Invesco Wilderhill Clean EnePBWETF
13F holders, Q2 2025 (June 30)114holders −5
11new positions
18sold out
$19.94avg. 13F price*
At the end of Q2 2025, 114 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, down 5 from Q1 2025. 11 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($14.9M), Bank of America Corp. ($8.0M) and BNP Paribas Financial Markets ($6.0M).
- Company
- Invesco Wilderhill Clean Ene
- CUSIP
- 46137V134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.7M |
| Exits | 18 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 485,637 shares bought and 502,956 shares sold, net −17,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Morgan Stanley | 0.00% | Add +2.0% | 747,941 | $14.9M |
| Bank of America Corp. | 0.00% | Reduce -6.4% | 399,923 | $8.0M |
| BNP Paribas Financial Markets | 0.00% | Add +107.0% | 299,315 | $6.0M |
| Allianz SE | 0.12% | Add +20.5% | 264,068 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.2% | 261,750 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.9% | 116,310 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +28.2% | 73,535 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -15.4% | 70,530 | $1.4M |
| UBS Group AG | 0.00% | Add +102.7% | 69,598 | $1.4M |
| Family Firm, Inc. | 0.29% | Reduce -5.5% | 59,559 | $1.2M |
| LPL Financial LLC | 0.00% | Add +5.8% | 52,579 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +95.3% | 46,150 | $919K |
| GTS Securities LLC | 0.04% | New | 44,093 | $878K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 43,126 | $859K |
| Osaic Holdings, Inc. | 0.00% | Add +3.9% | 39,829 | $793K |
| Moller Wealth Partners | 0.17% | Add +13.4% | 37,709 | $751K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.1% | 34,623 | $749K |
| Wells Fargo & Company | 0.00% | Reduce -20.7% | 30,909 | $616K |
| Citigroup Inc. | 0.00% | Add +24.7% | 29,118 | $580K |
| Truist Financial Corp. | 0.00% | Add +7.8% | 27,824 | $554K |
| Nwam LLC | 0.03% | New | 25,507 | $510K |
| Wealthfront Advisers LLC | 0.00% | Reduce -13.3% | 24,644 | $491K |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.0% | 18,329 | $365K |
| TigerOak Management, L.L.C. | 0.12% | Reduce -3.7% | 18,079 | $360K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | New | 17,316 | $345K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -59.9% | 16,595 | $331K |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 13,880 | $276K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 13,656 | $272K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -5.4% | 11,949 | $238K |
| Prism Advisors, Inc. | 0.06% | Add +3.2% | 10,638 | $212K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -23.4% | 10,295 | $205K |
| CX Institutional | 0.01% | Reduce -80.8% | 8,935 | $178K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 7,217 | $144K |
| BlackRock, Inc. | 0.00% | Add +148.2% | 6,408 | $128K |
| MAI Capital Management | 0.00% | Reduce -19.4% | 5,296 | $106K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 4,400 | $88K |
| Howe & Rusling Inc. | 0.01% | Reduce -35.5% | 4,060 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,505 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.3% | 3,236 | $64K |
| Comerica Bank | 0.00% | Add +63.9% | 2,984 | $59K |
| National Bank of Canada | 0.00% | Add +22.6% | 2,592 | $52K |
| Motco | 0.00% | No change | 2,245 | $51K |
| Johnson Financial Group, Inc. | 0.00% | New | 2,087 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,929 | $38K |
| Allworth Financial LP | 0.00% | Add +1095.9% | 1,746 | $35K |
| North Star Investment Management Corp. | 0.00% | No change | 1,470 | $29K |
| JPMorgan Chase & Co. | 0.00% | Add +42.9% | 1,415 | $28K |
| Albion Financial Group | 0.00% | No change | 1,397 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.2% | 1,223 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.4% | 1,205 | $24K |
| HM Payson & Co. | 0.00% | No change | 1,004 | $20K |
| Barclays PLC | 0.00% | No change | 770 | $15K |
| IFP Advisors, Inc | 0.00% | Add +2.9% | 758 | $15K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Reduce -73.2% | 740 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +5.3% | 736 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -10.3% | 712 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +0.2% | 590 | $12K |
| Financial Perspectives, Inc | 0.00% | No change | 581 | $12K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +104.2% | 580 | $12K |
| Glassman Wealth Services | 0.00% | New | 572 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.2% | 464 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.3% | 368 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 357 | $7K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 351 | $7K |
| Breakwater Investment Management | 0.00% | No change | 331 | $7K |
| Community Bank, N.A. | 0.00% | No change | 323 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -11.6% | 314 | $6K |
| Evolution Wealth Management Inc. | 0.01% | — | 311 | $6K |
| Kennebec Savings Bank | 0.01% | No change | 303 | $6K |
| Activest Wealth Management | 0.00% | No change | 300 | $6K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 260 | $5K |
| Global Retirement Partners, LLC | 0.00% | — | 256 | $5K |
| FMR LLC | 0.00% | Reduce -80.3% | 225 | $4K |
| Pacific Center for Financial Services | 0.00% | No change | 201 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 188 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -34.7% | 188 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 180 | $4K |
| Hager Investment Management Services, LLC | 0.00% | No change | 167 | $3K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.4% | 158 | $3K |
| S&T Bank | 0.00% | No change | 140 | $3K |
| SouthState Bank Corp | 0.00% | No change | 134 | $3K |
| Fortis Group Advisors, LLC | 0.00% | No change | 133 | $3K |
| Your Advocates Ltd., LLP | 0.00% | No change | 131 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 126 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 125 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 124 | $2K |
| US Bancorp \de | 0.00% | Reduce -24.0% | 114 | $2K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $2K |
| Bank of Montreal | 0.00% | New | 96 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 71 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 66 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 65 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 55 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 54 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 46 | $917 |
| New Republic Capital, LLC | 0.00% | No change | 41 | $817 |
| Hollencrest Capital Management | 0.00% | No change | 35 | $697 |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.