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Invesco WilderHill Clean Energy ETF (PBW) Institutional Ownership

Invesco WilderHill Clean Energy ETF logo
$31.66 -1.56 (-4.70%)
As of 07/24/2026 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)
65
Total
Institutional Inflows
(last 12 months)
$101.81M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$25.40M
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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
7/10/2026 Wealthcare Advisory Partners LLC8,497$331K0.0%N/A0.070%
7/9/2026 Financial Management Professionals Inc.16,141$630K0.1%-68.3%0.133%
7/9/2026 Focus Financial Network Inc.5,987$234K0.0%N/A0.049%
5/19/2026Bank of America Corp DE184,706$5.83M0.0%-50.5%1.544%
5/18/2026Royal Bank of Canada43,162$1.36M0.0%-70.2%0.361%
5/13/2026Cetera Investment Advisers72,289$2.28M0.0%+322.5%0.604%
5/8/2026Johnson Financial Group Inc.1,436$45K0.0%+274.9%0.012%
5/5/2026Wealthfront Advisers LLC21,460$678K0.0%+1.2%0.179%
5/5/2026 Nwam LLC32,495$1.03M0.1%+4.8%0.272%
5/1/2026Fifth Third Bancorp6,666$211K0.0%N/A0.056%
4/28/2026Howe & Rusling Inc.3,980$126K0.0%+10.9%0.031%
4/22/2026TigerOak Management L.L.C.12,309$389K0.1%-12.6%0.094%
4/17/2026Outlook 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%
2/17/2026Howe & Rusling Inc.3,589$110K0.0%-11.6%0.017%
2/16/2026MML Investors Services LLC21,074$644K0.0%+30.7%0.100%
2/16/2026Mariner LLC8,503$260K0.0%+12.7%0.040%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC42,733$1.31M0.0%+89.1%0.203%
2/11/2026Outlook 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%
2/11/2026Comprehensive 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%
2/9/2026Wellington Shields & Co. LLC13,019$398K0.1%+24.0%0.062%
2/6/2026 Great Diamond Partners LLC7,070$216K0.0%N/A0.034%
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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%
2/2/2026Truist 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%
1/27/2026Q3 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%
1/23/2026Prism 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%
1/21/2026Elwood & Goetz Wealth Advisory Group LLC13,367$408K0.1%-21.6%0.058%
1/21/2026TigerOak 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%
1/15/2026Nilsine Partners LLC40,384$1.23M0.1%N/A0.176%
1/14/2026 Hennion & 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%
11/13/2025Private 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%
11/10/2025TigerOak 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%
11/5/2025Wellington Shields & Co. LLC10,495$303K0.1%N/A0.059%
11/5/2025Envestnet Asset Management Inc.36,509$1.05M0.0%+167.3%0.205%
11/3/2025Truist Financial Corp17,904$517K0.0%-35.7%0.101%
10/30/2025Westfuller 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%
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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%
10/14/2025Prism Advisors Inc.10,301$297K0.1%-3.2%0.058%
10/14/2025Retirement Income Solutions Inc.7,049$204K0.0%N/A0.040%
10/9/2025 Dakota 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%


PBW Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 institutional investors and hedge funds held shares of Invesco WilderHill Clean Energy ETF. The most heavily invested institutionals were HighTower Advisors LLC ($24.98M), Goldman Sachs Group Inc. ($14.41M), Millennium Management LLC ($11.67M), LPL Financial LLC ($9.78M), Kingsview Wealth Management LLC ($7.16M), Bank of America Corp DE ($5.83M), and Raymond James Financial Inc. ($5.65M).Learn more on Invesco WilderHill Clean Energy ETF's institutional investors.

Of the 85 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).

Institutional investors have bought a total of 3,506,058 shares in the last 24 months. This purchase volume represents approximately $101.81M in transactions.

Of the 29 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), Bank of America Corp DE ($215.26K), Royal Bank of Canada ($101.58K), Allianz SE ($95K), Financial Management Professionals Inc. ($34.86K), UBS Group AG ($34.45K), and Benjamin Edwards Inc. ($25.05K).

Institutional investors have sold a total of 854,016 shares in the last 24 months. This volume of shares sold represents approximately $25.40M in transactions.


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This page (NYSEARCA:PBW) was last updated on 7/25/2026 by MarketBeat.com Staff.
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