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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)
56
Total
Institutional Inflows
(last 12 months)
$34.83M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$9.46M
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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
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%
2/22/2024Scarborough 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%
2/12/2024Parallel 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%
2/7/2024Wealthspire Advisors LLC59,341$1.76M0.0%+156.6%0.342%
2/6/2024 Wealthcare Advisory Partners LLC15,590$463K0.0%+22.6%0.090%
2/6/2024NTV 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%
1/31/2024Onyx 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%
1/31/2024John G Ullman & Associates Inc.63,150$1.88M0.3%-35.1%0.364%
1/30/2024Harel 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%
1/26/2024Geneos 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%
1/12/2024Mutual Advisors LLC9,171$273K0.0%N/A0.053%
1/10/2024 Moller Financial Services26,101$776K0.2%+61.2%0.150%
1/10/2024North 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%
12/6/2023Citigroup Inc.31,414$987K0.0%+21.2%0.181%
11/24/2023EP Wealth Advisors LLC14,927$469K0.0%+28.4%0.086%
11/13/2023LPL Financial LLC242,142$7.61M0.0%-6.8%1.396%
11/13/2023Laidlaw Wealth Management LLC15,231$479K0.1%-10.8%0.088%
11/13/2023Envestnet Portfolio Solutions Inc.52,410$1.65M0.0%N/A0.302%
11/9/2023One Capital Management LLC9,633$303K0.0%-6.0%0.056%
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11/9/2023Citigroup 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%
11/8/2023Western Wealth Management LLC6,446$203K0.0%-36.7%0.037%
11/7/2023Motco2,410$76K0.0%+39.8%0.014%
11/7/2023JFG Wealth Management LLC6,731$212K0.1%-12.8%0.039%
11/7/2023 Evolution Wealth Advisors LLC18,747$589K0.1%-24.5%0.108%
11/6/2023NTV Asset Management LLC42,125$1.32M0.2%+1.3%0.243%
11/2/2023Diversified LLC6,904$217K0.1%-8.5%0.040%
11/1/2023John G Ullman & Associates Inc.97,350$3.06M0.5%+39.7%0.561%
11/1/2023Retirement Income Solutions Inc13,403$421K0.1%+5.5%0.077%
11/1/2023 Wealthfront Advisers LLC19,869$624K0.0%+10.3%0.115%
11/1/2023Nwam 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%
10/24/2023Bank 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%
10/20/2023Family 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%
10/16/2023Onyx 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%
8/30/2023Western 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%
8/10/2023Osaic 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%
8/10/2023Cary Street Partners Investment Advisory LLC715$29K0.0%+116.7%0.004%
8/10/2023Nwam LLC21,829$876K0.1%+37.3%0.126%
8/10/2023Cetera Advisor Networks LLC48,042$1.93M0.0%+59.8%0.277%
8/9/2023BNP 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%
8/2/2023NTV Asset Management LLC41,591$1.67M0.3%-16.9%0.223%
8/2/2023MAI Capital Management8,057$323K0.0%+7.0%0.043%
8/2/2023Bank of Montreal Can1,000$41K0.0%N/A0.005%
8/2/2023North 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%
8/1/2023Wealthspire Advisors LLC23,426$940K0.0%-1.9%0.125%
7/31/2023LPL Financial LLC259,752$10.42M0.0%+4.3%1.391%
7/31/2023JFG Wealth Management LLC7,720$310K0.1%-7.2%0.041%
7/28/2023Retirement 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%
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7/27/2023 David R. Rahn & Associates Inc.37,743$1.51M0.7%+45.5%0.202%
7/26/2023 All Season Financial Advisors Inc.5,443$218K0.2%N/A0.029%
7/25/2023 Raymond James Financial Services Advisors Inc.85,243$3.42M0.0%+10.7%0.457%
7/25/2023 Raymond James & Associates96,199$3.86M0.0%-7.5%0.515%
7/20/2023Bank Julius Baer & Co. Ltd Zurich27,458$1.10M0.0%N/A0.147%
7/17/2023 Wealthcare Advisory Partners LLC14,188$569K0.0%+1.9%0.076%
7/17/2023 Moller Financial Services16,004$642K0.2%+13.2%0.086%
7/17/2023Harel Insurance Investments & Financial Services Ltd.223,453$8.97M0.2%-3.4%1.197%
7/13/2023Instrumental Wealth LLC23,410$1.01M1.2%N/A0.125%
7/13/2023 Cambridge Investment Research Advisors Inc.43,319$1.74M0.0%+6.5%0.232%
(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, 132 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 103 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), Harel Insurance Investments & Financial Services Ltd. ($225.96K), Credit Suisse AG ($184.30K), Bank of Montreal Can ($174.07K), Arlington Financial Advisors LLC ($170.70K), Wade G W & Inc. ($123.58K), 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 3,015,873 shares in the last 24 months. This purchase volume represents approximately $136.92M in transactions.

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

Of the 77 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), Raymond James Financial Services Advisors Inc. ($62.97K), Evolution Wealth Advisors LLC ($61.28K), 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 2,009,328 shares in the last 24 months. This volume of shares sold represents approximately $81.51M in transactions.


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This page (NYSEARCA:PBW) was last updated on 4/25/2024 by MarketBeat.com Staff

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