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Invesco WilderHill Clean Energy ETF
PBW

71 hedge funds and large institutions have $27M invested in Invesco WilderHill Clean Energy ETF in 2013 Q2 according to their latest regulatory filings, with 71 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.04% more ownership

Funds ownership: 0% → 3.04% (+3%)

Holders
71
Holders Change
+71
Holders Change %
–
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
71
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.56M +$5.12M +206,324 New
PAG
2
Pinnacle Advisory Group
Maryland
$5.53M +$5.1M +205,347 New
Morgan Stanley
3
Morgan Stanley
New York
$3.41M +$3.14M +126,446 New
U
4
UBS
Switzerland
$1.74M +$1.6M +64,585 New
1IC
5
1919 Investment Counsel
Maryland
$1.55M +$1.43M +57,417 New
Wells Fargo
6
Wells Fargo
California
$1.15M +$1.06M +42,637 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.1M +$1.02M +40,941 New
LPL Financial
8
LPL Financial
California
$594K +$548K +22,079 New
KFS
9
KMS Financial Services
Washington
$583K +$537K +21,630 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$512K +$472K +19,017 New
FT
11
Fiduciary Trust
Massachusetts
$495K +$456K +18,365 New
Goldman Sachs
12
Goldman Sachs
New York
$407K +$375K +15,107 New
MCM
13
Manchester Capital Management
Vermont
$360K +$332K +13,370 New
LWI
14
Long Wharf Investors
Massachusetts
$340K +$313K +12,625 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$329K +$303K +12,193 New
CCM
16
Covington Capital Management
California
$282K +$260K +10,455 New
US Bancorp
17
US Bancorp
Minnesota
$274K +$253K +10,170 New
CB
18
Commerce Bank
Missouri
$270K +$249K +10,011 New
BHIA
19
Birch Hill Investment Advisors
Massachusetts
$264K +$243K +9,800 New
HC
20
Highmount Capital
New York
$259K +$238K +9,600 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$162K – – –
Invesco
22
Invesco
Georgia
$137K +$127K +5,104 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$136K +$125K +5,031 New
Northern Trust
24
Northern Trust
Illinois
$128K +$118K +4,748 New
CS
25
Credit Suisse
Switzerland
$116K +$107K +4,318 New
1
2 3

PBW Hedge Fund Activity: Q2 2013 in Review

71 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q2 2013, worth a combined $27M.

Buyers outnumbered sellers: 71 funds opened new PBW positions and 0 closed out — a net gain of 71 holders — while 0 added to existing stakes and 0 trimmed.

  • 71 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $27M of Invesco WilderHill Clean Energy ETF stock for Q2 2013.
  • 71 funds opened new Invesco WilderHill Clean Energy ETF positions in Q2 2013 and 0 closed out, a net change of +71 holders.

Based on aggregated 13F filings for Q2 2013.