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Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

Invesco WilderHill Clean Energy ETF logo
$14.65 -0.09 (-0.61%)
As of 01:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$25.44M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.89M
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PBW Institutional Buying and Selling by Quarter

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Invesco WilderHill Clean Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025CX Institutional46,612$734K0.0%N/A0.346%
4/9/2025 Moller Wealth Partners33,240$523K0.1%-2.2%0.246%
2/18/2025Alpine Global Management LLC18,720$375K0.1%N/A0.126%
2/17/2025D. E. Shaw & Co. Inc.71,302$1.43M0.0%-8.1%0.478%
2/17/2025EP Wealth Advisors LLC7,957$159K0.0%-12.3%0.053%
2/17/2025Bank of America Corp DE186,020$3.72M0.0%-60.9%1.248%
2/17/2025BNP Paribas1,500$31K0.0%N/A0.010%
2/17/2025BNP Paribas Financial Markets41,082$822K0.0%+193.8%0.276%
2/17/2025Ameriprise Financial Inc.21,545$441K0.0%-41.4%0.145%
2/14/2025Jane Street Group LLC11,890$238K0.0%N/A0.080%
2/14/2025Alpine Global Management LLC18,720$375K0.1%N/A0.126%
2/14/2025Susquehanna International Group LLP101,917$2.04M0.0%+25.4%0.684%
2/14/2025Stifel Financial Corp12,300$246K0.0%-25.7%0.082%
2/14/2025Tower Research Capital LLC TRC 43,933$879K0.0%+76.1%0.295%
2/13/2025Raymond James Financial Inc.135,414$2.71M0.0%N/A0.908%
2/13/2025Envestnet Asset Management Inc.16,226$325K0.0%-54.2%0.109%
2/13/2025Wells Fargo & Company MN36,813$737K0.0%-40.0%0.247%
2/12/2025Allianz SE219,068$4.49M0.1%N/A1.469%
2/12/2025Howe & Rusling Inc.4,894$98K0.0%-24.3%0.033%
2/12/2025JPMorgan Chase & Co.1,339$27K0.0%+136.2%0.009%
2/11/2025LPL Financial LLC55,394$1.11M0.0%-15.7%0.372%
2/10/2025Envestnet Portfolio Solutions Inc.79,421$1.59M0.0%+10.3%0.533%
2/10/2025Family Firm Inc.62,774$1.26M0.2%-19.5%0.421%
2/10/2025Commonwealth Equity Services LLC39,203$784K0.0%-21.5%0.263%
2/7/2025Natural Investments LLC10,555$211K0.1%N/A0.071%
2/7/2025Wealthfront Advisers LLC40,702$814K0.0%+60.8%0.273%
2/7/2025PNC Financial Services Group Inc.1,929$39K0.0%-26.2%0.013%
2/6/2025Raymond James Financial Inc.135,414$2.71M0.0%N/A0.908%
2/5/2025John G Ullman & Associates Inc.125,800$2.52M0.4%+7.0%0.844%
2/5/2025Motco2,245$45K0.0%-53.1%0.015%
2/5/2025Nwam LLC11,193$224K0.0%-12.1%0.075%
1/31/2025Truist Financial Corp44,346$887K0.0%-3.3%0.297%
1/30/2025TigerOak Management L.L.C.18,775$376K0.1%N/A0.126%
1/22/2025Prism Advisors Inc.10,347$207K0.1%N/A0.069%
1/17/2025Evolution Wealth Advisors LLC11,108$222K0.0%-22.6%0.075%
1/7/2025 Moller Wealth Partners33,983$680K0.2%-7.1%0.228%
11/15/2024EP Wealth Advisors LLC9,077$182K0.0%-36.3%0.061%
11/12/2024Nwam LLC12,728$255K0.0%N/A0.085%
11/12/2024Citigroup Inc.382,302$7.66M0.0%+1,145.6%2.564%
11/9/2024John G Ullman & Associates Inc.117,600$2.36M0.3%+119.0%0.789%
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10/25/2024Gateway Wealth Partners LLC32,976$661K0.2%+10.7%0.221%
10/24/2024Wealth Enhancement Advisory Services LLC13,658$274K0.0%+6.9%0.092%
10/9/2024 Moller Wealth Partners36,580$733K0.2%+7.4%0.245%
8/21/2024Truist Financial Corp46,472$936K0.0%-5.2%0.312%
8/16/2024Gateway Wealth Partners LLC29,782$600K0.2%-13.8%0.200%
8/16/2024Northwestern Mutual Wealth Management Co.4,463$90K0.0%+20.7%0.030%
8/8/2024Wealthspire Advisors LLC30,533$615K0.0%+27.2%0.205%
7/24/2024Family Firm Inc.78,195$1.58M0.2%+16.1%0.524%
7/19/2024Raymond James & Associates99,820$2.01M0.0%+1.1%0.669%
7/16/2024Envestnet Portfolio Solutions Inc.102,365$2.06M0.0%+1.1%0.687%
7/16/2024Wealth Enhancement Advisory Services LLC12,771$257K0.0%-10.6%0.086%
7/10/2024Albion Financial Group UT1,397$28K0.0%-54.2%0.009%
5/16/2024B. Riley Wealth Advisors Inc.7,175$165K0.0%N/A0.048%
5/15/2024Quadrature Capital Ltd26,944$620K0.0%N/A0.181%
5/10/2024Motco4,426$102K0.0%+18.4%0.030%
5/10/2024Nwam LLC10,790$248K0.0%-49.2%0.072%
5/7/2024Wealthspire Advisors LLC23,995$553K0.0%-59.6%0.161%
5/6/2024Envestnet Portfolio Solutions Inc.101,234$2.33M0.0%+22.3%0.679%
5/6/2024John G Ullman & Associates Inc.87,700$2.02M0.3%+38.9%0.588%
5/4/2024Geneos Wealth Management Inc.1,141$26K0.0%-36.9%0.008%
5/2/2024Family Firm Inc.67,378$1.55M0.4%+12.3%0.452%
4/30/2024North Star Investment Management Corp.3,394$78K0.0%-58.6%0.021%
4/29/2024Commonwealth Equity Services LLC65,528$1.51M0.0%-5.8%0.412%
4/22/2024Accordant Advisory Group Inc2,260$52K0.0%N/A0.014%
4/18/2024Total Wealth Planning LLC21,084$486K0.1%-14.6%0.132%
4/15/2024Wealthcare Advisory Partners LLC16,758$386K0.0%+7.5%0.105%
4/11/2024 Moller Wealth Partners33,575$774K0.2%+28.6%0.194%
4/5/2024Prism Advisors Inc.9,355$216K0.1%N/A0.054%
2/22/2024Scarborough Advisors LLC970$29K0.0%N/A0.006%
2/12/2024Tradition Wealth Management LLC11,551$343K0.0%+43.2%0.067%
2/12/2024Laidlaw Wealth Management LLC10,185$303K0.1%-33.1%0.059%
2/12/2024Steward Partners Investment Advisory LLC35,376$1.05M0.0%+4.0%0.204%
2/12/2024 Parallel Advisors LLC1,100$33K0.0%N/A0.006%
2/9/2024Tidemark LLC7,357$219K0.1%N/A0.042%
2/9/2024Motco3,737$111K0.0%+55.1%0.022%
2/7/2024Envestnet Portfolio Solutions Inc.82,793$2.46M0.0%+58.0%0.477%
2/7/2024Summit Place Financial Advisors LLC9,000$267K0.2%N/A0.052%
2/7/2024BNP Paribas Financial Markets13,536$402K0.0%-25.6%0.078%
2/7/2024Wealthspire Advisors LLC59,341$1.76M0.0%+156.6%0.342%
2/6/2024Wealthcare Advisory Partners LLC15,590$463K0.0%+22.6%0.090%
2/6/2024NTV Asset Management LLC29,898$889K0.1%-29.0%0.172%
2/6/2024Howe & Rusling Inc.5,989$178K0.0%-19.3%0.035%
2/5/2024Total Wealth Planning LLC24,695$734K0.1%N/A0.142%
1/31/2024Onyx Bridge Wealth Group LLC8,177$243K0.0%-10.4%0.047%
1/31/2024Evolution Wealth Advisors LLC14,733$438K0.1%-21.4%0.085%
1/31/2024John G Ullman & Associates Inc.63,150$1.88M0.3%-35.1%0.364%
1/30/2024Harel Insurance Investments & Financial Services Ltd.223,249$6.64M0.1%-0.2%1.287%
1/26/2024Cerity Partners LLC18,365$545K0.0%+3.3%0.106%
1/26/2024Geneos Wealth Management Inc.1,807$54K0.0%-30.7%0.010%
1/25/2024Instrumental Wealth LLC46,458$1.38M1.5%+26.5%0.268%
Why "Made in America" could cost millions their job (Ad)

President Trump promised tariffs will bring jobs home... that factories will soon be full again... and that American workers will thrive. But buried in the fine print is a dark truth... Those factories are filled with a much different kind of worker.

I recently flew a camera crew halfway across the country to meet me in Fort Worth, Texas so I could
1/24/2024International Assets Investment Management LLC7,801$232K0.0%N/A0.045%
1/24/2024All Season Financial Advisors Inc.8,551$254K0.2%N/A0.049%
1/16/2024Raymond James Financial Services Advisors Inc.74,827$2.22M0.0%+54.7%0.431%
1/12/2024Mutual Advisors LLC9,171$273K0.0%N/A0.053%
1/10/2024 Moller Financial Services26,101$776K0.2%+61.2%0.150%
1/10/2024North Star Investment Management Corp.8,199$244K0.0%-37.6%0.047%
1/9/2024 Arlington Financial Advisors LLC170,695$5.07M1.5%N/A0.984%
12/6/2023Citigroup Inc.31,414$987K0.0%+21.2%0.181%
11/24/2023EP Wealth Advisors LLC14,927$469K0.0%+28.4%0.086%
11/13/2023LPL Financial LLC242,142$7.61M0.0%-6.8%1.396%
(Data available from 1/1/2016 forward)

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PBW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBW shares?

During the previous two years, 96 institutional investors and hedge funds held shares of Invesco WilderHill Clean Energy ETF. The most heavily invested institutionals were Credit Suisse AG ($8.69M), Citigroup Inc. ($7.66M), Harel Insurance Investments & Financial Services Ltd. ($6.64M), Arlington Financial Advisors LLC ($5.07M), Allianz SE ($4.49M), Bank of America Corp DE ($3.72M), and Osaic Holdings Inc. ($3.38M).Learn more on PBW's institutional investors.

Which institutional investors have been buying Invesco WilderHill Clean Energy ETF stock?

Of the 74 institutional investors that purchased Invesco WilderHill Clean Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citigroup Inc. ($362.59K), Raymond James Financial Inc. ($270.83K), Allianz SE ($219.07K), Arlington Financial Advisors LLC ($170.70K), John G Ullman & Associates Inc. ($124.30K), Envestnet Portfolio Solutions Inc. ($109.77K), and Wade G W & Inc. ($109.22K).

How much institutional buying is happening at Invesco WilderHill Clean Energy ETF?

Institutional investors have bought a total of 2,296,708 shares in the last 24 months. This purchase volume represents approximately $60.29M in transactions.

Which Invesco WilderHill Clean Energy ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold Invesco WilderHill Clean Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($289.58K), LPL Financial LLC ($52.54K), Raymond James Financial Services Advisors Inc. ($36.89K), Wealthspire Advisors LLC ($35.80K), John G Ullman & Associates Inc. ($34.20K), Wells Fargo & Company MN ($24.53K), and NTV Asset Management LLC ($21.46K).

How much institutional selling is happening at Invesco WilderHill Clean Energy ETF?

Institutional investors have sold a total of 759,945 shares in the last 24 months. This volume of shares sold represents approximately $19.42M in transactions.


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This page (NYSEARCA:PBW) was last updated on 4/16/2025 by MarketBeat.com Staff
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