Invesco Wilderhill Clean EnePBWETF
13F holders, Q2 2026 (June 30)151holders +7
20new positions
15sold out
4famous investors
$38.99avg. 13F price*
At the end of Q2 2026, 151 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, up 7 from Q1 2026. 20 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($54.9M), Goldman Sachs Group Inc. ($34.4M) and Qube Research & Technologies Ltd ($11.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Invesco Wilderhill Clean Ene
- CUSIP
- 46137V134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.7M |
| Exits | 15 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 983,678 shares bought and 1,060,519 shares sold, net −76,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Morgan Stanley | 0.00% | Reduce -5.7% | 1,407,238 | $54.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +162.4% | 881,546 | $34.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +4.1% | 287,500 | $11.2M |
| Bank of America Corp. | 0.00% | Add +8.4% | 200,286 | $7.8M |
| D. E. Shaw & Co. | 0.00% | Add +67.7% | 151,907 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.7% | 150,018 | $5.9M |
| Allianz SE | 0.06% | Reduce -15.4% | 143,068 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -1.4% | 125,920 | $4.9M |
| LPL Financial LLC | 0.00% | Add +17.3% | 107,310 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +39.5% | 105,721 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 80,935 | $3.2M |
| Q3 Asset Management | 0.45% | Add +30.8% | 63,167 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.0% | 62,676 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +126.5% | 61,889 | $2.4M |
| GTS Securities LLC | 0.05% | Reduce -11.5% | 55,808 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Add +19.7% | 51,169 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -88.2% | 50,816 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +15.2% | 49,721 | $1.9M |
| Fortis Group Advisors, LLC | 0.30% | Add +1.5% | 47,583 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | New | 46,305 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +6.1% | 43,922 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 43,919 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -21.2% | 42,246 | $1.6M |
| Renaissance Technologies | 0.00% | New | 42,087 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +62.5% | 34,862 | $1.4M |
| UBS Group AG | 0.00% | Add +83.8% | 30,084 | $1.2M |
| Nwam LLC | 0.06% | Reduce -8.6% | 29,707 | $1.2M |
| Basso Capital Management, L.P. | 0.27% | New | 28,505 | $1.1M |
| Moller Wealth Partners | 0.19% | Reduce -5.6% | 27,579 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -25.3% | 26,992 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.0% | 24,185 | $943K |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 22,574 | $881K |
| Comprehensive Financial Planning, Inc. | 0.46% | Add +1.0% | 22,119 | $863K |
| Jane Street Group, LLC | 0.00% | New | 20,361 | $794K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.9% | 19,029 | $742K |
| Cetera Investment Advisers | 0.00% | Reduce -74.4% | 18,509 | $722K |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 16,567 | $646K |
| Financial Management Professionals, Inc. | 0.06% | Reduce -68.3% | 16,141 | $630K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.5% | 14,924 | $526K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -6.8% | 11,969 | $467K |
| Private Advisory Group LLC | 0.02% | New | 10,326 | $403K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 10,213 | $398K |
| IFP Advisors, Inc | 0.01% | Reduce -96.3% | 9,665 | $377K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 9,243 | $361K |
| Great Diamond Partners, LLC | 0.06% | Add +19.2% | 9,130 | $356K |
| TigerOak Management, L.L.C. | 0.10% | Reduce -27.5% | 8,924 | $348K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,747 | $341K |
| CX Institutional | 0.01% | Add +0.6% | 8,632 | $337K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 8,497 | $331K |
| Prism Advisors, Inc. | 0.08% | Add +0.2% | 8,183 | $319K |
| MAI Capital Management | 0.00% | Add +0.2% | 7,872 | $307K |
| Tudor Investment Corporation | 0.00% | New | 7,651 | $298K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.3% | 7,567 | $295K |
| Mariner, LLC | 0.00% | Reduce -11.1% | 7,551 | $295K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.9% | 7,451 | $291K |
| Creative Planning | 0.00% | Add +9.1% | 7,343 | $286K |
| Two Sigma Securities, LLC | 0.02% | Add +7.9% | 7,019 | $274K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -11.0% | 7,004 | $273K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 6,899 | $269K |
| Evolution Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 6,738 | $263K |
| Fifth Third Bancorp | 0.00% | Reduce -4.2% | 6,389 | $249K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 6,303 | $246K |
| Focus Financial Network, Inc. | 0.01% | New | 5,987 | $234K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 5,852 | $228K |
| &partners | 0.00% | New | 5,801 | $226K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 6,837 | $216K |
| Corient Private Wealth LP | 0.00% | New | 5,326 | $208K |
| Howe & Rusling Inc. | 0.01% | Add +31.4% | 5,230 | $204K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.3% | 4,228 | $165K |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 0.10% | No change | 3,850 | $150K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 3,369 | $131K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.1% | 3,279 | $128K |
| BlackRock, Inc. | 0.00% | No change | 2,608 | $102K |
| JPL Wealth Management, LLC | 0.02% | Add +0.7% | 2,602 | $102K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -35.4% | 2,584 | $101K |
| Westfuller Advisors, LLC | 0.03% | Add +0.4% | 2,204 | $86K |
| Motco | 0.01% | No change | 2,190 | $85K |
| Allworth Financial LP | 0.00% | No change | 1,746 | $68K |
| North Star Investment Management Corp. | 0.00% | No change | 1,470 | $57K |
| FMR LLC | 0.00% | Add +130.4% | 1,408 | $55K |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.7% | 1,404 | $53K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -6.5% | 1,343 | $52K |
| Continuum Advisory, LLC | 0.00% | New | 1,257 | $49K |
| Tanglewood Legacy Advisors, LLC | 0.02% | Add +0.7% | 1,241 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.8% | 1,058 | $41K |
| HM Payson & Co. | 0.00% | No change | 1,004 | $39K |
| National Bank of Canada | 0.00% | No change | 922 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 885 | $35K |
| Citigroup Inc. | 0.00% | Reduce -66.5% | 792 | $31K |
| Regatta Research & Money Management | 0.03% | — | 750 | $29K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 740 | $29K |
| Financial Perspectives, Inc | 0.01% | Add +21.4% | 709 | $28K |
| Intesa Sanpaolo Wealth Management | 0.01% | New | 700 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -58.9% | 698 | $27K |
| Albion Financial Group | 0.00% | No change | 597 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 582 | $23K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 580 | $23K |
| Barclays PLC | 0.00% | No change | 422 | $16K |
| Hickory Point Bank & Trust | 0.01% | No change | 400 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 357 | $14K |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.