Invesco Wilderhill Clean EnePBWETF
13F holders, Q4 2024 (December 31)128holders +4
14new positions
16sold out
2famous investors
$20.05avg. 13F price*
At the end of Q4 2024, 128 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, up 4 from Q3 2024. 14 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($17.8M), Citigroup Inc. ($9.4M) and Allianz SE ($4.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $1.0M |
| Exits | 16 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 291,728 shares bought and 710,222 shares sold, net −418,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Morgan Stanley | 0.00% | Reduce -1.8% | 887,694 | $17.8M |
| Citigroup Inc. | 0.01% | Add +22.6% | 468,768 | $9.4M |
| Allianz SE | 0.12% | Add +15.9% | 219,068 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.5% | 189,544 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -60.9% | 186,020 | $3.7M |
| Raymond James Financial Inc. | 0.00% | — | 135,414 | $2.7M |
| John G Ullman & Associates Inc. | 0.37% | Add +7.0% | 125,800 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +25.4% | 101,917 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +10.3% | 79,421 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -8.1% | 71,302 | $1.4M |
| Family Firm, Inc. | 0.28% | Reduce -19.5% | 62,774 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -15.8% | 55,394 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -3.3% | 44,346 | $887K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +76.1% | 43,933 | $879K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 41,896 | $838K |
| BNP Paribas Financial Markets | 0.00% | Add +193.8% | 41,082 | $822K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.5% | 39,203 | $784K |
| Wells Fargo & Company | 0.00% | Reduce -40.0% | 36,813 | $737K |
| Moller Wealth Partners | 0.18% | Reduce -7.1% | 33,983 | $680K |
| UBS Group AG | 0.00% | Reduce -87.6% | 24,689 | $494K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.3% | 23,232 | $465K |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.4% | 21,545 | $441K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.6% | 21,245 | $425K |
| Royal Bank of Canada | 0.00% | Reduce -29.6% | 20,682 | $414K |
| TigerOak Management, L.L.C. | 0.14% | — | 18,775 | $376K |
| Alpine Global Management, LLC | 0.13% | New | 18,720 | $375K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 18,186 | $364K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.2% | 16,226 | $325K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 14,362 | $287K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.3% | 13,977 | $280K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 12,393 | $248K |
| Stifel Financial Corp. | 0.00% | Reduce -25.7% | 12,300 | $246K |
| Jane Street Group, LLC | 0.00% | New | 11,890 | $238K |
| Nwam LLC | 0.01% | Reduce -12.1% | 11,193 | $224K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -22.6% | 11,108 | $222K |
| Natural Investments, LLC | 0.06% | — | 10,555 | $211K |
| Retirement Income Solutions, Inc. | 0.04% | Reduce -0.7% | 10,526 | $211K |
| Prism Advisors, Inc. | 0.06% | New | 10,347 | $207K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.3% | 7,957 | $159K |
| Tidemark, LLC | 0.06% | No change | 7,357 | $147K |
| MAI Capital Management | 0.00% | New | 6,691 | $134K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 5,000 | $100K |
| Howe & Rusling Inc. | 0.01% | Reduce -24.4% | 4,894 | $98K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +0.8% | 3,578 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 3,491 | $70K |
| Comerica Bank | 0.00% | Add +5.3% | 3,300 | $66K |
| Continuum Advisory, LLC | 0.01% | No change | 3,008 | $60K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 2,982 | $60K |
| Motco | 0.00% | Reduce -53.1% | 2,245 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.5% | 2,070 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.2% | 1,929 | $39K |
| BNP Paribas | 0.00% | New | 1,500 | $31K |
| North Star Investment Management Corp. | 0.00% | Reduce -47.8% | 1,470 | $29K |
| Albion Financial Group | 0.00% | No change | 1,397 | $28K |
| AE Wealth Management LLC | 0.00% | New | 1,340 | $27K |
| JPMorgan Chase & Co. | 0.00% | Add +136.2% | 1,339 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Add +59.3% | 1,333 | $27K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +1.0% | 1,221 | $24K |
| HM Payson & Co. | 0.00% | Reduce -49.1% | 1,004 | $20K |
| NorthRock Partners, LLC | 0.00% | No change | 850 | $17K |
| Activest Wealth Management | 0.00% | Reduce -44.6% | 780 | $16K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 775 | $15K |
| Barclays PLC | 0.00% | No change | 770 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 759 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 699 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +1.0% | 589 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 581 | $12K |
| EPG Wealth Management LLC | 0.00% | Reduce -33.3% | 536 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 463 | $9K |
| National Bank of Canada | 0.00% | Reduce -7.4% | 462 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -27.5% | 367 | $7K |
| Millstone Evans Group, LLC | 0.00% | — | 357 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 351 | $7K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 351 | $7K |
| Breakwater Investment Management | 0.00% | Reduce -62.2% | 331 | $7K |
| Community Bank, N.A. | 0.00% | No change | 323 | $6K |
| Kennebec Savings Bank | 0.01% | No change | 303 | $6K |
| Modus Advisors, LLC | 0.00% | New | 295 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 288 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 284 | $6K |
| Global Retirement Partners, LLC | 0.00% | New | 256 | $5K |
| Harbour Investments, Inc. | 0.00% | Reduce -59.5% | 239 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 220 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 210 | $4K |
| Pacific Center for Financial Services | 0.00% | Add +0.5% | 201 | $4K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $4K |
| CENTRAL TRUST Co | 0.00% | Reduce -80.0% | 200 | $4K |
| Citadel Advisors | 0.00% | New | 199 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $4K |
| Allworth Financial LP | 0.00% | No change | 174 | $3K |
| Hager Investment Management Services, LLC | 0.00% | — | 167 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.6% | 151 | $3K |
| US Bancorp \de | 0.00% | No change | 150 | $3K |
| City Holding Co. | 0.00% | No change | 150 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -53.3% | 140 | $3K |
| FMR LLC | 0.00% | Reduce -24.6% | 135 | $3K |
| Private Capital Management LLC | 0.00% | No change | 134 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 133 | $3K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -55.1% | 131 | $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.