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Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

Invesco WilderHill Clean Energy ETF logo
$20.33
+0.28 (+1.40%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$16.27M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.00M
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PBW Institutional Buying and Selling by Quarter

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
10/25/2024 Gateway Wealth Partners LLC32,976$661K0.2%+10.7%0.221%
10/24/2024 Wealth 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%
8/16/2024 Gateway 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%
7/16/2024 Envestnet Portfolio Solutions Inc.102,365$2.06M0.0%+1.1%0.687%
7/16/2024 Wealth Enhancement Advisory Services LLC12,771$257K0.0%-10.6%0.086%
7/10/2024 Albion 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%
5/6/2024 Envestnet 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%
4/30/2024 North 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%
4/22/2024 Accordant Advisory Group Inc2,260$52K0.0%N/A0.014%
4/18/2024 Total 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%
4/5/2024 Prism Advisors Inc.9,355$216K0.1%N/A0.054%
2/22/2024 Scarborough 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%
2/12/2024Parallel 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%
2/7/2024 Envestnet Portfolio Solutions Inc.82,793$2.46M0.0%+58.0%0.477%
2/7/2024 Summit 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%
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2/6/2024 NTV Asset Management LLC29,898$889K0.1%-29.0%0.172%
2/6/2024Howe & Rusling Inc.5,989$178K0.0%-19.3%0.035%
2/5/2024 Total 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%
1/30/2024 Harel 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%
1/25/2024 Instrumental Wealth LLC46,458$1.38M1.5%+26.5%0.268%
1/24/2024 International Assets Investment Management LLC7,801$232K0.0%N/A0.045%
1/24/2024 All 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%
1/12/2024 Mutual Advisors LLC9,171$273K0.0%N/A0.053%
1/10/2024 Moller Financial Services26,101$776K0.2%+61.2%0.150%
1/10/2024 North Star Investment Management Corp.8,199$244K0.0%-37.6%0.047%
1/9/2024Arlington 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%
11/13/2023Laidlaw Wealth Management LLC15,231$479K0.1%-10.8%0.088%
11/13/2023 Envestnet Portfolio Solutions Inc.52,410$1.65M0.0%N/A0.302%
11/9/2023One Capital Management LLC9,633$303K0.0%-6.0%0.056%
11/9/2023Citigroup Inc.31,414$987K0.0%+21.2%0.181%
11/9/2023Howe & Rusling Inc.7,419$233K0.0%+65.9%0.043%
11/8/2023Wade G W & Inc.100,432$3.16M0.1%-10.0%0.579%
11/8/2023Pathstone Family Office LLC10,214$321K0.0%N/A0.059%
11/8/2023J.P. Morgan Private Wealth Advisors LLC8,358$263K0.0%-13.7%0.048%
11/8/2023Western Wealth Management LLC6,446$203K0.0%-36.7%0.037%
11/7/2023Motco2,410$76K0.0%+39.8%0.014%
11/7/2023 JFG Wealth Management LLC6,731$212K0.1%-12.8%0.039%
11/7/2023Evolution Wealth Advisors LLC18,747$589K0.1%-24.5%0.108%
11/6/2023 NTV Asset Management LLC42,125$1.32M0.2%+1.3%0.243%
11/2/2023Diversified LLC6,904$217K0.1%-8.5%0.040%
11/1/2023John G Ullman & Associates Inc.97,350$3.06M0.5%+39.7%0.561%
11/1/2023Retirement Income Solutions Inc13,403$421K0.1%+5.5%0.077%
11/1/2023Wealthfront Advisers LLC19,869$624K0.0%+10.3%0.115%
11/1/2023Nwam LLC22,463$706K0.1%+2.9%0.129%
10/30/2023 Carmichael Hill & Associates Inc.1,214$38K0.0%+72.2%0.007%
10/24/2023Raymond James Financial Services Advisors Inc.48,354$1.52M0.0%-43.3%0.279%
10/24/2023 Bank Hapoalim BM100,911$3.17M0.5%N/A0.582%
10/24/2023 Cambridge Investment Research Advisors Inc.42,202$1.33M0.0%-2.6%0.243%
10/23/2023Commonwealth Equity Services LLC78,297$2.46M0.0%-4.8%0.451%
10/20/2023Family Firm Inc.62,068$1.95M0.5%-2.7%0.358%
10/18/2023 Instrumental Wealth LLC36,723$1.11M1.3%+56.9%0.212%
10/18/2023 CX Institutional42,065$1.32M0.1%N/A0.242%
10/16/2023Onyx Bridge Wealth Group LLC9,122$287K0.1%N/A0.053%
10/12/2023IFP Advisors Inc1,245$39K0.0%-47.9%0.007%
10/12/2023Wealthcare Advisory Partners LLC12,711$399K0.0%-10.4%0.073%
10/11/2023AE Wealth Management LLC8,082$254K0.0%+5.5%0.047%
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8/30/2023Western Wealth Management LLC10,179$408K0.0%+11.1%0.059%
8/14/2023Howe & Rusling Inc.4,473$179K0.0%+71.8%0.026%
8/11/2023Cibc World Market Inc.26,897$1.08M0.0%+100.2%0.155%
8/10/2023Osaic Holdings Inc.84,195$3.38M0.0%-12.8%0.485%
8/10/2023Commonwealth Equity Services LLC82,252$3.30M0.0%+10.0%0.474%
8/10/2023 Cary Street Partners Investment Advisory LLC715$29K0.0%+116.7%0.004%
8/10/2023Nwam LLC21,829$876K0.1%+37.3%0.126%
8/10/2023Cetera Advisor Networks LLC48,042$1.93M0.0%+59.8%0.277%
8/9/2023BNP Paribas Arbitrage SNC16,344$656K0.0%-18.1%0.094%
8/9/2023Providence First Trust Co23,972$962K0.5%-1.6%0.138%
(Data available from 1/1/2016 forward)

PBW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBW shares?

During the previous two years, 109 institutional investors and hedge funds held shares of Invesco WilderHill Clean Energy ETF. The most heavily invested institutionals were Bank of America Corp DE ($65.74M), Credit Suisse AG ($8.69M), LPL Financial LLC ($7.61M), Harel Insurance Investments & Financial Services Ltd. ($6.64M), Arlington Financial Advisors LLC ($5.07M), Envestnet Asset Management Inc. ($4.05M), 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 82 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: Arlington Financial Advisors LLC ($170.70K), Wade G W & Inc. ($109.22K), Envestnet Portfolio Solutions Inc. ($102.37K), Bank Hapoalim BM ($100.91K), Raymond James Financial Services Advisors Inc. ($52.36K), Credit Suisse AG ($52.31K), and John G Ullman & Associates Inc. ($52.20K).

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

Institutional investors have bought a total of 1,328,540 shares in the last 24 months. This purchase volume represents approximately $45.50M in transactions.

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

Of the 63 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 ($1.03M), Credit Suisse AG ($146.30K), Raymond James & Associates ($65.51K), LPL Financial LLC ($57.50K), Total Wealth Planning LLC ($47.28K), Raymond James Financial Services Advisors Inc. ($36.89K), and Wealthspire Advisors LLC ($35.80K).

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

Institutional investors have sold a total of 1,765,016 shares in the last 24 months. This volume of shares sold represents approximately $66.23M in transactions.


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This page (NYSEARCA:PBW) was last updated on 11/2/2024 by MarketBeat.com Staff
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