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Invesco WilderHill Clean Energy ETF
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Overview Fund Activity

249 hedge funds and large institutions have $410M invested in Invesco WilderHill Clean Energy ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
73
Reduced
74
Closed
31
Calls
$23.6M
Puts
$20.1M
Net Calls
+$3.52M
Net Calls Change
+$8.14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.2M
2
SM
2
SG3 Management
Puerto Rico
$7.3M
3
CS
3
Credit Suisse
Switzerland
$12.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$2.42M
5
TI
5
Trexquant Investment
Connecticut
$2.02M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.74M
2
CPO
2
Cerity Partners OCIO
New York
$0
3
TC
3
Trilogy Capital
California
$0
4
Bank of America
4
Bank of America
North Carolina
$70M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$132K – – –
APA
152
American Portfolios Advisors
New York
$128K -$47.5K -665 -27%
BAM
153
Belpointe Asset Management
Nevada
$127K -$36.4K -511 -22%
AFS
154
Annapolis Financial Services
Maryland
$112K +$112K +1,572 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$105K -$2.68K -37 -2%
AWM
156
Accel Wealth Management
Iowa
$99K -$8.58K -120 -8%
JWA
157
JFS Wealth Advisors
Pennsylvania
$92K +$6.58K +92 +8%
William Blair & Company
158
William Blair & Company
Illinois
$91K +$38.9K +547 +75%
Optiver Holding
159
Optiver Holding
Netherlands
$90K +$46.9K +630 +109%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$86K +$86K +1,204 New
AWM
161
Activest Wealth Management
Florida
$84K +$498 +7 +0.6%
M
162
MOTCO
Texas
$78K – – –
BCV
163
Banque Cantonale Vaudoise
Switzerland
$67K +$5.32K +75 +9%
CIAS
164
Capital Investment Advisory Services
North Carolina
$58K +$8.7K +121 +18%
US Bancorp
165
US Bancorp
Minnesota
$49K – – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$48K – – –
GT
167
Glenmede Trust
Pennsylvania
$47K +$28.5K +400 +154%
FP
168
Financial Perspectives
Minnesota
$46.6K – – –
MCC
169
Money Concepts Capital
Florida
$46K +$46K +640 New
SMA
170
Sage Mountain Advisors
Georgia
$39K – – –
SWA
171
SOA Wealth Advisors
New York
$38K -$7.31K -102 -16%
SWM
172
Spire Wealth Management
Virginia
$36K -$18K -254 -33%
PA
173
Parallel Advisors
California
$34K +$4.14K +58 +14%
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$33K +$14.7K +205 +80%
CHC
175
City Holding Co
West Virginia
$33K +$16.4K +280 +99%
5 6
7
8 9