Invesco Wilderhill Clean EnePBWETF
13F holders, Q1 2024 (March 31)145holders
3famous investors
$23.06avg. 13F price*
At the end of Q1 2024, 145 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings. The largest holders were Morgan Stanley ($18.4M), Citigroup Inc. ($15.0M) and Bank of America Corp. ($13.6M). 3 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Wilderhill Clean Ene
- CUSIP
- 46137V134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.4M |
| Exits | 32 | $13.5M |
Ownership 145 holders
| Morgan Stanley | 0.00% | Add +15.4% | 800,163 | $18.4M |
| Citigroup Inc. | 0.02% | Add +2257.0% | 653,420 | $15.0M |
| Bank of America Corp. | 0.00% | Add +69.0% | 590,744 | $13.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.10% | No change | 223,249 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.6% | 219,049 | $5.0M |
| Allianz SE | 0.12% | — | 171,068 | $3.9M |
| Credit Suisse AG/ | 0.00% | Reduce -16.2% | 167,660 | $3.9M |
| D. E. Shaw & Co. | 0.00% | Add +513.1% | 144,378 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -40.9% | 132,111 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +16.4% | 129,254 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +22.3% | 101,234 | $2.3M |
| Raymond James & Associates | 0.00% | Add +2.4% | 98,719 | $2.3M |
| John G Ullman & Associates Inc. | 0.31% | Add +38.9% | 87,700 | $2.0M |
| CX Institutional | 0.08% | New | 73,682 | $1.7M |
| Family Firm, Inc. | 0.38% | Add +12.3% | 67,378 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 65,528 | $1.5M |
| Bank Hapoalim BM | 0.20% | Reduce -37.5% | 63,070 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +7.3% | 55,580 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -34.2% | 49,249 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -25.7% | 49,039 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.3% | 41,308 | $952K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.5% | 37,819 | $872K |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 36,045 | $831K |
| Gateway Wealth Partners, LLC | 0.29% | Reduce -19.5% | 34,563 | $797K |
| Moller Wealth Partners | 0.21% | Add +28.6% | 33,575 | $774K |
| Royal Bank of Canada | 0.00% | Reduce -18.8% | 31,311 | $722K |
| UBS Group AG | 0.00% | Reduce -10.7% | 28,543 | $658K |
| Quadrature Capital Ltd | 0.01% | New | 26,944 | $620K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -59.6% | 23,995 | $553K |
| Wealthfront Advisers LLC | 0.00% | Reduce -9.6% | 22,112 | $510K |
| Total Wealth Planning, LLC | 0.08% | Reduce -14.6% | 21,084 | $486K |
| MML Investors Services, LLC | 0.00% | Add +1.5% | 20,505 | $473K |
| Independent Financial Group, LLC | 0.02% | Add +6.5% | 20,274 | $467K |
| Cerity Partners LLC | 0.00% | Reduce -1.6% | 18,062 | $416K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.5% | 16,758 | $386K |
| Stifel Financial Corp. | 0.00% | Add +5.2% | 16,487 | $380K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 14,733 | $340K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 14,606 | $337K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.9% | 14,291 | $329K |
| Cetera Investment Advisers | 0.00% | New | 14,076 | $324K |
| BNP Paribas Financial Markets | 0.00% | Add +2.6% | 13,891 | $320K |
| Renaissance Technologies | 0.00% | Add +75.3% | 13,500 | $311K |
| Tradition Wealth Management, LLC | 0.03% | Add +11.7% | 12,899 | $297K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -0.4% | 10,840 | $250K |
| Nwam LLC | 0.02% | Reduce -49.2% | 10,790 | $248K |
| Pathstone Holdings, LLC | 0.00% | Add +0.6% | 10,451 | $241K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 7,175 | $226K |
| Neuberger Berman Group LLC | 0.00% | No change | 9,585 | $221K |
| Prism Advisors, Inc. | 0.06% | New | 9,355 | $216K |
| Mariner, LLC | 0.00% | Add +0.0% | 9,214 | $212K |
| ExodusPoint Capital Management, LP | 0.00% | New | 9,087 | $209K |
| Commerce Bank | 0.00% | Add +8.8% | 8,925 | $206K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.5% | 7,666 | $177K |
| Tidemark, LLC | 0.09% | No change | 7,357 | $170K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.4% | 6,085 | $140K |
| Howe & Rusling Inc. | 0.01% | Add +1.3% | 6,069 | $140K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 5,000 | $115K |
| JPMorgan Chase & Co. | 0.00% | Add +1456.2% | 4,902 | $113K |
| Motco | 0.01% | Add +18.4% | 4,426 | $102K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 4,324 | $100K |
| Townsend Asset Management Corp. /NC/ | 0.04% | Add +0.6% | 4,016 | $93K |
| Kepos Capital LP | 0.02% | Reduce -63.0% | 3,772 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.9% | 3,698 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -89.9% | 3,586 | $83K |
| North Star Investment Management Corp. | 0.01% | Reduce -58.6% | 3,394 | $78K |
| Albion Financial Group | 0.01% | No change | 3,047 | $70K |
| Continuum Advisory, LLC | 0.01% | New | 3,008 | $66K |
| Comerica Bank | 0.00% | Add +3.2% | 2,811 | $65K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.8% | 2,693 | $62K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,445 | $56K |
| Accordant Advisory Group Inc | 0.04% | — | 2,260 | $52K |
| HM Payson & Co. | 0.00% | No change | 1,974 | $46K |
| Annapolis Financial Services, LLC | 0.01% | No change | 1,572 | $36K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -10.8% | 1,197 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -36.9% | 1,141 | $26K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.6% | 1,082 | $25K |
| IFP Advisors, Inc | 0.00% | Add +5.1% | 1,015 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Add +22.4% | 1,001 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $23K |
| NorthRock Partners, LLC | 0.00% | Reduce -56.8% | 887 | $20K |
| Breakwater Investment Management | 0.01% | — | 876 | $20K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 812 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 804 | $19K |
| Barclays PLC | 0.00% | Add +121.3% | 770 | $18K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.6% | 762 | $18K |
| McIlrath & Eck, LLC | 0.00% | Add +0.7% | 577 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.7% | 576 | $13K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 575 | $13K |
| National Bank of Canada | 0.00% | Add +2.5% | 499 | $11K |
| Rain Capital Management, LLC | 0.01% | Add +0.7% | 434 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +8560.0% | 433 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 348 | $8K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 334 | $8K |
| Community Bank, N.A. | 0.00% | No change | 323 | $7K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -41.1% | 315 | $7K |
| Mather Group, Llc. | 0.00% | New | 205 | $6K |
| Pacific Center for Financial Services | 0.00% | Add +0.4% | 258 | $6K |
| Ransom Advisory, Ltd | 0.00% | — | 250 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +11.1% | 250 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.1% | 250 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 220 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 210 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $5K |
| City Holding Co. | 0.00% | Reduce -60.4% | 190 | $4K |
| Scarborough Advisors, LLC | 0.00% | Add +1.1% | 187 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 181 | $4K |
| Allworth Financial LP | 0.00% | Reduce -65.9% | 174 | $4K |
| Private Trust Co. NA | 0.00% | New | 174 | $4K |
| Cwm, LLC | 0.00% | No change | 193 | $4K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $4K |
| US Bancorp \de | 0.00% | No change | 150 | $3K |
| Avior Wealth Management, LLC | 0.00% | Add +221.7% | 148 | $3K |
| Private Capital Management LLC | 0.00% | No change | 134 | $3K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 133 | $3K |
| Sachetta, LLC | 0.00% | No change | 100 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 124 | $3K |
| Tompkins Financial Corp. | 0.00% | New | 100 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 92 | $2K |
| Bank of Montreal | 0.00% | Reduce -80.9% | 90 | $2K |
| Tyler-Stone Wealth Management | 0.00% | No change | 80 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 78 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 74 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 75 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 71 | $2K |
| JDM Financial Group LLC | 0.00% | Add +1.5% | 69 | $2K |
| Bank of New Hampshire | 0.00% | No change | 65 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 57 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 50 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 46 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 43 | $991 |
| New Republic Capital, LLC | 0.00% | No change | 41 | $945 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 30 | $892 |
| Hollencrest Capital Management | 0.00% | No change | 35 | $807 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 40 | $782 |
| Franklin Resources Inc. | 0.00% | No change | 31 | $715 |
| Principal Securities, Inc. | 0.00% | No change | 25 | $576 |
| FMR LLC | 0.00% | Reduce -69.1% | 17 | $394 |
| Main Street Group, LTD | 0.00% | New | 16 | $377 |
| Rothschild Investment LLC | 0.00% | No change | 15 | $346 |
| NFSG Corp | 0.00% | No change | 7 | $161 |
| Citadel Advisors | 0.00% | Reduce -100.0% | 5 | $115 |
| Sage Mountain Advisors LLC | 0.00% | No change | 4 | $99 |
| Clear Point Advisors Inc. | 0.00% | No change | 1 | $25 |
| Financial Management Professionals, Inc. | 0.00% | No change | 15 | $0 |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.