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Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

Invesco WilderHill Clean Energy ETF logo
$18.91 -0.69 (-3.52%)
As of 02/21/2025 04:10 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)
30
Total
Institutional Inflows
(last 12 months)
$25.15M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.88M
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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
2/18/2025 Alpine Global Management LLC18,720$375K0.1%N/A0.126%
2/17/2025 D. E. Shaw & Co. Inc.71,302$1.43M0.0%-8.1%0.478%
2/17/2025 EP Wealth Advisors LLC7,957$159K0.0%-12.3%0.053%
2/17/2025 Bank of America Corp DE186,020$3.72M0.0%-60.9%1.248%
2/17/2025 BNP Paribas1,500$31K0.0%N/A0.010%
2/17/2025 BNP Paribas Financial Markets41,082$822K0.0%+193.8%0.276%
2/17/2025 Ameriprise Financial Inc.21,545$441K0.0%-41.4%0.145%
2/14/2025 Jane Street Group LLC11,890$238K0.0%N/A0.080%
2/14/2025 Alpine Global Management LLC18,720$375K0.1%N/A0.126%
2/14/2025 Susquehanna International Group LLP101,917$2.04M0.0%+25.4%0.684%
2/14/2025 Stifel Financial Corp12,300$246K0.0%-25.7%0.082%
2/14/2025 Tower Research Capital LLC TRC 43,933$879K0.0%+76.1%0.295%
2/13/2025 Raymond James Financial Inc.135,414$2.71M0.0%N/A0.908%
2/13/2025 Envestnet Asset Management Inc.16,226$325K0.0%-54.2%0.109%
2/13/2025 Wells Fargo & Company MN36,813$737K0.0%-40.0%0.247%
2/12/2025 Allianz SE219,068$4.49M0.1%N/A1.469%
2/12/2025 Howe & Rusling Inc.4,894$98K0.0%-24.3%0.033%
2/12/2025 JPMorgan Chase & Co.1,339$27K0.0%+136.2%0.009%
2/11/2025 LPL Financial LLC55,394$1.11M0.0%-15.7%0.372%
2/10/2025 Envestnet Portfolio Solutions Inc.79,421$1.59M0.0%+10.3%0.533%
2/10/2025 Family Firm Inc.62,774$1.26M0.2%-19.5%0.421%
2/10/2025 Commonwealth Equity Services LLC39,203$784K0.0%-21.5%0.263%
2/7/2025 Natural Investments LLC10,555$211K0.1%N/A0.071%
2/7/2025 Wealthfront Advisers LLC40,702$814K0.0%+60.8%0.273%
2/7/2025 PNC Financial Services Group Inc.1,929$39K0.0%-26.2%0.013%
2/6/2025 Raymond James Financial Inc.135,414$2.71M0.0%N/A0.908%
2/5/2025 John G Ullman & Associates Inc.125,800$2.52M0.4%+7.0%0.844%
2/5/2025 Motco2,245$45K0.0%-53.1%0.015%
2/5/2025 Nwam LLC11,193$224K0.0%-12.1%0.075%
1/31/2025 Truist Financial Corp44,346$887K0.0%-3.3%0.297%
1/30/2025 TigerOak Management L.L.C.18,775$376K0.1%N/A0.126%
1/22/2025 Prism Advisors Inc.10,347$207K0.1%N/A0.069%
1/17/2025 Evolution Wealth Advisors LLC11,108$222K0.0%-22.6%0.075%
1/7/2025 Moller Wealth Partners33,983$680K0.2%-7.1%0.228%
11/15/2024 EP Wealth Advisors LLC9,077$182K0.0%-36.3%0.061%
11/12/2024 Nwam LLC12,728$255K0.0%N/A0.085%
11/12/2024 Citigroup Inc.382,302$7.66M0.0%+1,145.6%2.564%
11/9/2024 John G Ullman & Associates Inc.117,600$2.36M0.3%+119.0%0.789%
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%
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10/9/2024 Moller Wealth Partners36,580$733K0.2%+7.4%0.245%
8/21/2024 Truist Financial Corp46,472$936K0.0%-5.2%0.312%
8/16/2024 Gateway Wealth Partners LLC29,782$600K0.2%-13.8%0.200%
8/16/2024 Northwestern Mutual Wealth Management Co.4,463$90K0.0%+20.7%0.030%
8/8/2024 Wealthspire Advisors LLC30,533$615K0.0%+27.2%0.205%
7/24/2024 Family 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%
5/15/2024 Quadrature Capital Ltd26,944$620K0.0%N/A0.181%
5/10/2024 Motco4,426$102K0.0%+18.4%0.030%
5/10/2024 Nwam LLC10,790$248K0.0%-49.2%0.072%
5/7/2024 Wealthspire 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%
5/6/2024 John G Ullman & Associates Inc.87,700$2.02M0.3%+38.9%0.588%
5/4/2024 Geneos Wealth Management Inc.1,141$26K0.0%-36.9%0.008%
5/2/2024 Family 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%
4/29/2024 Commonwealth 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%
4/15/2024 Wealthcare 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%
2/12/2024 Tradition Wealth Management LLC11,551$343K0.0%+43.2%0.067%
2/12/2024 Laidlaw Wealth Management LLC10,185$303K0.1%-33.1%0.059%
2/12/2024 Steward Partners Investment Advisory LLC35,376$1.05M0.0%+4.0%0.204%
2/12/2024 Parallel Advisors LLC1,100$33K0.0%N/A0.006%
2/9/2024 Tidemark LLC7,357$219K0.1%N/A0.042%
2/9/2024 Motco3,737$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%
2/7/2024 BNP Paribas Financial Markets13,536$402K0.0%-25.6%0.078%
2/7/2024 Wealthspire Advisors LLC59,341$1.76M0.0%+156.6%0.342%
2/6/2024 Wealthcare Advisory Partners LLC15,590$463K0.0%+22.6%0.090%
2/6/2024 NTV Asset Management LLC29,898$889K0.1%-29.0%0.172%
2/6/2024 Howe & Rusling Inc.5,989$178K0.0%-19.3%0.035%
2/5/2024 Total Wealth Planning LLC24,695$734K0.1%N/A0.142%
1/31/2024 Onyx Bridge Wealth Group LLC8,177$243K0.0%-10.4%0.047%
1/31/2024 Evolution Wealth Advisors LLC14,733$438K0.1%-21.4%0.085%
1/31/2024 John 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%
1/26/2024 Cerity Partners LLC18,365$545K0.0%+3.3%0.106%
1/26/2024 Geneos Wealth Management Inc.1,807$54K0.0%-30.7%0.010%
1/25/2024Instrumental Wealth LLC46,458$1.38M1.5%+26.5%0.268%
1/24/2024 International Assets Investment Management LLC7,801$232K0.0%N/A0.045%
1/24/2024All Season Financial Advisors Inc.8,551$254K0.2%N/A0.049%
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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%
1/9/2024 Arlington Financial Advisors LLC170,695$5.07M1.5%N/A0.984%
12/6/2023 Citigroup Inc.31,414$987K0.0%+21.2%0.181%
11/24/2023 EP Wealth Advisors LLC14,927$469K0.0%+28.4%0.086%
11/13/2023 LPL Financial LLC242,142$7.61M0.0%-6.8%1.396%
11/13/2023 Laidlaw 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%
(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, 97 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 2,260,804 shares in the last 24 months. This purchase volume represents approximately $59.99M in transactions.

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

Of the 53 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), Total Wealth Planning LLC ($38.70K), Raymond James Financial Services Advisors Inc. ($36.89K), Wealthspire Advisors LLC ($35.80K), John G Ullman & Associates Inc. ($34.20K), and Wells Fargo & Company MN ($24.53K).

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

Institutional investors have sold a total of 799,021 shares in the last 24 months. This volume of shares sold represents approximately $21.01M in transactions.


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This page (NYSEARCA:PBW) was last updated on 2/22/2025 by MarketBeat.com Staff
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