Free Trial
→ Trump’s national nightmare is here (From Porter & Company) (Ad) Free PBW Stock Alerts

Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

Invesco WilderHill Clean Energy ETF logo
$23.37 +0.03 (+0.13%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$26.87M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$10.72M
Get PBW Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco WilderHill Clean Energy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PBW Institutional Buying and Selling by Quarter

Invesco WilderHill Clean Energy ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Cetera Investment Advisers13,880$276K0.0%+9.0%0.101%
8/8/2025Family Firm Inc.59,559$1.19M0.3%-5.5%0.433%
8/8/2025Allianz SE264,068$5.26M0.1%+20.5%1.919%
8/7/2025 Allworth Financial LP1,746$35K0.0%+1,095.9%0.013%
8/1/2025 Envestnet Asset Management Inc.13,656$272K0.0%-3.6%0.099%
7/31/2025 Wealthfront Advisers LLC24,644$491K0.0%-13.3%0.179%
7/25/2025 Envestnet Portfolio Solutions Inc.70,530$1.41M0.0%-15.4%0.513%
7/21/2025 Mirae Asset Global Investments Co. Ltd.4,400$88K0.0%N/A0.032%
7/18/2025 Truist Financial Corp27,824$554K0.0%+7.8%0.206%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC17,316$345K0.1%N/A0.127%
7/16/2025 CX Institutional8,935$178K0.0%-80.8%0.065%
7/16/2025 TigerOak Management L.L.C.18,079$360K0.1%-3.7%0.132%
7/11/2025 CX Institutional8,935$178K0.0%-80.8%0.066%
7/10/2025 Wealth Enhancement Advisory Services LLC34,623$749K0.0%+37.1%0.255%
7/10/2025 Moller Wealth Partners37,709$751K0.2%+13.4%0.278%
6/27/2025Goldman Sachs Group Inc.237,587$3.74M0.0%+25.3%1.721%
6/17/2025Howe & Rusling Inc.6,299$99K0.0%+28.7%0.038%
5/16/2025Goldman Sachs Group Inc.237,587$3.74M0.0%+25.3%1.574%
5/15/2025Royal Bank of Canada23,634$372K0.0%+14.3%0.157%
5/14/2025Comerica Bank1,821$29K0.0%-44.8%0.012%
5/14/2025Northwestern Mutual Wealth Management Co.3,568$56K0.0%+19.7%0.024%
5/14/2025Tradition Wealth Management LLC12,634$199K0.0%N/A0.084%
5/12/2025National Bank of Canada FI2,115$33K0.0%+357.8%0.014%
5/9/2025Wealthspire Advisors LLC13,437$212K0.0%-36.8%0.107%
5/6/2025Cetera Investment Advisers12,738$200K0.0%-11.3%0.101%
5/6/2025 John G Ullman & Associates Inc.116,869$1.84M0.3%-7.1%0.928%
5/2/2025 Wealthfront Advisers LLC28,438$448K0.0%+22.4%0.226%
4/21/2025 Townsend Asset Management Corp NC ADV2,758$43K0.0%-22.9%0.022%
4/21/2025 Envestnet Portfolio Solutions Inc.83,340$1.31M0.0%+4.9%0.661%
4/16/2025 Wealth Enhancement Advisory Services LLC25,248$397K0.0%+80.6%0.187%
4/15/2025 CX 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%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
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 TRC43,933$879K0.0%+76.1%0.295%
2/13/2025Raymond 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%
2/13/2025Wells 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%
2/10/2025 Envestnet 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%
2/10/2025 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%
2/7/2025PNC 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%
2/5/2025 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%
1/17/2025Evolution 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%
11/12/2024 Nwam LLC12,728$255K0.0%N/A0.085%
11/12/2024Citigroup 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%
10/25/2024Gateway 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%
8/21/2024 Truist 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%
7/16/2024 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%
5/10/2024 Motco4,426$102K0.0%+18.4%0.030%
5/10/2024 Nwam 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%
5/6/2024 John 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%
Green Light for These Stocks (Ad)

Guess Who Washington Will Partner With Next? The U.S. government just made a bold $400 million move... becoming the largest shareholder in a critical mineral company tied to national security. Former hedge fund manager Whitney Tilson believes this is just the start of a sweeping plan to unlock trillions in hidden federal assets... from oil-rich land to rare earths and energy reserves. He says this could mark the beginning of the largest wealth transfer in modern U.S. history, and has identified the surprising areas where you could benefit.

Click here to see how to position yourself before a looming federal deadline that's now just weeks a
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%
4/29/2024 Commonwealth Equity Services LLC65,528$1.51M0.0%-5.8%0.412%
4/22/2024Accordant Advisory Group Inc2,260$52K0.0%N/A0.014%
4/18/2024 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%
(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, 93 institutional investors and hedge funds held shares of Invesco WilderHill Clean Energy ETF. The most heavily invested institutionals were Citigroup Inc. ($7.66M), Harel Insurance Investments & Financial Services Ltd. ($6.64M), Allianz SE ($5.26M), Arlington Financial Advisors LLC ($5.07M), Goldman Sachs Group Inc. ($3.74M), Bank of America Corp DE ($3.72M), and Osaic Holdings Inc. ($3.38M).Learn more on Invesco WilderHill Clean Energy ETF's institutional investors.

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

Of the 67 institutional investors that purchased Invesco WilderHill Clean Energy ETF's 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 ($264.07K), Arlington Financial Advisors LLC ($170.70K), John G Ullman & Associates Inc. ($124.30K), Envestnet Portfolio Solutions Inc. ($113.69K), and Bank Hapoalim BM ($100.91K).

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

Institutional investors have bought a total of 1,382,159 shares in the last 24 months. This purchase volume represents approximately $26.87M in transactions.

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

Of the 27 institutional investors that sold Invesco WilderHill Clean Energy ETF's 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), CX Institutional ($75.35K), Wells Fargo & Company MN ($24.53K), Envestnet Asset Management Inc. ($19.68K), Family Firm Inc. ($18.68K), Ameriprise Financial Inc. ($15.21K), and Envestnet Portfolio Solutions Inc. ($12.81K).

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

Institutional investors have sold a total of 540,752 shares in the last 24 months. This volume of shares sold represents approximately $10.72M in transactions.


Related Companies

This page (NYSEARCA:PBW) was last updated on 8/8/2025 by MarketBeat.com Staff
From Our Partners
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Amazon’s big Bitcoin embarrassment
Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. Whi...
Brownstone Research | Sponsored
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
Utah’s New Oil Find
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored
Former CIA Officer Reveals How Gold Saved His Life
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsored
How high will gold surge?
Weiss Gold Veteran Makes Shocking New Call Weiss expert Sean Brodrick went out on a limb last year and decl...
Weiss Ratings | Sponsored