Funds holding Invesco WilderHill Clean Energ
ISIN US46137V1347 · United States · LEI 54930063ZXNKHHP8WC41
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.1M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| FundX Aggressive ETF FundX Investment Trust | 27,660 | 1.1M $ | 3.37 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| FundX Aggressive ETF FundX Investment Trust | 3.37 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 27,660 | +3,985.7 % |
| 2026Q2 | 1 | -1 | 677 | -99.6 % |
| 2026Q1 | 2 | 0 | 182,638 | +55.7 % |
| 2025Q4 | 2 | 117,308 |
Institutional managers
143 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 1,492,014 | 47.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 430,157 | 13.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 335,904 | 10.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 276,145 | 8.7M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 260,117 | 8.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 210,284 | 6.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 184,706 | 5.8M $ | as of Mar 31, 2026 |
| Allianz SE | 169,068 | 5.3M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 127,672 | 4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 91,522 | 2.9M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 90,605 | 2.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 80,407 | 2.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 75,813 | 2.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 72,289 | 2.3M $ | as of Mar 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | 64,608 | 2M $ | as of Mar 31, 2026 |
| GTS SECURITIES LLC | 63,062 | 2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 53,638 | 1.7M $ | as of Mar 31, 2026 |
| Financial Management Professionals, Inc. | 50,997 | 1.6M $ | as of Mar 31, 2026 |
| Q3 Asset Management | 48,287 | 1.5K $ | as of Mar 31, 2026 |
| Fortis Group Advisors, LLC | 46,875 | 1.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 43,162 | 1.4M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 42,746 | 1.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 41,813 | 1.3M $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 41,395 | 1.3M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,666 | 1.2M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding Invesco WilderHill Clean Energ". https://titelia.com/en/stocks/invesco-wilderhill-clean-energ-US46137V1347