closed
11
Calls
–
Puts
$47K
Net Calls
-$47K
Net Calls Change
-$47K

Top Buyers

1
ST
Spinnaker Trust
Maine
$916K
2
EDRH
Edmond de Rothschild Holding
Switzerland
$721K
3
LPL Financial
LPL Financial
California
$631K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$658K
5
Goldman Sachs
Goldman Sachs
New York
$121K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.75M
2
UBS Group
UBS Group
Switzerland
$210K
3
Jane Street
Jane Street
New York
$56K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$50K
5
Stifel Financial
Stifel Financial
Missouri
$63K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
76
Ausdal Financial Partners
Iowa
$2K +$2K +91 New
FWM
77
Focused Wealth Management
New York
$1K -$219 -7 -18%
VIA
78
Vantage Investment Advisors
Pennsylvania
$1K – – –
ARMC
79
American Research & Management Company
Massachusetts
$1K – – –
FMP
80
Financial Management Professionals
Texas
$1K – – –
WA
81
Winfield Associates
Ohio
$1K – – –
FIB
82
First Interstate Bank
Montana
$1K – – –
WIC
83
Woodmont Investment Counsel
Tennessee
$1K – – –
WT
84
Whittier Trust
California
$1K – – –
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
– -$87K -4,260 Closed
SCM
86
Stonehearth Capital Management
Massachusetts
– -$70K -3,429 Closed
TFF
87
The Family Firm
Maryland
– -$70K -3,395 Closed
CA
88
Cetera Advisors
Colorado
– -$49K -2,445 Closed
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
– -$29K -1,422 Closed
PSI
90
Pinnacle Summer Investments
Virginia
– -$22K -1,059 Closed
MCM
91
Manchester Capital Management
Vermont
– -$8K -390 Closed
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
– -$6K -300 Closed
FCCM
93
First City Capital Management
Georgia
– -$4.1K -200 Closed
RPG
94
Risk Paradigm Group
Texas
– -$3.33K -162 Closed
BCM
95
Brookstone Capital Management
Illinois
– -$1K -35 Closed
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