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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

88 hedge funds and large institutions have $17.4M invested in Invesco WilderHill Clean Energy ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$670K
2
Goldman Sachs
Goldman Sachs
New York
$696K
3
JGUA
John G. Ullman & Associates
New York
$748K
4
Bank of America
Bank of America
North Carolina
$2.29M
5
TFF
The Family Firm
Maryland
$649K

Top Sellers

1
BHIA
Birch Hill Investment Advisors
Massachusetts
$77K
2
FT
Fiduciary Trust
Massachusetts
$239K
3
PAG
Pinnacle Advisory Group
Maryland
$0
4
FAAS
First Allied Advisory Services
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1
Zurich Insurance Group
Switzerland
$4.83M – – –
Bank of America
2
Bank of America
North Carolina
$2.29M +$243K +12,539 +12%
Morgan Stanley
3
Morgan Stanley
New York
$963K -$30.4K -1,568 -3%
PVH
4
Psagot Value Holdings
Israel
$795K -$50.1K -2,588 -6%
JGUA
5
John G. Ullman & Associates
New York
$748K +$292K +15,080 +64%
Goldman Sachs
6
Goldman Sachs
New York
$696K +$605K +31,245 +663%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$670K +$612K +31,664 +1,062%
TFF
8
The Family Firm
Maryland
$649K +$122K +6,304 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$392K +$1.76K +91 +0.5%
CCM
10
Covington Capital Management
California
$387K – – –
Neuberger Berman Group
11
Neuberger Berman Group
New York
$365K +$15.5K +800 +4%
Citadel Advisors
12
Citadel Advisors
Florida
$316K -$113K -5,823 -26%
Wells Fargo
13
Wells Fargo
California
$274K +$34.2K +1,769 +14%
NSIM
14
North Star Investment Management
Illinois
$257K -$5.2K -268 -2%
FT
15
Fiduciary Trust
Massachusetts
$239K -$138K -7,083 -37%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$237K +$24.9K +1,290 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$236K +$812 +42 +0.3%
EDRH
18
Edmond de Rothschild Holding
Switzerland
$219K +$20.5K +1,060 +10%
EDRAML
19
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$219K +$20.5K +1,060 +10%
Brown Advisory
20
Brown Advisory
Maryland
$207K +$193 +10 +0.1%
LPL Financial
21
LPL Financial
California
$206K -$26.2K -1,365 -11%
UBS Group
22
UBS Group
Switzerland
$170K -$3.36K -174 -2%
Stifel Financial
23
Stifel Financial
Missouri
$148K +$29.2K +1,505 +25%
SC
24
Scotia Capital
Ontario, Canada
$142K -$3.49K -181 -2%
BAM
25
Barrett Asset Management
New York
$142K – – –
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