Invesco Wilderhill Clean EnePBWETF
13F holders, Q1 2026 (March 31)144holders −8
14new positions
21sold out
2famous investors
$31.64avg. 13F price*
At the end of Q1 2026, 144 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, down 8 from Q4 2025. 14 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($47.1M), Two Sigma Investments, LP ($13.6M) and Goldman Sachs Group Inc. ($10.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.7M |
| Exits | 21 | $119.4M |
All 13F filers, Q4 2025 → Q1 2026: 939,627 shares bought and 6,590,626 shares sold, net −5,650,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Morgan Stanley | 0.00% | Add +14.3% | 1,492,014 | $47.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -6.2% | 430,157 | $13.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.8% | 335,904 | $10.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -23.4% | 276,145 | $8.7M |
| IFP Advisors, Inc | 0.17% | Add +33163.0% | 260,117 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.8% | 210,284 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -50.5% | 184,706 | $5.8M |
| Allianz SE | 0.06% | No change | 169,068 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +652.5% | 127,672 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -71.4% | 91,522 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -70.3% | 90,605 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -14.3% | 80,407 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -34.7% | 75,813 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +322.6% | 72,289 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.9% | 64,608 | $2.0M |
| GTS Securities LLC | 0.07% | Add +458.1% | 63,062 | $2.0M |
| Fortis Group Advisors, LLC | 0.30% | Add +35144.4% | 46,875 | $1.8M |
| Citadel Advisors | 0.00% | Add +272.7% | 53,638 | $1.7M |
| Financial Management Professionals, Inc. | 0.18% | Reduce -1.0% | 50,997 | $1.6M |
| Q3 Asset Management | 0.37% | Add +6.2% | 48,287 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -70.2% | 43,162 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +142386.7% | 42,746 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 41,813 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +2950.5% | 41,395 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.0% | 36,666 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -26.3% | 36,121 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.27% | Reduce -1.2% | 35,306 | $1.1M |
| Nwam LLC | 0.06% | Add +4.8% | 32,495 | $1.0M |
| Massar Capital Management, LP | 0.20% | New | 31,584 | $997K |
| Moller Wealth Partners | 0.18% | Reduce -4.3% | 29,228 | $923K |
| Osaic Holdings, Inc. | 0.00% | Add +0.0% | 27,328 | $863K |
| Comprehensive Financial Planning, Inc. | 0.48% | Add +142.9% | 21,900 | $692K |
| Wealthfront Advisers LLC | 0.00% | Add +1.2% | 21,460 | $678K |
| Ameriprise Financial Inc. | 0.00% | Reduce -47.2% | 21,228 | $670K |
| Blue Jean Financial LLC | 0.54% | New | 20,673 | $653K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 19,802 | $625K |
| UBS Group AG | 0.00% | Reduce -35.2% | 16,365 | $517K |
| Cibc World Market Inc. | 0.00% | Add +4.3% | 16,358 | $517K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -49.5% | 15,786 | $501K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -3.9% | 12,845 | $406K |
| TigerOak Management, L.L.C. | 0.12% | Reduce -12.6% | 12,309 | $389K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.0% | 10,199 | $322K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -73.2% | 9,820 | $310K |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.4% | 9,415 | $297K |
| IMC-Chicago, LLC | 0.00% | New | 9,191 | $290K |
| CX Institutional | 0.01% | Reduce -2.3% | 8,585 | $271K |
| Mariner, LLC | 0.00% | Reduce -0.1% | 8,494 | $268K |
| Prism Advisors, Inc. | 0.07% | Add +0.3% | 8,165 | $258K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -71.1% | 7,992 | $252K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -10.4% | 7,870 | $249K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 7,856 | $248K |
| Great Diamond Partners, LLC | 0.05% | Add +8.3% | 7,658 | $242K |
| EP Wealth Advisors, LLC | 0.00% | No change | 7,593 | $240K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 6,899 | $218K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 6,837 | $216K |
| Evolution Wealth Advisors, LLC | 0.02% | No change | 6,758 | $213K |
| Creative Planning | 0.00% | New | 6,730 | $213K |
| Fifth Third Bancorp | 0.00% | New | 6,666 | $211K |
| HighTower Advisors, LLC | 0.00% | Reduce -99.2% | 6,540 | $207K |
| Two Sigma Securities, LLC | 0.02% | New | 6,504 | $205K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 4,000 | $126K |
| Howe & Rusling Inc. | 0.01% | Add +10.9% | 3,980 | $126K |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 0.10% | No change | 3,850 | $122K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 3,456 | $109K |
| AlphaCore Capital LLC | 0.00% | Reduce -10.6% | 3,366 | $106K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.3% | 2,776 | $88K |
| BlackRock, Inc. | 0.00% | Reduce -40.8% | 2,608 | $82K |
| JPL Wealth Management, LLC | 0.02% | New | 2,585 | $82K |
| Citigroup Inc. | 0.00% | Reduce -99.5% | 2,366 | $75K |
| Westfuller Advisors, LLC | 0.03% | Add +0.1% | 2,195 | $69K |
| Motco | 0.01% | No change | 2,190 | $69K |
| Allworth Financial LP | 0.00% | No change | 1,746 | $55K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,697 | $54K |
| JPMorgan Chase & Co. | 0.00% | Add +15.3% | 1,748 | $53K |
| North Star Investment Management Corp. | 0.00% | No change | 1,470 | $46K |
| Johnson Financial Group, Inc. | 0.00% | Add +274.9% | 1,436 | $45K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.2% | 1,233 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,147 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 885 | $34K |
| HM Payson & Co. | 0.00% | No change | 1,004 | $32K |
| National Bank of Canada | 0.00% | Reduce -11.5% | 922 | $29K |
| Advisory Services Network, LLC | 0.00% | New | 746 | $24K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 740 | $23K |
| Advisors Preferred, LLC | 0.00% | Add +117.7% | 677 | $21K |
| FMR LLC | 0.00% | Add +8.0% | 611 | $19K |
| Albion Financial Group | 0.00% | Reduce -57.3% | 597 | $19K |
| Financial Perspectives, Inc | 0.01% | Add +0.2% | 584 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 582 | $18K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.2% | 468 | $15K |
| Barclays PLC | 0.00% | Reduce -34.5% | 422 | $13K |
| Hickory Point Bank & Trust | 0.01% | New | 400 | $13K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 580 | $12K |
| Millstone Evans Group, LLC | 0.01% | No change | 357 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 351 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -29.5% | 335 | $11K |
| Breakwater Investment Management | 0.00% | No change | 331 | $10K |
| Community Bank, N.A. | 0.00% | No change | 323 | $10K |
| Evolution Wealth Management Inc. | 0.01% | No change | 311 | $10K |
| Rossby Financial, LCC | 0.00% | Add +431.0% | 308 | $10K |
| Activest Wealth Management | 0.00% | No change | 300 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.4% | 226 | $7K |
| Founders Financial Alliance, LLC | 0.00% | New | 220 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 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 | $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 |
| Retiremitten Financial LLC | 0.00% | — | 153 | $5K |
| SHP Wealth Management | 0.00% | New | 143 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 140 | $4K |
| Your Advocates Ltd., LLP | 0.00% | No change | 131 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 126 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 124 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.5% | 111 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -27.0% | 111 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 90 | $3K |
| Kennebec Savings Bank | 0.00% | Reduce -87.6% | 77 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 71 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 55 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 55 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -35.7% | 54 | $2K |
| Realta Investment Advisors | 0.00% | Reduce -99.7% | 50 | $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 |
| UMB Bank, n.a. | 0.00% | No change | 35 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 35 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 33 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 39 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 31 | $979 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 30 | $948 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 29 | $916 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 26 | $822 |
| Trust Co. of Toledo NA | 0.00% | No change | 24 | $758 |
| Rothschild Investment LLC | 0.00% | No change | 15 | $474 |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $379 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 10 | $316 |
| Bank of Montreal | 0.00% | Reduce -83.3% | 6 | $189 |
| Sage Mountain Advisors LLC | 0.00% | No change | 4 | $140 |
| Parallel Advisors, LLC | 0.00% | No change | 2 | $63 |
| Assetmark, Inc. | 0.00% | No change | 1 | $32 |
"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.