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Invesco WilderHill Clean Energy ETF
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Overview Fund Activity

238 hedge funds and large institutions have $459M invested in Invesco WilderHill Clean Energy ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 39 closing their positions.

Holders
238
Holders Change
-20
Holders Change %
-7.75%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
73
Reduced
67
Closed
39
Calls
$10.2M
Puts
$14.8M
Net Calls
-$4.63M
Net Calls Change
+$4.12M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$26.9M
2
CPO
2
Cerity Partners OCIO
New York
$8.32M
3
CS
3
Credit Suisse
Switzerland
$8.88M
4
TC
4
Trilogy Capital
California
$4.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.2M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.49M
4
PVH
4
Psagot Value Holdings
Israel
$189K
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$80.4M 1,040,546 -66,706 -6%
Morgan Stanley
2
Morgan Stanley
New York
$63.4M 820,306 +49,894 +6%
LPL Financial
3
LPL Financial
California
$26.9M 348,604 +105,688 +44%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.2M 248,832 +1,878 +0.8%
UBS Group
5
UBS Group
Switzerland
$14.6M 189,600 -4,507 -2%
Goldman Sachs
6
Goldman Sachs
New York
$10.2M 132,585 -316,847 -70%
RJA
7
Raymond James & Associates
Florida
$9.41M 121,833 +7,587 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.24M 119,564 +17,180 +17%
CS
9
Credit Suisse
Switzerland
$8.88M 114,943 +91,539 +391%
ZIG
10
Zurich Insurance Group
Switzerland
$8.86M 114,732 -2,993 -3%
CPO
11
Cerity Partners OCIO
New York
$8.32M 107,727 +97,177 +921%
BWM
12
Bulltick Wealth Management
Florida
$7.07M 91,544 +500 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7M 90,634 +24,017 +36%
Truist Financial
14
Truist Financial
North Carolina
$6.89M 89,192 +7,718 +9%
BOPW
15
Brandywine Oak Private Wealth
Pennsylvania
$6.69M 81,979 +1,960 +2%
Wells Fargo
16
Wells Fargo
California
$5.86M 75,819 -28,277 -27%
EWA
17
Evolution Wealth Advisors
Florida
$5.62M 72,812 +927 +1%
PIC
18
Platt Investment Counsel
Florida
$5.46M 70,711 +588 +0.8%
NAM
19
NTV Asset Management
West Virginia
$5.33M 68,947 -1,625 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.3M 68,669 -1,264 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.12M 66,336 -3,443 -5%
TC
22
Trilogy Capital
California
$4.61M 59,632 +59,632 New
Citadel Advisors
23
Citadel Advisors
Florida
$4.38M 56,701 +6,183 +12%
WANY
24
Wealthspire Advisors (New York)
New York
$4.38M 56,673 -6,155 -10%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.29M 55,505 -41,547 -43%
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