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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

89 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 15 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 13 closing their positions.

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
15
Closed
13
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
Northern Trust
5
Northern Trust
Illinois
$168K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.6M 1,493,260 +577,842 +63%
Morgan Stanley
2
Morgan Stanley
New York
$6.37M 898,964 +206,181 +30%
NCM
3
Niemann Capital Management
Nevada
$3.99M 562,864 +562,864 New
FMP
4
Financial Management Professionals
Texas
$3.61M 509,506 +3,280 +0.6%
SG Americas Securities
5
SG Americas Securities
New York
$2.81M 397,054 -99,103 -20%
1IC
6
1919 Investment Counsel
Maryland
$1.86M 263,050 +126,749 +93%
U
7
UBS
Switzerland
$1.72M 243,571 +2,936 +1%
FIG
8
FundX Investment Group
California
$1.52M 214,686 +47,685 +29%
PVH
9
Psagot Value Holdings
Israel
$1.25M 176,196 +146,656 +496%
LPL Financial
10
LPL Financial
California
$1.15M 161,900 +41,367 +34%
VKH
11
Virtu KCG Holdings
New York
$1.08M 153,016 +114,141 +294%
MCM
12
Manchester Capital Management
Vermont
$832K 117,500 +50,650 +76%
Wells Fargo
13
Wells Fargo
California
$785K 110,762 -48,554 -30%
Citadel Advisors
14
Citadel Advisors
Florida
$767K 108,363 +108,363 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$658K 92,990 -553 -0.6%
WSTAM
16
Wilbanks Smith & Thomas Asset Management
Virginia
$617K 87,200 +87,200 New
FT
17
Fiduciary Trust
Massachusetts
$580K 81,908 – –
DS
18
DRW Securities
Illinois
$485K 68,450 -216,799 -76%
CIM
19
Contravisory Investment Management
Massachusetts
$427K 60,312 +60,312 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$402K 56,784 +331 +0.6%
CCM
21
Covington Capital Management
California
$385K 54,441 +2,166 +4%
BHIA
22
Birch Hill Investment Advisors
Massachusetts
$382K 54,000 – –
HC
23
Highmount Capital
New York
$340K 48,000 – –
CB
24
Commerce Bank
Missouri
$297K 41,980 -5,000 -11%
LWI
25
Long Wharf Investors
Massachusetts
$251K 35,508 -32,865 -48%
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