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Invesco WilderHill Clean Energy ETF
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Overview Fund Activity

173 hedge funds and large institutions have $216M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
55
Closed
27
Calls
$1.4M
Puts
$955K
Net Calls
+$440K
Net Calls Change
+$524K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$24M
2
GW
2
GW & Wade
Massachusetts
$5.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.09M
4
Wells Fargo
4
Wells Fargo
California
$3.6M
5
EWA
5
EP Wealth Advisors
California
$3.24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$49.7M
2
UBS Group
2
UBS Group
Switzerland
$1.7M
3
TWP
3
Total Wealth Planning
Ohio
$215K
4
LPL Financial
4
LPL Financial
California
$10.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Washington Trust
Rhode Island
$2.83K – – –
PP
152
Pacifica Partners
Canada
$2.76K – – –
JFG
153
JDM Financial Group
Texas
$2.7K +$40 +1 +2%
BONH
154
Bank of New Hampshire
New Hampshire
$2.63K -$10.1K -250 -79%
NL
155
NVWM LLC
Pennsylvania
$2.59K – – –
LC
156
Lindbrook Capital
California
$2.26K +$2.18K +54 +2,700%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$2.12K +$2.12K +54 New
ADL
158
Asset Dedication LLC
California
$2K – – –
KM
159
Kalos Management
Georgia
$1.86K – – –
CYG
160
Clean Yield Group
Vermont
$1.86K +$1.86K +46 New
CFD
161
Creative Financial Designs
Indiana
$1.75K – – –
NFSG
162
Newbridge Financial Services Group
Florida
$1.7K – – –
QCG
163
Quadrant Capital Group
Ohio
$1.69K +$40 +1 +2%
AA
164
Ancora Advisors
Ohio
$1.46K +$1.46K +36 New
HCM
165
Hollencrest Capital Management
California
$1.41K – – –
Franklin Resources
166
Franklin Resources
California
$1.25K – – –
AAG
167
Armstrong Advisory Group
Massachusetts
$1.21K – – –
PTC
168
Private Trust Company
Ohio
$1.21K +$1.21K +30 New
FMP
169
Financial Management Professionals
Texas
$1K – – –
WAM
170
Worth Asset Management
Texas
$613 – – –
HCP
171
Hexagon Capital Partners
Arkansas
$566 -$809 -20 -59%
SMA
172
Sage Mountain Advisors
Georgia
$169 – – –
TCM
173
Tradewinds Capital Management
Washington
$41 -$5.7K -139 -99%
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
– -$949K -24,771 Closed
Jane Street
175
Jane Street
New York
– -$766K -19,978 Closed
4 5 6
7
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