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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 %
Bank of America
1
Bank of America
North Carolina
$2.75M -$770K -32,506 -22%
Morgan Stanley
2
Morgan Stanley
New York
$1.67M -$66.7K -2,817 -4%
PVH
3
Psagot Value Holdings
Israel
$1.09M -$4.74K -200 -0.4%
ST
4
Spinnaker Trust
Maine
$916K +$916K +38,670 New
EDRH
5
Edmond de Rothschild Holding
Switzerland
$721K +$531K +22,420 +280%
EDRAML
6
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$721K +$721K +30,418 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$658K +$328K +13,853 +100%
FT
8
Fiduciary Trust
Massachusetts
$644K -$43.7K -1,843 -6%
LPL Financial
9
LPL Financial
California
$631K +$331K +14,314 +110%
CCM
10
Covington Capital Management
California
$473K -$592 -25 -0.1%
Citadel Advisors
11
Citadel Advisors
Florida
$454K +$28.4K +1,198 +7%
Wells Fargo
12
Wells Fargo
California
$334K -$57.3K -2,427 -15%
NSIM
13
North Star Investment Management
Illinois
$320K +$8K +338 +3%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$309K -$54.5K -2,303 -15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$284K +$31.4K +1,322 +12%
BHIA
16
Birch Hill Investment Advisors
Massachusetts
$265K – – –
Brown Advisory
17
Brown Advisory
Maryland
$228K – – –
UBS Group
18
UBS Group
Switzerland
$210K -$500K -21,092 -70%
CG
19
Colony Group
Massachusetts
$199K – – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$199K +$53.5K +2,260 +37%
BCM
21
BTR Capital Management
California
$185K +$18.5K +780 +11%
PAG
22
Pinnacle Advisory Group
Maryland
$158K – – –
FAAS
23
First Allied Advisory Services
California
$150K +$47.2K +1,983 +46%
CB
24
Commerce Bank
Missouri
$149K -$10.2K -430 -6%
OWD
25
Osborn Williams & Donohoe
Ohio
$133K – – –
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