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Invesco WilderHill Clean Energy ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
176
JFG Wealth Management
Colorado
-$212K -6,731 Closed
WWM
177
Western Wealth Management
Colorado
-$203K -6,446 Closed
Creative Planning
178
Creative Planning
Kansas
-$73.1K -2,327 Closed
VNA
179
Valley National Advisers
Pennsylvania
-$49K -1,559 Closed
BAAM
180
Baker Avenue Asset Management
California
-$28.3K -900 Closed
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
-$22.5K -715 Closed
MRCM
182
M&R Capital Management
New Jersey
-$13.4K -425 Closed
BFEC
183
Benjamin F. Edwards & Company
Missouri
-$13K -410 Closed
Legacy Financial Group (Iowa)
184
Legacy Financial Group (Iowa)
Iowa
-$6.85K -218 Closed
NCM
185
Northwest Capital Management
Oregon
-$6.29K -200 Closed
HL
186
HeadInvest LLC
Maine
-$5.87K -195 Closed
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
-$3.93K -125 Closed
PTC
188
Private Trust Company
Ohio
-$3.61K -115 Closed
CSWM
189
Cassady Schiller Wealth Management
Ohio
-$2.95K -94 Closed
PWMG
190
Provence Wealth Management Group
California
-$2.33K -74 Closed
WT
191
Washington Trust
Rhode Island
-$2.2K -70 Closed
SWM
192
Spire Wealth Management
Virginia
-$1.51K -48 Closed
RIA
193
Realta Investment Advisors
Delaware
-$1.08K -27 Closed
HCP
194
Hexagon Capital Partners
Arkansas
-$409 -13 Closed