Invesco Wilderhill Clean EnePBWETF
13F holders, Q3 2025 (September 30)134holders +20
33new positions
10sold out
1famous investor
$28.89avg. 13F price*
At the end of Q3 2025, 134 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, up 20 from Q2 2025. 33 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($27.7M), HighTower Advisors, LLC ($23.5M) and Bank of America Corp. ($15.4M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Wilderhill Clean Ene
- CUSIP
- 46137V134
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $44.7M |
| Exits | 10 | $113K |
All 13F filers, Q2 2025 → Q3 2025: 2,313,990 shares bought and 412,100 shares sold, net +1,901,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Morgan Stanley | 0.00% | Add +28.3% | 959,338 | $27.7M |
| HighTower Advisors, LLC | 0.03% | New | 812,483 | $23.5M |
| Bank of America Corp. | 0.00% | Add +33.7% | 534,605 | $15.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.7% | 263,680 | $7.6M |
| Allianz SE | 0.13% | Reduce -18.9% | 214,068 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Add +68.3% | 195,719 | $5.7M |
| LPL Financial LLC | 0.00% | Add +266.9% | 192,931 | $5.6M |
| Two Sigma Investments, LP | 0.01% | New | 133,241 | $3.8M |
| Tidal Investments LLC | 0.01% | New | 111,695 | $3.2M |
| Citigroup Inc. | 0.00% | Add +266.8% | 106,804 | $3.1M |
| Stifel Financial Corp. | 0.00% | New | 98,030 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +188.1% | 89,032 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.1% | 72,719 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.0% | 71,693 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.4% | 70,223 | $2.0M |
| Millennium Management | 0.00% | New | 62,190 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | New | 53,318 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 52,704 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +28.8% | 51,293 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +167.3% | 36,509 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.9% | 31,551 | $1.0M |
| UBS Group AG | 0.00% | Reduce -49.5% | 35,144 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -28.3% | 33,077 | $955K |
| Moller Wealth Partners | 0.19% | Reduce -15.2% | 31,982 | $924K |
| Ameriprise Financial Inc. | 0.00% | Add +71.0% | 31,334 | $905K |
| Nwam LLC | 0.05% | Add +21.4% | 30,976 | $899K |
| GTS Securities LLC | 0.03% | Reduce -29.4% | 31,112 | $899K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 28,608 | $826K |
| Realta Investment Advisors | 0.22% | New | 22,833 | $659K |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.2% | 22,595 | $653K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 21,378 | $617K |
| Wealthfront Advisers LLC | 0.00% | Reduce -15.1% | 20,919 | $604K |
| Quadrature Capital Ltd | 0.01% | New | 20,010 | $577K |
| Truist Financial Corp. | 0.00% | Reduce -35.6% | 17,904 | $517K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | Reduce -1.6% | 17,039 | $492K |
| MML Investors Services, LLC | 0.00% | New | 16,129 | $466K |
| Independent Financial Group, LLC | 0.01% | New | 15,844 | $458K |
| TigerOak Management, L.L.C. | 0.14% | Reduce -16.5% | 15,098 | $436K |
| MinichMacGregor Wealth Management, LLC | 0.08% | New | 14,125 | $408K |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 13,377 | $386K |
| Prospera Financial Services Inc | 0.01% | New | 12,532 | $362K |
| Private Advisor Group, LLC | 0.00% | New | 11,468 | $331K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -8.8% | 10,900 | $315K |
| Wellington Shields & Co., LLC | 0.08% | New | 10,495 | $303K |
| Prism Advisors, Inc. | 0.08% | Reduce -3.2% | 10,301 | $297K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.0% | 10,188 | $294K |
| Western Financial Corp | 0.11% | New | 8,970 | $259K |
| CX Institutional | 0.01% | Reduce -1.7% | 8,787 | $254K |
| EWG Elevate Inc. | 0.08% | New | 8,727 | $252K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,108 | $234K |
| MAI Capital Management | 0.00% | Add +48.3% | 7,856 | $227K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -82.2% | 7,667 | $221K |
| Mariner, LLC | 0.00% | New | 7,547 | $218K |
| Retirement Income Solutions, Inc. | 0.03% | New | 7,049 | $204K |
| BlackRock, Inc. | 0.00% | No change | 6,408 | $185K |
| Howe & Rusling Inc. | 0.01% | No change | 4,060 | $117K |
| JPMorgan Chase & Co. | 0.00% | Add +152.9% | 3,579 | $103K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.0% | 3,471 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 3,238 | $94K |
| Comerica Bank | 0.00% | Reduce -1.6% | 2,935 | $85K |
| Motco | 0.01% | No change | 2,245 | $65K |
| Westfuller Advisors, LLC | 0.03% | New | 2,188 | $63K |
| Dakota Community Bank & Trust NA | 0.23% | New | 2,034 | $59K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -11.4% | 1,850 | $53K |
| Allworth Financial LP | 0.00% | No change | 1,746 | $50K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,710 | $49K |
| North Star Investment Management Corp. | 0.00% | No change | 1,470 | $42K |
| Advisors Preferred, LLC | 0.01% | New | 1,385 | $42K |
| Albion Financial Group | 0.00% | No change | 1,397 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.3% | 1,227 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -40.5% | 1,147 | $33K |
| National Bank of Canada | 0.00% | Reduce -59.8% | 1,042 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -16.6% | 1,005 | $29K |
| HM Payson & Co. | 0.00% | No change | 1,004 | $29K |
| Barclays PLC | 0.00% | No change | 770 | $22K |
| IFP Advisors, Inc | 0.00% | No change | 758 | $22K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 740 | $21K |
| Kennebec Savings Bank | 0.02% | Add +104.3% | 619 | $18K |
| Advisory Services Network, LLC | 0.00% | New | 609 | $18K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 600 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -20.9% | 582 | $17K |
| Financial Perspectives, Inc | 0.00% | No change | 581 | $17K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 580 | $17K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.2% | 465 | $13K |
| Millstone Evans Group, LLC | 0.01% | No change | 357 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 351 | $10K |
| Breakwater Investment Management | 0.00% | No change | 331 | $10K |
| FMR LLC | 0.00% | Add +46.7% | 330 | $10K |
| Community Bank, N.A. | 0.00% | No change | 323 | $9K |
| Evolution Wealth Management Inc. | 0.01% | No change | 311 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -1.3% | 310 | $9K |
| Activest Wealth Management | 0.00% | No change | 300 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 256 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -38.9% | 225 | $6K |
| Founders Financial Alliance, LLC | 0.00% | New | 220 | $6K |
| Pacific Center for Financial Services | 0.00% | Add +0.5% | 202 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 188 | $5K |
| Hager Investment Management Services, LLC | 0.00% | No change | 167 | $5K |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.