Invesco Wilderhill Clean EnePBWETF
13F holders, Q4 2025 (December 31)152holders +18
25new positions
9sold out
3famous investors
$30.55avg. 13F price*
At the end of Q4 2025, 152 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, up 18 from Q3 2025. 25 opened new positions and 9 sold out. The largest holders were DV Trading LLC ($90.3M), Morgan Stanley ($39.8M) and HighTower Advisors, LLC ($25.0M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $20.2M |
| Exits | 9 | $3.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,391,974 shares bought and 526,753 shares sold, net +2,865,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| DV Trading LLC | 7.82% | — | 2,957,579 | $90.3M |
| Morgan Stanley | 0.00% | Add +36.0% | 1,304,790 | $39.8M |
| HighTower Advisors, LLC | 0.03% | Add +0.7% | 818,050 | $25.0M |
| Citigroup Inc. | 0.01% | Add +390.4% | 523,709 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.9% | 471,799 | $14.4M |
| Two Sigma Investments, LP | 0.02% | Add +244.2% | 458,557 | $14.0M |
| Millennium Management | 0.01% | Add +514.5% | 382,190 | $11.7M |
| Bank of America Corp. | 0.00% | Reduce -30.3% | 372,799 | $11.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +584.5% | 360,739 | $11.0M |
| LPL Financial LLC | 0.00% | Add +65.9% | 320,122 | $9.8M |
| D. E. Shaw & Co. | 0.01% | New | 304,628 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Add +50.8% | 295,214 | $9.0M |
| Kingsview Wealth Management, LLC | 0.10% | Add +2793.0% | 234,565 | $7.2M |
| Allianz SE | 0.07% | Reduce -21.0% | 169,068 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +337.6% | 144,742 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +80.4% | 131,163 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +30.4% | 116,131 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 93,805 | $2.9M |
| Quadrature Capital Ltd | 0.02% | Add +244.5% | 68,933 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.1% | 65,208 | $2.0M |
| Financial Management Professionals, Inc. | 0.16% | Add +343206.7% | 51,496 | $1.6M |
| HRT Financial LP | 0.00% | New | 50,817 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 48,983 | $1.5M |
| Q3 Asset Management | 0.32% | New | 45,484 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +89.1% | 42,733 | $1.3M |
| Nilsine Partners, LLC | 0.11% | New | 40,384 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +28.3% | 40,211 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 36,642 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.25% | New | 35,735 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 31,252 | $1.1M |
| Nwam LLC | 0.05% | Add +0.1% | 31,019 | $951K |
| Moller Wealth Partners | 0.20% | Reduce -4.6% | 30,524 | $932K |
| Benjamin Edwards Inc. | 0.01% | Reduce -47.0% | 28,266 | $863K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 27,677 | $845K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.7% | 27,317 | $834K |
| UBS Group AG | 0.00% | Reduce -28.1% | 25,254 | $771K |
| Wealthfront Advisers LLC | 0.00% | Add +1.4% | 21,204 | $648K |
| MML Investors Services, LLC | 0.00% | Add +30.7% | 21,074 | $644K |
| International Assets Investment Management, LLC | 0.04% | New | 20,866 | $637K |
| Thrivent Financial for Lutherans | 0.00% | New | 19,967 | $610K |
| Realta Investment Advisors | 0.19% | Reduce -15.4% | 19,324 | $590K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 17,165 | $524K |
| Cetera Investment Advisers | 0.00% | Add +27.9% | 17,108 | $522K |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 16,967 | $518K |
| Cibc World Market Inc. | 0.00% | New | 15,689 | $479K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.0% | 15,681 | $479K |
| Citadel Advisors | 0.00% | New | 14,391 | $440K |
| TigerOak Management, L.L.C. | 0.13% | Reduce -6.7% | 14,080 | $430K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -21.6% | 13,367 | $408K |
| Wellington Shields & Co., LLC | 0.10% | Add +24.1% | 13,019 | $398K |
| Private Advisor Group, LLC | 0.00% | Add +11.9% | 12,828 | $392K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.6% | 12,332 | $377K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Reduce -14.8% | 12,040 | $368K |
| GTS Securities LLC | 0.01% | Reduce -63.7% | 11,300 | $345K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 10,197 | $311K |
| BNP Paribas Financial Markets | 0.00% | Reduce -86.7% | 9,554 | $292K |
| Comprehensive Financial Planning, Inc. | 0.18% | New | 9,015 | $275K |
| Western Financial Corp | 0.11% | Add +0.2% | 8,989 | $275K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -19.4% | 8,788 | $268K |
| CX Institutional | 0.01% | Reduce -0.0% | 8,785 | $268K |
| Mariner, LLC | 0.00% | Add +12.7% | 8,503 | $260K |
| Prism Advisors, Inc. | 0.07% | Reduce -20.9% | 8,145 | $249K |
| Commerce Bank | 0.00% | New | 7,929 | $242K |
| MAI Capital Management | 0.00% | Add +0.1% | 7,862 | $240K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,593 | $232K |
| Great Diamond Partners, LLC | 0.04% | New | 7,070 | $216K |
| Prosperity Consulting Group, LLC | 0.01% | New | 6,899 | $211K |
| Retirement Income Solutions, Inc. | 0.04% | Reduce -3.0% | 6,837 | $209K |
| Evolution Wealth Advisors, LLC | 0.02% | New | 6,758 | $206K |
| Comerica Bank | 0.00% | Add +119.8% | 6,452 | $197K |
| BlackRock, Inc. | 0.00% | Reduce -31.2% | 4,408 | $135K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +566.7% | 4,000 | $122K |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 0.09% | — | 3,850 | $118K |
| AlphaCore Capital LLC | 0.00% | New | 3,766 | $115K |
| Howe & Rusling Inc. | 0.01% | Reduce -11.6% | 3,589 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,471 | $106K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.6% | 2,961 | $90K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,929 | $89K |
| Westfuller Advisors, LLC | 0.03% | Add +0.2% | 2,193 | $67K |
| Motco | 0.01% | Reduce -2.5% | 2,190 | $67K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,854 | $57K |
| Allworth Financial LP | 0.00% | No change | 1,746 | $53K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 1,697 | $52K |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.6% | 1,516 | $46K |
| North Star Investment Management Corp. | 0.00% | No change | 1,470 | $45K |
| Albion Financial Group | 0.00% | No change | 1,397 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.3% | 1,357 | $41K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.3% | 1,231 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,147 | $35K |
| National Bank of Canada | 0.00% | No change | 1,042 | $32K |
| HM Payson & Co. | 0.00% | No change | 1,004 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 885 | $27K |
| IFP Advisors, Inc | 0.00% | Add +3.2% | 782 | $24K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 740 | $23K |
| Barclays PLC | 0.00% | Reduce -16.4% | 644 | $20K |
| Kennebec Savings Bank | 0.02% | No change | 619 | $19K |
| Financial Perspectives, Inc | 0.00% | Add +0.3% | 583 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 582 | $18K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 580 | $18K |
| FMR LLC | 0.00% | Add +71.5% | 566 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -52.7% | 475 | $15K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 467 | $14K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -79.3% | 383 | $12K |
| Millstone Evans Group, LLC | 0.01% | No change | 357 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 351 | $11K |
| Breakwater Investment Management | 0.00% | No change | 331 | $10K |
| Advisors Preferred, LLC | 0.00% | Reduce -77.5% | 311 | $10K |
| Community Bank, N.A. | 0.00% | No change | 323 | $10K |
| Evolution Wealth Management Inc. | 0.01% | No change | 311 | $9K |
| Activest Wealth Management | 0.00% | No change | 300 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 225 | $7K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 197 | $6K |
| Pacific Center for Financial Services | 0.00% | No change | 202 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 188 | $6K |
| Hager Investment Management Services, LLC | 0.00% | No change | 167 | $5K |
| Glassman Wealth Services | 0.00% | No change | 162 | $5K |
| Center for Financial Planning, Inc. | 0.00% | No change | 160 | $5K |
| Blue Trust, Inc. | 0.00% | New | 152 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +128.8% | 151 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -42.6% | 147 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 133 | $4K |
| Your Advocates Ltd., LLP | 0.00% | No change | 131 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 126 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 125 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 124 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 90 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 84 | $3K |
| Piscataqua Savings Bank | 0.00% | No change | 71 | $2K |
| Optima Capital LLC | 0.00% | New | 60 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 58 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 55 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -63.6% | 55 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 46 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 44 | $1K |
| New Republic Capital, LLC | 0.00% | No change | 41 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 33 | $1K |
| Bank of Montreal | 0.00% | Add +500.0% | 36 | $1K |
| UMB Bank, n.a. | 0.00% | New | 35 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 35 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -50.6% | 39 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 30 | $917 |
| Harbour Investments, Inc. | 0.00% | Reduce -75.4% | 30 | $916 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 29 | $886 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 26 | $794 |
| Trust Co. of Toledo NA | 0.00% | No change | 24 | $733 |
| Rothschild Investment LLC | 0.00% | No change | 15 | $458 |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $367 |
| Sage Mountain Advisors LLC | 0.00% | No change | 4 | $135 |
| Parallel Advisors, LLC | 0.00% | No change | 2 | $61 |
| Assetmark, Inc. | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.