Invesco Wilderhill Clean EnePBWETF
13F holders, Q3 2024 (September 30)124holders −11
6new positions
18sold out
1famous investor
$19.98avg. 13F price*
At the end of Q3 2024, 124 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, down 11 from Q2 2024. 6 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($18.1M), Bank of America Corp. ($9.5M) and Citigroup Inc. ($7.7M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco Wilderhill Clean Ene
- CUSIP
- 46137V134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $633K |
| Exits | 18 | $4.7M |
All 13F filers, Q2 2024 → Q3 2024: 902,986 shares bought and 794,806 shares sold, net +108,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Morgan Stanley | 0.00% | Add +9.0% | 903,989 | $18.1M |
| Bank of America Corp. | 0.00% | Add +31.9% | 475,596 | $9.5M |
| Citigroup Inc. | 0.01% | Add +1145.7% | 382,302 | $7.7M |
| UBS Group AG | 0.00% | Add +441.2% | 199,245 | $4.0M |
| Allianz SE | 0.10% | Add +5.6% | 189,068 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.5% | 151,057 | $3.0M |
| John G Ullman & Associates Inc. | 0.34% | Add +119.0% | 117,600 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -0.3% | 99,516 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +363.8% | 81,253 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -44.2% | 77,617 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -29.6% | 72,015 | $1.4M |
| Family Firm, Inc. | 0.30% | Reduce -0.3% | 77,953 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -32.5% | 65,747 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +10.5% | 61,341 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.9% | 49,951 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.7% | 46,870 | $939K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 46,101 | $923K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 45,880 | $919K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 36,753 | $736K |
| Moller Wealth Partners | 0.18% | Add +7.4% | 36,580 | $733K |
| Envestnet Asset Management Inc. | 0.00% | Add +49.7% | 35,394 | $709K |
| Gateway Wealth Partners, LLC | 0.18% | Add +10.7% | 32,976 | $661K |
| Royal Bank of Canada | 0.00% | Reduce -38.3% | 29,363 | $589K |
| Wealthfront Advisers LLC | 0.00% | Add +12.1% | 25,320 | $507K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -70.2% | 24,951 | $500K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -29.3% | 21,593 | $433K |
| Cerity Partners LLC | 0.00% | Add +0.3% | 18,111 | $363K |
| Prudential Financial Inc. | 0.00% | New | 17,933 | $359K |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 16,559 | $332K |
| Evolution Wealth Advisors, LLC | 0.05% | Reduce -2.5% | 14,359 | $288K |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 14,282 | $286K |
| Tradition Wealth Management, LLC | 0.03% | Add +3.7% | 14,046 | $281K |
| BNP Paribas Financial Markets | 0.00% | Add +0.0% | 13,983 | $280K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.0% | 13,658 | $274K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.1% | 13,071 | $262K |
| Nwam LLC | 0.02% | New | 12,728 | $255K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 10,597 | $212K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.2% | 10,271 | $206K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -36.3% | 9,077 | $182K |
| Tidemark, LLC | 0.06% | No change | 7,357 | $147K |
| Howe & Rusling Inc. | 0.01% | Add +6.6% | 6,469 | $130K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 5,000 | $100K |
| Motco | 0.01% | Add +8.1% | 4,785 | $96K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 4,448 | $89K |
| Kepos Capital LP | 0.04% | Reduce -26.9% | 4,362 | $87K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -12.1% | 3,550 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 3,448 | $69K |
| Comerica Bank | 0.00% | Reduce -17.3% | 3,135 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.9% | 3,082 | $62K |
| Continuum Advisory, LLC | 0.01% | No change | 3,008 | $58K |
| North Star Investment Management Corp. | 0.00% | No change | 2,814 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 2,615 | $52K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 2,449 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.3% | 2,146 | $43K |
| HM Payson & Co. | 0.00% | No change | 1,974 | $40K |
| Annapolis Financial Services, LLC | 0.01% | No change | 1,572 | $31K |
| Activest Wealth Management | 0.01% | No change | 1,408 | $28K |
| Albion Financial Group | 0.00% | No change | 1,397 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.3% | 1,209 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 1,000 | $20K |
| Breakwater Investment Management | 0.01% | No change | 876 | $18K |
| NorthRock Partners, LLC | 0.00% | Reduce -4.2% | 850 | $17K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -18.5% | 837 | $17K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 804 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -23.7% | 774 | $16K |
| Barclays PLC | 0.00% | No change | 770 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.5% | 759 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 590 | $12K |
| McIlrath & Eck, LLC | 0.00% | Add +0.3% | 583 | $12K |
| Financial Perspectives, Inc | 0.00% | Add +0.3% | 581 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +2168.0% | 567 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.4% | 506 | $10K |
| National Bank of Canada | 0.00% | No change | 499 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 350 | $7K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 334 | $7K |
| Community Bank, N.A. | 0.00% | No change | 323 | $6K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 313 | $6K |
| Kennebec Savings Bank | 0.01% | — | 303 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +20.0% | 300 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Add +20.0% | 300 | $6K |
| Your Advocates Ltd., LLP | 0.00% | No change | 292 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 288 | $6K |
| Ransom Advisory, Ltd | 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 |
| Tompkins Financial Corp. | 0.00% | New | 200 | $4K |
| Pacific Center for Financial Services | 0.00% | Reduce -22.8% | 200 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $4K |
| FMR LLC | 0.00% | Reduce -66.5% | 179 | $4K |
| Allworth Financial LP | 0.00% | No change | 174 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $3K |
| US Bancorp \de | 0.00% | No change | 150 | $3K |
| City Holding Co. | 0.00% | No change | 150 | $3K |
| Private Capital Management LLC | 0.00% | No change | 134 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 133 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.6% | 126 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 125 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 124 | $2K |
| Sachetta, LLC | 0.00% | No change | 100 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $2K |
| Bank of Montreal | 0.00% | No change | 90 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.2% | 81 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 78 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 74 | $1K |
| Piscataqua Savings Bank | 0.00% | No change | 71 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 65 | $1K |
| Bank of New Hampshire | 0.00% | No change | 65 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 58 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 55 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 50 | $1K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -100.0% | 49 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 46 | $922 |
| Quadrant Capital Group LLC | 0.00% | No change | 43 | $870 |
| New Republic Capital, LLC | 0.00% | No change | 41 | $821 |
| Hollencrest Capital Management | 0.00% | No change | 35 | $701 |
| Franklin Resources Inc. | 0.00% | No change | 31 | $635 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 30 | $601 |
| Principal Securities, Inc. | 0.00% | No change | 25 | $501 |
| Rothschild Investment LLC | 0.00% | No change | 15 | $300 |
| NFSG Corp | 0.00% | No change | 7 | $140 |
| Sage Mountain Advisors LLC | 0.00% | No change | 4 | $87 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3 | $60 |
| Clear Point Advisors Inc. | 0.00% | No change | 1 | $22 |
| 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.