Invesco Wilderhill Clean EnePBWETF
13F holders, Q2 2024 (June 30)135holders −10
13new positions
22sold out
2famous investors
$20.09avg. 13F price*
At the end of Q2 2024, 135 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, down 10 from Q1 2024. 13 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($16.7M), Bank of America Corp. ($7.3M) and Goldman Sachs Group Inc. ($4.9M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.3M |
| Exits | 22 | $7.0M |
All 13F filers, Q1 2024 → Q2 2024: 421,504 shares bought and 1,374,400 shares sold, net −952,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Morgan Stanley | 0.00% | Add +3.6% | 829,222 | $16.7M |
| Bank of America Corp. | 0.00% | Reduce -39.0% | 360,550 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.3% | 241,597 | $4.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.08% | No change | 223,249 | $4.5M |
| Allianz SE | 0.11% | Add +4.7% | 179,068 | $3.6M |
| Macquarie Group Ltd. | 0.00% | New | 163,502 | $3.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -3.6% | 139,192 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.1% | 102,365 | $2.1M |
| Raymond James & Associates | 0.00% | Add +1.1% | 99,820 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -26.3% | 97,365 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +991.7% | 83,690 | $1.7M |
| Family Firm, Inc. | 0.30% | Add +16.1% | 78,195 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 65,639 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 55,528 | $1.1M |
| John G Ullman & Associates Inc. | 0.17% | Reduce -38.8% | 53,700 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +5.3% | 51,881 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +52.0% | 47,582 | $958K |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.6% | 47,057 | $948K |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 46,472 | $936K |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 36,851 | $743K |
| UBS Group AG | 0.00% | Add +29.0% | 36,816 | $742K |
| Moller Wealth Partners | 0.18% | Add +1.4% | 34,060 | $686K |
| Citigroup Inc. | 0.00% | Reduce -95.3% | 30,691 | $618K |
| Wealthspire Advisors, LLC | 0.01% | Add +27.3% | 30,533 | $615K |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -13.8% | 29,782 | $600K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.8% | 23,648 | $477K |
| Wealthfront Advisers LLC | 0.00% | Add +2.2% | 22,598 | $455K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.2% | 20,241 | $408K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 18,065 | $364K |
| Susquehanna International Group, LLP | 0.00% | New | 17,519 | $353K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -56.7% | 16,361 | $330K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 16,295 | $328K |
| Cetera Investment Advisers | 0.00% | Add +10.4% | 15,540 | $313K |
| Citadel Advisors | 0.00% | Add +310640.0% | 15,537 | $313K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 14,733 | $300K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.5% | 14,246 | $287K |
| BNP Paribas Financial Markets | 0.00% | Add +0.6% | 13,980 | $282K |
| Jane Street Group, LLC | 0.00% | New | 13,616 | $274K |
| Tradition Wealth Management, LLC | 0.03% | Add +5.0% | 13,546 | $273K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.6% | 12,771 | $257K |
| Retirement Income Solutions, Inc. | 0.05% | Reduce -2.2% | 10,597 | $214K |
| HRT Financial LP | 0.00% | New | 10,442 | $210K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.5% | 10,397 | $210K |
| Tidemark, LLC | 0.07% | No change | 7,357 | $148K |
| Johnson Financial Group, Inc. | 0.01% | New | 6,851 | $138K |
| Howe & Rusling Inc. | 0.01% | No change | 6,069 | $122K |
| Kepos Capital LP | 0.05% | Add +58.3% | 5,971 | $120K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 5,000 | $101K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.3% | 4,482 | $90K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.7% | 4,463 | $90K |
| Motco | 0.01% | No change | 4,426 | $89K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +0.6% | 4,039 | $81K |
| Comerica Bank | 0.00% | Add +34.9% | 3,791 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.2% | 3,470 | $70K |
| Continuum Advisory, LLC | 0.01% | No change | 3,008 | $61K |
| North Star Investment Management Corp. | 0.00% | Reduce -17.1% | 2,814 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,693 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.9% | 2,687 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 2,448 | $51K |
| HM Payson & Co. | 0.00% | No change | 1,974 | $40K |
| Annapolis Financial Services, LLC | 0.01% | No change | 1,572 | $32K |
| Activest Wealth Management | 0.01% | Add +0.0% | 1,408 | $28K |
| Albion Financial Group | 0.00% | Reduce -54.1% | 1,397 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.7% | 1,205 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.6% | 1,027 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 1,015 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $20K |
| NorthRock Partners, LLC | 0.00% | No change | 887 | $18K |
| Breakwater Investment Management | 0.01% | No change | 876 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 812 | $16K |
| Barclays PLC | 0.00% | No change | 770 | $16K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 625 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.6% | 590 | $12K |
| McIlrath & Eck, LLC | 0.00% | Add +0.7% | 581 | $12K |
| Financial Perspectives, Inc | 0.00% | Add +0.7% | 579 | $12K |
| FMR LLC | 0.00% | Add +3041.2% | 534 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -12.5% | 504 | $10K |
| Rain Capital Management, LLC | 0.01% | No change | 434 | $10K |
| National Bank of Canada | 0.00% | No change | 499 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 434 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 349 | $7K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 334 | $7K |
| Community Bank, N.A. | 0.00% | No change | 323 | $7K |
| Simplex Trading, LLC | 0.00% | New | 313 | $6K |
| Cwm, LLC | 0.00% | Add +53.9% | 297 | $6K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -7.3% | 292 | $6K |
| Pacific Center for Financial Services | 0.00% | Add +0.4% | 259 | $5K |
| Ransom Advisory, Ltd | 0.00% | No change | 250 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 250 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 250 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 220 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 210 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $4K |
| Scarborough Advisors, LLC | 0.00% | Add +0.5% | 188 | $4K |
| Allworth Financial LP | 0.00% | No change | 174 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 180 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 175 | $4K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $3K |
| Headlands Technologies LLC | 0.00% | New | 157 | $3K |
| US Bancorp \de | 0.00% | No change | 150 | $3K |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.