PBW icon

Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

81 hedge funds and large institutions have $30.6M invested in Invesco WilderHill Clean Energy ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-7
Holders Change %
-7.95%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$2.16M
2
Wells Fargo
Wells Fargo
California
$1.25M
3
U
UBS
Switzerland
$2.1M
4
CCM
Covington Capital Management
California
$701K
5
NSIM
North Star Investment Management
Illinois
$214K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$6.24M
2
NCM
Niemann Capital Management
Nevada
$0
3
FMP
Financial Management Professionals
Texas
$56K
4
SG Americas Securities
SG Americas Securities
New York
$0
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.24M -$4.05M -117,434 -39%
Morgan Stanley
2
Morgan Stanley
New York
$5.57M -$629K -18,268 -10%
Goldman Sachs
3
Goldman Sachs
New York
$2.16M +$2.16M +62,790 New
U
4
UBS
Switzerland
$2.1M +$419K +12,159 +25%
1IC
5
1919 Investment Counsel
Maryland
$1.92M +$105K +3,034 +6%
Wells Fargo
6
Wells Fargo
California
$1.25M +$482K +13,979 +63%
LPL Financial
7
LPL Financial
California
$1.04M -$77.5K -2,250 -7%
PVH
8
Psagot Value Holdings
Israel
$969K -$245K -7,120 -20%
MCM
9
Manchester Capital Management
Vermont
$805K -$4.82K -140 -0.6%
Citadel Advisors
10
Citadel Advisors
Florida
$766K +$19.8K +576 +3%
CCM
11
Covington Capital Management
California
$701K +$327K +9,530 +88%
FT
12
Fiduciary Trust
Massachusetts
$591K +$27.1K +787 +5%
VKH
13
Virtu KCG Holdings
New York
$575K -$479K -13,900 -45%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$451K +$60.1K +1,746 +15%
CIM
15
Contravisory Investment Management
Massachusetts
$443K +$27.2K +789 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$427K -$214K -6,200 -33%
CB
17
Commerce Bank
Missouri
$382K +$93K +2,700 +32%
BHIA
18
Birch Hill Investment Advisors
Massachusetts
$372K – – –
HC
19
Highmount Capital
New York
$331K – – –
US Bancorp
20
US Bancorp
Minnesota
$249K +$5.45K +158 +2%
LWI
21
Long Wharf Investors
Massachusetts
$242K -$3.14K -91 -1%
PAG
22
Pinnacle Advisory Group
Maryland
$230K – – –
NSIM
23
North Star Investment Management
Illinois
$214K +$197K +5,716 +1,141%
AC
24
Addison Capital
Pennsylvania
$212K -$1.38K -40 -0.6%
Stifel Financial
25
Stifel Financial
Missouri
$179K +$179K +5,209 New
1
2 3 4