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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 %
WIA
151
Wetzel Investment Advisors
Indiana
$1K +$1K +40 New
Franklin Resources
152
Franklin Resources
California
$921 – – –
AAG
153
Armstrong Advisory Group
Massachusetts
$892 – – –
PS
154
Principal Securities
Iowa
$743 +$743 +25 New
RIL
155
Rothschild Investment LLC
Illinois
$446 +$446 +15 New
NFSG
156
Newbridge Financial Services Group
Florida
$208 -$1.04K -35 -83%
SMA
157
Sage Mountain Advisors
Georgia
$127 – – –
GRP
158
Global Retirement Partners
California
$121 +$121 +5 New
LFA
159
Livelsberger Financial Advisory
Ohio
$119 +$119 +4 New
CPA
160
Clear Point Advisors
New York
$32 +$32 +1 New
HWA
161
Heritage Wealth Advisors
Virginia
$20 +$20 +1 New
GW
162
GW & Wade
Massachusetts
– -$3.16M -100,432 Closed
CI
163
CX Institutional
Indiana
– -$1.32M -42,065 Closed
CIBC World Market
164
CIBC World Market
Ontario, Canada
– -$1.15M -36,726 Closed
PFT
165
Providence First Trust
Arizona
– -$753K -23,972 Closed
FT
166
Fiduciary Trust
Massachusetts
– -$718K -22,860 Closed
Fidelity International
167
Fidelity International
Bermuda
– -$600K -19,071 Closed
Walleye Capital
168
Walleye Capital
New York
– -$432K -13,746 Closed
OCM
169
One Capital Management
California
– -$303K -9,633 Closed
IWM
170
IHT Wealth Management
Illinois
– -$294K -9,365 Closed
MCM
171
MAI Capital Management
Ohio
– -$245K -7,795 Closed
HighTower Advisors
172
HighTower Advisors
Illinois
– -$233K -7,384 Closed
PA
173
Prism Advisors
California
– -$226K -7,183 Closed
BRWA
174
B. Riley Wealth Advisors
Florida
– -$226K -7,175 Closed
D
175
Diversified
Delaware
– -$217K -6,904 Closed
4 5 6
7
8