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Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

Invesco WilderHill Clean Energy ETF logo
$39.61 +1.23 (+3.20%)
As of 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)
72
Total
Institutional Inflows
(last 12 months)
$102.02M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$16.98M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026 Nwam LLC32,495$1.03M0.1%+4.8%0.272%
5/1/2026 Fifth Third Bancorp6,666$211K0.0%N/A0.056%
4/28/2026 Howe & Rusling Inc.3,980$126K0.0%+10.9%0.031%
4/22/2026 TigerOak Management L.L.C.12,309$389K0.1%-12.6%0.094%
4/17/2026 Outlook Wealth Advisors LLC35,306$1.12M0.3%-1.2%0.270%
2/18/2026Beacon Pointe Advisors LLC48,983$1.50M0.0%N/A0.233%
2/18/2026EP Wealth Advisors LLC7,593$232K0.0%N/A0.036%
2/18/2026Quadrature Capital Ltd68,933$2.11M0.0%+244.5%0.328%
2/18/2026Millennium Management LLC382,190$11.67M0.0%+514.6%1.817%
2/17/2026Cetera Investment Advisers17,108$522K0.0%+27.9%0.081%
2/17/2026 MinichMacGregor Wealth Management LLC12,040$368K0.1%-14.8%0.057%
2/17/2026Osaic Holdings Inc.27,317$834K0.0%-46.7%0.130%
2/17/2026Royal Bank of Canada144,742$4.42M0.0%+337.6%0.688%
2/17/2026 Howe & Rusling Inc.3,589$110K0.0%-11.6%0.017%
2/16/2026 MML Investors Services LLC21,074$644K0.0%+30.7%0.100%
2/16/2026Mariner LLC8,503$260K0.0%+12.7%0.040%
2/13/2026 Kestra Advisory Services LLC2,929$89K0.0%N/A0.014%
2/13/2026Stifel Financial Corp93,805$2.87M0.0%-4.3%0.446%
2/13/2026Commerce Bank7,929$242K0.0%N/A0.038%
2/13/2026Wells Fargo & Company MN116,131$3.55M0.0%+30.4%0.552%
2/13/2026Allianz SE169,068$5.16M0.1%-21.0%0.804%
2/12/2026HRT Financial LP50,817$1.55M0.0%N/A0.242%
2/12/2026 Commonwealth Equity Services LLC42,733$1.31M0.0%+89.1%0.203%
2/11/2026 Outlook Wealth Advisors LLC35,735$1.09M0.2%N/A0.170%
2/11/2026LPL Financial LLC320,122$9.78M0.0%+65.9%1.522%
2/11/2026Tradition Wealth Management LLC8,788$268K0.0%-19.4%0.042%
2/11/2026 Comprehensive Financial Planning Inc. PA9,015$275K0.2%N/A0.043%
2/10/2026Cibc World Market Inc.15,689$479K0.0%N/A0.075%
2/10/2026Goldman Sachs Group Inc.471,799$14.41M0.0%+78.9%2.243%
2/9/2026Kingsview Wealth Management LLC234,565$7.16M0.1%+2,793.0%1.115%
2/9/2026 Wellington Shields & Co. LLC13,019$398K0.1%+24.0%0.062%
2/6/2026Great Diamond Partners LLC7,070$216K0.0%N/A0.034%
2/6/2026HighTower Advisors LLC818,050$24.98M0.0%+0.7%3.890%
2/6/2026 Envestnet Portfolio Solutions Inc.65,208$1.99M0.0%-7.1%0.310%
2/5/2026AlphaCore Capital LLC3,766$115K0.0%N/A0.018%
2/3/2026 International Assets Investment Management LLC20,866$637K0.0%N/A0.096%
2/2/2026 Truist Financial Corp16,967$518K0.0%-5.2%0.078%
2/2/2026Benjamin Edwards Inc.28,266$863K0.0%-47.0%0.129%
1/30/2026Wealthfront Advisers LLC21,204$648K0.0%+1.4%0.095%
1/29/2026Comerica Bank6,452$197K0.0%+119.8%0.028%
1/27/2026 Q3 Asset Management45,484$1.39M0.3%N/A0.200%
1/27/2026 Financial Management Professionals Inc.51,496$1.57M0.2%+343,206.7%0.227%
1/23/2026 Prism Advisors Inc.8,145$249K0.1%-20.9%0.036%
1/22/2026Bartlett & CO. Wealth Management LLC885$27K0.0%N/A0.004%
1/21/2026 Flagship Harbor Advisors LLC1,854$57K0.0%N/A0.008%
1/21/2026 Elwood & Goetz Wealth Advisory Group LLC13,367$408K0.1%-21.6%0.058%
1/21/2026 TigerOak Management L.L.C.14,080$430K0.1%-6.7%0.062%
1/20/2026 Realta Investment Advisors19,324$590K0.2%-15.4%0.084%
1/15/2026 Nilsine Partners LLC40,384$1.23M0.1%N/A0.176%
1/14/2026Hennion & Walsh Asset Management Inc.17,165$524K0.0%N/A0.075%
1/12/2026Evolution Wealth Advisors LLC6,758$206K0.0%N/A0.031%
1/8/2026 Moller Wealth Partners30,524$932K0.2%-4.6%0.141%
1/1/2026JPMorgan Chase & Co.3,579$103K0.0%+152.9%0.020%
11/17/2025Tidal Investments LLC111,695$3.23M0.0%N/A0.622%
11/17/2025Qube Research & Technologies Ltd52,704$1.52M0.0%N/A0.293%
11/17/2025National Bank of Canada FI1,042$30K0.0%-59.8%0.006%
11/17/2025Millennium Management LLC62,190$1.80M0.0%N/A0.346%
11/17/2025Bank of America Corp DE534,605$15.44M0.0%+33.7%2.977%
11/17/2025Ameriprise Financial Inc.31,334$905K0.0%+71.0%0.174%
11/14/2025Raymond James Financial Inc.195,719$5.65M0.0%+68.3%1.090%
11/14/2025Two Sigma Investments LP133,241$3.85M0.0%N/A0.742%
11/13/2025UBS Group AG35,144$1.02M0.0%-49.5%0.196%
11/13/2025BNP Paribas Financial Markets71,693$2.07M0.0%-76.0%0.399%
11/13/2025 Private Advisor Group LLC11,468$331K0.0%N/A0.064%
11/12/2025Kingsview Wealth Management LLC8,108$234K0.0%N/A0.045%
11/12/2025Allianz SE214,068$6.18M0.1%-18.9%1.192%
11/10/2025MAI Capital Management7,856$227K0.0%+48.3%0.044%
11/10/2025 TigerOak Management L.L.C.15,098$436K0.1%-16.5%0.084%
11/10/2025Advisors Preferred LLC1,385$42K0.0%N/A0.008%
11/10/2025Citigroup Inc.106,804$3.08M0.0%+266.8%0.595%
11/7/2025 Wealthcare Advisory Partners LLC21,378$617K0.0%N/A0.119%
11/7/2025JPMorgan Chase & Co.3,579$103K0.0%+152.9%0.020%
11/7/2025HighTower Advisors LLC812,483$23.47M0.0%N/A4.524%
11/6/2025Wealthfront Advisers LLC20,919$604K0.0%-15.1%0.116%
11/6/2025 Prospera Financial Services Inc12,532$362K0.0%N/A0.070%
11/5/2025 Wellington Shields & Co. LLC10,495$303K0.1%N/A0.059%
11/5/2025 Envestnet Asset Management Inc.36,509$1.05M0.0%+167.3%0.205%
11/3/2025 Truist Financial Corp17,904$517K0.0%-35.7%0.101%
10/30/2025 Westfuller Advisors LLC2,188$63K0.0%N/A0.012%
10/29/2025 Wealth Enhancement Advisory Services LLC31,551$911K0.0%-8.9%0.174%
10/28/2025 MinichMacGregor Wealth Management LLC14,125$408K0.1%N/A0.078%
10/23/2025Benjamin Edwards Inc.53,318$1.54M0.0%N/A0.291%
10/23/2025 Realta Investment Advisors22,833$659K0.2%N/A0.125%
10/21/2025 Western Financial Corp CA8,970$259K0.1%N/A0.049%
10/14/2025 Prism Advisors Inc.10,301$297K0.1%-3.2%0.058%
10/14/2025 Retirement Income Solutions Inc.7,049$204K0.0%N/A0.040%
10/9/2025Dakota Community Bank & Trust NA2,034$59K0.2%N/A0.012%
10/7/2025EWG Elevate Inc.8,727$252K0.1%N/A0.052%
10/6/2025 Moller Wealth Partners31,982$924K0.2%-15.2%0.190%
9/4/2025Osaic Holdings Inc.39,829$793K0.0%+3.9%0.291%
8/15/2025Tower Research Capital LLC TRC 43,126$859K0.0%N/A0.315%
8/15/2025BNP Paribas Financial Markets299,315$5.96M0.0%+107.0%2.190%
8/15/2025Bank of America Corp DE399,923$7.97M0.0%-6.4%2.926%
8/15/2025Ameriprise Financial Inc.18,329$365K0.0%-22.0%0.134%
8/14/2025Raymond James Financial Inc.116,310$2.32M0.0%-14.9%0.851%
8/13/2025Johnson Financial Group Inc.2,087$42K0.0%N/A0.015%
8/12/2025MAI Capital Management5,296$106K0.0%-19.4%0.039%
8/12/2025JPMorgan Chase & Co.1,415$28K0.0%+42.9%0.010%
8/12/2025 Howe & Rusling Inc.4,060$81K0.0%-35.5%0.030%
8/11/2025 Wealthspire Advisors LLC10,295$205K0.0%-23.4%0.075%


PBW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBW shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Invesco WilderHill Clean Energy ETF. The most heavily invested institutionals were HighTower Advisors LLC ($24.98M), Bank of America Corp DE ($15.44M), Goldman Sachs Group Inc. ($14.41M), Millennium Management LLC ($11.67M), LPL Financial LLC ($9.78M), Kingsview Wealth Management LLC ($7.16M), and Raymond James Financial Inc. ($5.65M).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 88 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: HighTower Advisors LLC ($818.05K), Citigroup Inc. ($429.30K), Millennium Management LLC ($382.19K), Raymond James Financial Inc. ($350.24K), Goldman Sachs Group Inc. ($304.21K), Allianz SE ($264.07K), and Kingsview Wealth Management LLC ($234.57K).

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

Institutional investors have bought a total of 3,587,980 shares in the last 24 months. This purchase volume represents approximately $102.02M in transactions.

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

Of the 31 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: BNP Paribas Financial Markets ($227.62K), Allianz SE ($95K), CX Institutional ($75.35K), UBS Group AG ($34.45K), Bank of America Corp DE ($27.17K), Benjamin Edwards Inc. ($25.05K), and Osaic Holdings Inc. ($23.98K).

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

Institutional investors have sold a total of 638,189 shares in the last 24 months. This volume of shares sold represents approximately $16.98M in transactions.


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This page (NYSEARCA:PBW) was last updated on 5/5/2026 by MarketBeat.com Staff.
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