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Invesco WilderHill Clean Energy ETF
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Overview Fund Activity

162 hedge funds and large institutions have $141M invested in Invesco WilderHill Clean Energy ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
34
Reduced
54
Closed
33
Calls
$562K
Puts
$565K
Net Calls
-$3K
Net Calls Change
-$450K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
AFA
2
Arlington Financial Advisors
California
$5.07M
3
GWP
3
Gateway Wealth Partners
Wisconsin
$1.28M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.11M
5
WANY
5
Wealthspire Advisors (New York)
New York
$1.76M

Top Sellers

1
GW
1
GW & Wade
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$10.4M
3
CI
3
CX Institutional
Indiana
$0
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$0
5
JGUA
5
John G. Ullman & Associates
New York
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.05M +$40.8K +1,373 +4%
Ameriprise
27
Ameriprise
Minnesota
$1.05M +$124K +4,182 +13%
UBS Group
28
UBS Group
Switzerland
$950K -$448K -15,072 -32%
NAM
29
NTV Asset Management
West Virginia
$889K -$363K -12,227 -29%
PCM
30
Prelude Capital Management
New York
$870K +$870K +29,274 New
Citigroup
31
Citigroup
New York
$824K -$110K -3,692 -12%
MWP
32
Moller Wealth Partners
$776K +$295K +9,914 +61%
TWP
33
Total Wealth Planning
Ohio
$734K +$734K +24,695 New
Wealthfront Advisers
34
Wealthfront Advisers
California
$727K +$136K +4,588 +23%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$700K +$700K +23,548 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$660K +$660K +22,207 New
NL
37
NWAM LLC
Washington
$632K -$35.9K -1,207 -5%
FTUS
38
Flow Traders U.S.
New York
$623K +$623K +20,969 New
MML Investors Services
39
MML Investors Services
Massachusetts
$600K +$90.8K +3,058 +18%
Cerity Partners
40
Cerity Partners
New York
$545K +$17.6K +592 +3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$477K -$32.9K -1,106 -6%
Stifel Financial
42
Stifel Financial
Missouri
$466K +$20.5K +690 +5%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$463K +$85.6K +2,879 +23%
EWA
44
Evolution Wealth Advisors
Florida
$438K -$119K -4,014 -21%
EWA
45
EP Wealth Advisors
California
$435K -$8.8K -296 -2%
BBVA
46
Banco Bilbao Vizcaya Argentaria
Spain
$419K -$67.4K -2,268 -14%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$402K -$139K -4,667 -26%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$353K -$32.7K -1,099 -8%
CAN
49
Cetera Advisor Networks
California
$347K -$29.2K -982 -8%
TWM
50
Tradition Wealth Management
Minnesota
$343K +$103K +3,484 +43%
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