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Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

Invesco WilderHill Clean Energy ETF logo
$24.19 +0.56 (+2.37%)
As of 07/18/2025 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)
32
Total
Institutional Inflows
(last 12 months)
$26.18M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.31M
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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
7/18/2025Truist 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%
5/6/2025John G Ullman & Associates Inc.116,869$1.84M0.3%-7.1%0.928%
5/2/2025Wealthfront 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%
4/21/2025Envestnet 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%
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%
2/13/2025Envestnet 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%
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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%
1/30/2025 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%
11/12/2024Nwam 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%
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%
8/21/2024Truist 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%
7/16/2024 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%
5/6/2024Envestnet 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%
4/30/2024 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%
4/22/2024Accordant Advisory Group Inc2,260$52K0.0%N/A0.014%
4/18/2024 Total Wealth Planning LLC21,084$486K0.1%-14.6%0.132%
4/15/2024Wealthcare 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%
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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%
(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 Citigroup Inc. ($7.66M), Harel Insurance Investments & Financial Services Ltd. ($6.64M), Arlington Financial Advisors LLC ($5.07M), Allianz SE ($4.49M), 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 71 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 ($219.07K), 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 1,347,372 shares in the last 24 months. This purchase volume represents approximately $26.18M in transactions.

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

Of the 25 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. ($19.17K), Ameriprise Financial Inc. ($15.21K), Family Firm Inc. ($15.18K), and Commonwealth Equity Services LLC ($10.75K).

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

Institutional investors have sold a total of 520,144 shares in the last 24 months. This volume of shares sold represents approximately $10.31M in transactions.


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This page (NYSEARCA:PBW) was last updated on 7/19/2025 by MarketBeat.com Staff
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