Invesco Wilderhill Clean EnePBWETF
13F holders, Q1 2025 (March 31)119holders −9
12new positions
19sold out
$15.74avg. 13F price*
At the end of Q1 2025, 119 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, down 9 from Q4 2024. 12 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($11.5M), Bank of America Corp. ($6.7M) and Goldman Sachs Group Inc. ($3.7M).
- Company
- Invesco Wilderhill Clean Ene
- CUSIP
- 46137V134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 19 | $4.3M |
All 13F filers, Q4 2024 → Q1 2025: 691,072 shares bought and 913,473 shares sold, net −222,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Morgan Stanley | 0.00% | Reduce -17.4% | 733,138 | $11.5M |
| Bank of America Corp. | 0.00% | Add +129.6% | 427,090 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.4% | 237,587 | $3.7M |
| Allianz SE | 0.09% | No change | 219,068 | $3.4M |
| Quadrature Capital Ltd | 0.06% | New | 164,576 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +252.0% | 144,603 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 136,744 | $2.2M |
| John G Ullman & Associates Inc. | 0.28% | Reduce -7.1% | 116,869 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.9% | 83,340 | $1.3M |
| Family Firm, Inc. | 0.22% | Add +0.5% | 63,056 | $993K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.7% | 57,359 | $903K |
| LPL Financial LLC | 0.00% | Reduce -10.3% | 49,683 | $782K |
| CX Institutional | 0.03% | New | 46,612 | $734K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 41,382 | $651K |
| Wells Fargo & Company | 0.00% | Add +5.9% | 38,984 | $614K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 38,336 | $603K |
| UBS Group AG | 0.00% | Add +39.1% | 34,340 | $541K |
| Moller Wealth Partners | 0.13% | Reduce -2.2% | 33,240 | $523K |
| Wealthfront Advisers LLC | 0.00% | Add +22.4% | 28,438 | $448K |
| Truist Financial Corp. | 0.00% | Reduce -41.8% | 25,804 | $406K |
| HRT Financial LP | 0.00% | New | 25,397 | $399K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +80.6% | 25,248 | $397K |
| Royal Bank of Canada | 0.00% | Add +14.3% | 23,634 | $372K |
| Ameriprise Financial Inc. | 0.00% | Add +9.0% | 23,488 | $370K |
| Citigroup Inc. | 0.00% | Reduce -95.0% | 23,349 | $368K |
| TigerOak Management, L.L.C. | 0.11% | No change | 18,775 | $296K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.7% | 14,163 | $223K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -36.8% | 13,437 | $212K |
| Cetera Investment Advisers | 0.00% | Reduce -11.3% | 12,738 | $200K |
| Tradition Wealth Management, LLC | 0.02% | New | 12,634 | $199K |
| Natural Investments, LLC | 0.05% | Add +0.8% | 10,645 | $167K |
| Retirement Income Solutions, Inc. | 0.03% | No change | 10,526 | $166K |
| Prism Advisors, Inc. | 0.05% | Reduce -0.4% | 10,310 | $162K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 7,577 | $119K |
| Tidemark, LLC | 0.04% | No change | 7,357 | $116K |
| MAI Capital Management | 0.00% | Reduce -1.8% | 6,570 | $103K |
| Howe & Rusling Inc. | 0.01% | Add +28.7% | 6,299 | $99K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 5,000 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.6% | 3,568 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 3,505 | $55K |
| Continuum Advisory, LLC | 0.01% | No change | 3,008 | $47K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -22.9% | 2,758 | $43K |
| BlackRock, Inc. | 0.00% | New | 2,582 | $41K |
| Motco | 0.00% | No change | 2,245 | $35K |
| National Bank of Canada | 0.00% | Add +357.8% | 2,115 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,929 | $30K |
| Comerica Bank | 0.00% | Reduce -44.8% | 1,821 | $29K |
| North Star Investment Management Corp. | 0.00% | No change | 1,470 | $23K |
| Albion Financial Group | 0.00% | No change | 1,397 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -35.0% | 1,345 | $21K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 1,221 | $19K |
| FMR LLC | 0.00% | Add +747.4% | 1,144 | $18K |
| HM Payson & Co. | 0.00% | No change | 1,004 | $16K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.1% | 990 | $16K |
| NorthRock Partners, LLC | 0.00% | No change | 850 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -40.4% | 794 | $13K |
| Barclays PLC | 0.00% | No change | 770 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 759 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -4.9% | 737 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 699 | $11K |
| AE Wealth Management LLC | 0.00% | Reduce -55.8% | 593 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 589 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 581 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 463 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 367 | $6K |
| Stonebridge Financial Group, LLC | 0.00% | New | 366 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 357 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.1% | 355 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 351 | $6K |
| Breakwater Investment Management | 0.00% | No change | 331 | $5K |
| Community Bank, N.A. | 0.00% | No change | 323 | $5K |
| Kennebec Savings Bank | 0.01% | No change | 303 | $5K |
| Activest Wealth Management | 0.00% | Reduce -61.5% | 300 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 288 | $5K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 284 | $4K |
| EPG Wealth Management LLC | 0.00% | Reduce -50.0% | 268 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 201 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.9% | 189 | $3K |
| NewEdge Advisors, LLC | 0.00% | Add +24.5% | 188 | $3K |
| Hager Investment Management Services, LLC | 0.00% | No change | 167 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $3K |
| City Holding Co. | 0.00% | No change | 150 | $2K |
| US Bancorp \de | 0.00% | No change | 150 | $2K |
| Allworth Financial LP | 0.00% | Reduce -16.1% | 146 | $2K |
| S&T Bank | 0.00% | New | 140 | $2K |
| SouthState Bank Corp | 0.00% | New | 134 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 133 | $2K |
| Your Advocates Ltd., LLP | 0.00% | No change | 131 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 126 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 125 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 124 | $2K |
| Private Trust Co. NA | 0.00% | New | 117 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +1.2% | 82 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 74 | $1K |
| Piscataqua Savings Bank | 0.00% | No change | 71 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +725.0% | 66 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 65 | $1K |
| Simplex Trading, LLC | 0.00% | New | 78 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 55 | $873 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -30.8% | 54 | $857 |
| Asset Dedication, LLC | 0.00% | No change | 46 | $725 |
| Quadrant Capital Group LLC | 0.00% | No change | 44 | $690 |
| New Republic Capital, LLC | 0.00% | No change | 41 | $645 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 30 | $601 |
| Hollencrest Capital Management | 0.00% | No change | 35 | $551 |
| Principal Securities, Inc. | 0.00% | No change | 25 | $500 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 30 | $472 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 29 | $457 |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -46.0% | 20 | $318 |
| Bernard Wealth Management Corp. | 0.00% | No change | 20 | $315 |
| Rothschild Investment LLC | 0.00% | No change | 15 | $236 |
| Financial Management Professionals, Inc. | 0.00% | No change | 15 | $236 |
| Garde Capital, Inc. | 0.00% | New | 11 | $176 |
| NFSG Corp | 0.00% | No change | 7 | $110 |
| Sage Mountain Advisors LLC | 0.00% | No change | 4 | $69 |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.