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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.2M 1,386,686 +742,433 +115%
Bank of America
2
Bank of America
North Carolina
$10.4M 349,541 -71,317 -17%
Goldman Sachs
3
Goldman Sachs
New York
$7.71M 259,465 -27,961 -10%
LPL Financial
4
LPL Financial
California
$6.64M 223,437 -18,705 -8%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$6.64M 223,249 -449 -0.2%
CS
6
Credit Suisse
Switzerland
$5.95M 200,158 -429 -0.2%
AFA
7
Arlington Financial Advisors
California
$5.07M 170,695 +170,695 New
Osaic Holdings
8
Osaic Holdings
Arizona
$3.3M 111,029 +14,700 +15%
BHB
9
Bank Hapoalim BM
Israel
$3M 100,911 – –
RJA
10
Raymond James & Associates
Florida
$2.87M 96,401 +306 +0.3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$2.46M 82,793 +30,383 +58%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.22M 74,827 +26,473 +55%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.07M 69,580 -8,717 -11%
Truist Financial
14
Truist Financial
North Carolina
$1.96M 65,978 -43 -0.1%
JGUA
15
John G. Ullman & Associates
New York
$1.88M 63,150 -34,200 -35%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.81M 60,969 +186 +0.3%
TFF
17
The Family Firm
Maryland
$1.78M 60,022 -2,046 -3%
WANY
18
Wealthspire Advisors (New York)
New York
$1.76M 59,341 +36,215 +157%
Wells Fargo
19
Wells Fargo
California
$1.54M 51,825 +631 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$1.42M 47,711 +32,855 +221%
GWP
21
Gateway Wealth Partners
Wisconsin
$1.28M 42,922 +42,922 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.2M 40,459 -1,743 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.15M 38,536 -12,717 -25%
IW
24
Instrumental Wealth
Florida
$1.12M 46,458 +9,735 +27%
TRCT
25
Tower Research Capital (TRC)
New York
$1.11M 37,465 +37,148 +11,719%
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