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Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$28.29M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$8.64M
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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
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%
4/29/2024Commonwealth 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%
4/15/2024 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%
2/12/2024Tradition 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%
2/9/2024 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%
2/6/2024Howe & Rusling Inc.5,989$178K0.0%-19.3%0.035%
2/5/2024 Total Wealth Planning LLC24,695$734K0.1%N/A0.142%
1/31/2024 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%
1/26/2024Cerity 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%
1/24/2024 All Season Financial Advisors Inc.8,551$254K0.2%N/A0.049%
1/16/2024 Raymond 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%
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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%
11/24/2023EP Wealth Advisors LLC14,927$469K0.0%+28.4%0.086%
11/13/2023 LPL Financial LLC242,142$7.61M0.0%-6.8%1.396%
11/13/2023Laidlaw 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%
11/9/2023 One Capital Management LLC9,633$303K0.0%-6.0%0.056%
11/9/2023 Citigroup 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%
11/8/2023 Western Wealth Management LLC6,446$203K0.0%-36.7%0.037%
11/7/2023 Motco2,410$76K0.0%+39.8%0.014%
11/7/2023 JFG Wealth Management LLC6,731$212K0.1%-12.8%0.039%
11/7/2023 Evolution 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%
11/2/2023 Diversified LLC6,904$217K0.1%-8.5%0.040%
11/1/2023 John G Ullman & Associates Inc.97,350$3.06M0.5%+39.7%0.561%
11/1/2023 Retirement Income Solutions Inc13,403$421K0.1%+5.5%0.077%
11/1/2023 Wealthfront Advisers LLC19,869$624K0.0%+10.3%0.115%
11/1/2023 Nwam LLC22,463$706K0.1%+2.9%0.129%
10/30/2023 Carmichael Hill & Associates Inc.1,214$38K0.0%+72.2%0.007%
10/24/2023 Raymond 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%
10/20/2023 Family Firm Inc.62,068$1.95M0.5%-2.7%0.358%
10/18/2023Instrumental Wealth LLC36,723$1.11M1.3%+56.9%0.212%
10/18/2023 CX Institutional42,065$1.32M0.1%N/A0.242%
10/16/2023 Onyx Bridge Wealth Group LLC9,122$287K0.1%N/A0.053%
10/12/2023IFP Advisors Inc1,245$39K0.0%-47.9%0.007%
10/12/2023 Wealthcare Advisory Partners LLC12,711$399K0.0%-10.4%0.073%
10/11/2023AE Wealth Management LLC8,082$254K0.0%+5.5%0.047%
8/30/2023 Western 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%
8/10/2023 Osaic 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%
8/10/2023 Nwam LLC21,829$876K0.1%+37.3%0.126%
8/10/2023Cetera Advisor Networks LLC48,042$1.93M0.0%+59.8%0.277%
8/9/2023 BNP Paribas Arbitrage SNC16,344$656K0.0%-18.1%0.094%
8/9/2023Providence First Trust Co23,972$962K0.5%-1.6%0.138%
8/4/2023Envestnet Asset Management Inc.100,921$4.05M0.0%+4.5%0.582%
8/4/2023Banco Bilbao Vizcaya Argentaria S.A.13,457$540K0.0%-23.5%0.078%
8/4/2023IFP Advisors Inc2,388$62K0.0%+73.0%0.014%
8/2/2023 NTV Asset Management LLC41,591$1.67M0.3%-16.9%0.223%
Your Portfolio’s Shield Against Inflation: Gold’s Surge and AI Breakthroughs (Ad)

While gold may be thanking China for its recent growth, this sector is currently thanking Elon Musk. As crazy as it sounds, artificial intelligence just got one step closer to ushering in "the next step in human evolution"... and minting new millionaires. And it's all thanks to Musk's latest AI creation.

Click to watch this device in action
8/2/2023 MAI Capital Management8,057$323K0.0%+7.0%0.043%
8/2/2023Bank of Montreal Can1,000$41K0.0%N/A0.005%
8/2/2023 North Star Investment Management Corp.14,447$580K0.0%-2.0%0.077%
8/1/2023Truist Financial Corp84,264$3.38M0.0%-9.0%0.451%
8/1/2023 Wealthspire Advisors LLC23,426$940K0.0%-1.9%0.125%
7/31/2023 LPL Financial LLC259,752$10.42M0.0%+4.3%1.391%
7/31/2023 JFG Wealth Management LLC7,720$310K0.1%-7.2%0.041%
7/28/2023 Retirement Income Solutions Inc12,700$510K0.1%-15.2%0.068%
7/28/2023First Republic Investment Management Inc.9,681$388K0.0%-25.6%0.052%
7/27/2023 David R. Rahn & Associates Inc.37,743$1.51M0.7%+45.5%0.202%
(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, 123 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), JPMorgan Chase & Co. ($41.69M), Credit Suisse AG ($8.69M), LPL Financial LLC ($7.61M), Harel Insurance Investments & Financial Services Ltd. ($6.64M), Zurich Insurance Group Ltd FI ($6.43M), and Arlington Financial Advisors LLC ($5.07M).Learn more on PBW's institutional investors.

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

Of the 94 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: JPMorgan Chase & Co. ($862.72K), Credit Suisse AG ($184.30K), Arlington Financial Advisors LLC ($170.70K), Wade G W & Inc. ($114.63K), Envestnet Portfolio Solutions Inc. ($101.23K), Bank Hapoalim BM ($100.91K), and Ulrich Consultants & Investment Group LLC ($56.99K).

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

Institutional investors have bought a total of 2,491,918 shares in the last 24 months. This purchase volume represents approximately $100.64M in transactions.

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

Of the 71 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), LPL Financial LLC ($89.33K), Raymond James & Associates ($65.51K), Evolution Wealth Advisors LLC ($61.28K), Raymond James Financial Services Advisors Inc. ($57.98K), and Total Wealth Planning LLC ($47.28K).

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

Institutional investors have sold a total of 1,938,971 shares in the last 24 months. This volume of shares sold represents approximately $74.60M in transactions.


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This page (NYSEARCA:PBW) was last updated on 5/13/2024 by MarketBeat.com Staff

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