Invesco Wilderhill Clean EnePBWETF

13F holders, Q2 2026 (June 30)
151holders +7
20new positions
15sold out
4famous investors
$38.99avg. 13F price*

At the end of Q2 2026, 151 institutions reported holding Invesco Wilderhill Clean Ene (PBW) in their 13F filings, up 7 from Q1 2026. 20 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($54.9M), Goldman Sachs Group Inc. ($34.4M) and Qube Research & Technologies Ltd ($11.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Invesco Wilderhill Clean Ene
CUSIP
46137V134
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 145Q1 2024Q2 2024: 135Q2 2024Q3 2024: 124Q3 2024Q4 2024: 128Q4 2024Q1 2025: 119Q1 2025Q2 2025: 114Q2 2025Q3 2025: 134Q3 2025Q4 2025: 152Q4 2025Q1 2026: 144Q1 2026Q2 2026: 151Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$7.7M
Exits15$3.4M

All 13F filers, Q1 2026 → Q2 2026: 983,678 shares bought and 1,060,519 shares sold, net −76,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 151 holders

Morgan Stanley 0.00% Reduce -5.7% 1,407,238 $54.9M
Goldman Sachs Group Inc. 0.00% Add +162.4% 881,546 $34.4M
Qube Research & Technologies Ltd 0.01% Add +4.1% 287,500 $11.2M
Bank of America Corp. 0.00% Add +8.4% 200,286 $7.8M
D. E. Shaw & Co. 0.00% Add +67.7% 151,907 $5.9M
Raymond James Financial Inc. 0.00% Reduce -28.7% 150,018 $5.9M
Allianz SE 0.06% Reduce -15.4% 143,068 $5.6M
Truist Financial Corp. 0.01% Reduce -1.4% 125,920 $4.9M
LPL Financial LLC 0.00% Add +17.3% 107,310 $4.2M
Wells Fargo & Company 0.00% Add +39.5% 105,721 $4.1M
Stifel Financial Corp. 0.00% Add +0.7% 80,935 $3.2M
Q3 Asset Management 0.45% Add +30.8% 63,167 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.0% 62,676 $2.4M
Osaic Holdings, Inc. 0.00% Add +126.5% 61,889 $2.4M
GTS Securities LLC 0.05% Reduce -11.5% 55,808 $2.2M
Harbour Investments, Inc. 0.03% Add +19.7% 51,169 $2.0M
Two Sigma Investments, LP 0.00% Reduce -88.2% 50,816 $2.0M
Royal Bank of Canada 0.00% Add +15.2% 49,721 $1.9M
Fortis Group Advisors, LLC 0.30% Add +1.5% 47,583 $1.9M
Benjamin Edwards Inc. 0.02% New 46,305 $1.8M
Tower Research Capital LLC (TRC) 0.04% Add +6.1% 43,922 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +5.0% 43,919 $1.7M
Citadel Advisors 0.00% Reduce -21.2% 42,246 $1.6M
Renaissance Technologies 0.00% New 42,087 $1.6M
Wealthfront Advisers LLC 0.00% Add +62.5% 34,862 $1.4M
UBS Group AG 0.00% Add +83.8% 30,084 $1.2M
Nwam LLC 0.06% Reduce -8.6% 29,707 $1.2M
Basso Capital Management, L.P. 0.27% New 28,505 $1.1M
Moller Wealth Partners 0.19% Reduce -5.6% 27,579 $1.1M
Beacon Pointe Advisors, LLC 0.00% Reduce -25.3% 26,992 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -34.0% 24,185 $943K
Ameriprise Financial Inc. 0.00% Add +6.3% 22,574 $881K
Comprehensive Financial Planning, Inc. 0.46% Add +1.0% 22,119 $863K
Jane Street Group, LLC 0.00% New 20,361 $794K
Thrivent Financial for Lutherans 0.00% Reduce -3.9% 19,029 $742K
Cetera Investment Advisers 0.00% Reduce -74.4% 18,509 $722K
Cibc World Market Inc. 0.00% Add +1.3% 16,567 $646K
Financial Management Professionals, Inc. 0.06% Reduce -68.3% 16,141 $630K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.5% 14,924 $526K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Reduce -6.8% 11,969 $467K
Private Advisory Group LLC 0.02% New 10,326 $403K
Wealthspire Advisors, LLC 0.00% Add +0.1% 10,213 $398K
IFP Advisors, Inc 0.01% Reduce -96.3% 9,665 $377K
Envestnet Asset Management Inc. 0.00% Reduce -5.9% 9,243 $361K
Great Diamond Partners, LLC 0.06% Add +19.2% 9,130 $356K
TigerOak Management, L.L.C. 0.10% Reduce -27.5% 8,924 $348K
Y-Intercept (Hong Kong) Ltd 0.01% New 8,747 $341K
CX Institutional 0.01% Add +0.6% 8,632 $337K
Wealthcare Advisory Partners LLC 0.01% New 8,497 $331K
Prism Advisors, Inc. 0.08% Add +0.2% 8,183 $319K
MAI Capital Management 0.00% Add +0.2% 7,872 $307K
Tudor Investment Corporation 0.00% New 7,651 $298K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.3% 7,567 $295K
Mariner, LLC 0.00% Reduce -11.1% 7,551 $295K
EP Wealth Advisors, LLC 0.00% Reduce -1.9% 7,451 $291K
Creative Planning 0.00% Add +9.1% 7,343 $286K
Two Sigma Securities, LLC 0.02% Add +7.9% 7,019 $274K
Tradition Wealth Management, LLC 0.02% Reduce -11.0% 7,004 $273K
Prosperity Consulting Group, LLC 0.01% No change 6,899 $269K
Evolution Wealth Advisors, LLC 0.03% Reduce -0.3% 6,738 $263K
Fifth Third Bancorp 0.00% Reduce -4.2% 6,389 $249K
HighTower Advisors, LLC 0.00% Reduce -3.6% 6,303 $246K
Focus Financial Network, Inc. 0.01% New 5,987 $234K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 5,852 $228K
&partners 0.00% New 5,801 $226K
Retirement Income Solutions, Inc. 0.04% No change 6,837 $216K
Corient Private Wealth LP 0.00% New 5,326 $208K
Howe & Rusling Inc. 0.01% Add +31.4% 5,230 $204K
Steward Partners Investment Advisory, LLC 0.00% Add +22.3% 4,228 $165K
VUB Generali dochodkova spravcovska spolocnost, a.s. 0.10% No change 3,850 $150K
AlphaCore Capital LLC 0.00% Add +0.1% 3,369 $131K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.1% 3,279 $128K
BlackRock, Inc. 0.00% No change 2,608 $102K
JPL Wealth Management, LLC 0.02% Add +0.7% 2,602 $102K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -35.4% 2,584 $101K
Westfuller Advisors, LLC 0.03% Add +0.4% 2,204 $86K
Motco 0.01% No change 2,190 $85K
Allworth Financial LP 0.00% No change 1,746 $68K
North Star Investment Management Corp. 0.00% No change 1,470 $57K
FMR LLC 0.00% Add +130.4% 1,408 $55K
JPMorgan Chase & Co. 0.00% Reduce -19.7% 1,404 $53K
Johnson Financial Group, Inc. 0.00% Reduce -6.5% 1,343 $52K
Continuum Advisory, LLC 0.00% New 1,257 $49K
Tanglewood Legacy Advisors, LLC 0.02% Add +0.7% 1,241 $48K
PNC Financial Services Group, Inc. 0.00% Reduce -7.8% 1,058 $41K
HM Payson & Co. 0.00% No change 1,004 $39K
National Bank of Canada 0.00% No change 922 $36K
Bartlett & Co. Wealth Management LLC 0.00% No change 885 $35K
Citigroup Inc. 0.00% Reduce -66.5% 792 $31K
Regatta Research & Money Management 0.03% — 750 $29K
Townsend Asset Management Corp. /NC/ 0.01% No change 740 $29K
Financial Perspectives, Inc 0.01% Add +21.4% 709 $28K
Intesa Sanpaolo Wealth Management 0.01% New 700 $27K
Rockefeller Capital Management L.P. 0.00% Reduce -58.9% 698 $27K
Albion Financial Group 0.00% No change 597 $23K
Physician Wealth Advisors, Inc. 0.00% No change 582 $23K
Flagship Wealth Advisors, LLC 0.01% No change 580 $23K
Barclays PLC 0.00% No change 422 $16K
Hickory Point Bank & Trust 0.01% No change 400 $16K
Millstone Evans Group, LLC 0.01% No change 357 $14K
1620 Investment Advisors, Inc. 0.01% No change 351 $14K
Federation des caisses Desjardins du Quebec 0.00% No change 335 $13K
Breakwater Investment Management 0.00% No change 331 $13K
Community Bank, N.A. 0.00% No change 323 $13K
Evolution Wealth Management Inc. 0.01% No change 311 $12K
Rossby Financial, LCC 0.00% No change 308 $12K
Realta Investment Advisors 0.00% Add +506.0% 303 $12K
Spire Wealth Management 0.00% New 300 $12K
Ameritas Investment Partners, Inc. 0.00% Add +35.5% 267 $10K
Capital Advisors, Ltd. LLC 0.00% New 260 $10K
Portfolio Resources Advisor Group, Inc. 0.01% New 245 $10K
Vermillion Wealth Management, Inc. 0.00% Reduce -49.8% 235 $9K
SOA Wealth Advisors, LLC. 0.00% Add +0.4% 227 $9K
Pacific Center for Financial Services 0.00% Add +0.5% 203 $8K
CENTRAL TRUST Co 0.00% No change 200 $8K
Wilmington Savings Fund Society, FSB 0.00% No change 188 $7K
Hager Investment Management Services, LLC 0.00% No change 167 $7K
Glassman Wealth Services 0.00% No change 162 $6K
Center for Financial Planning, Inc. 0.00% No change 160 $6K
Aptus Capital Advisors, LLC 0.00% No change 140 $5K
Your Advocates Ltd., LLP 0.00% No change 131 $5K
Geneos Wealth Management Inc. 0.00% No change 126 $5K
Farther Finance Advisors, LLC 0.00% Add +0.9% 112 $4K
Blue Trust, Inc. 0.00% No change 111 $4K
Clearstead Advisors, LLC 0.00% No change 100 $4K
Kiker Wealth Management, LLC 0.00% New 96 $4K
Register Financial Advisors LLC 0.00% No change 90 $4K
Creative Capital Management Investments LLC 0.00% New 80 $3K
Kennebec Savings Bank 0.00% No change 77 $3K
WealthShield Partners, LLC 0.00% Reduce -40.3% 74 $3K
Piscataqua Savings Bank 0.00% No change 71 $3K
Founders Financial Alliance, LLC 0.00% Reduce -68.2% 70 $3K
MTM Investment Management, LLC 0.00% Add +1.8% 56 $2K
NewEdge Advisors, LLC 0.00% No change 55 $2K
TD Waterhouse Canada Inc. 0.00% No change 54 $2K
Hantz Financial Services, Inc. 0.00% No change 39 $2K
Global Retirement Partners, LLC 0.00% — 49 $2K
Asset Dedication, LLC 0.00% No change 46 $2K
New Republic Capital, LLC 0.00% No change 41 $2K
Hollencrest Capital Management 0.00% No change 35 $1K
UMB Bank, n.a. 0.00% No change 35 $1K
Armstrong Advisory Group, Inc. 0.00% No change 30 $1K
Fiduciary Financial Advisors 0.00% New 27 $1K
Medallion Wealth Advisors, LLC 0.00% No change 26 $1K
Trust Co. of Toledo NA 0.00% No change 24 $936
Bernard Wealth Management Corp. 0.00% No change 12 $469
Cassaday & Co Wealth Management LLC 0.00% No change 10 $391
Bank of Montreal 0.00% No change 6 $234
Sage Mountain Advisors LLC 0.00% No change 4 $174
Parallel Advisors, LLC 0.00% No change 2 $78
Assetmark, Inc. 0.00% No change 1 $39

"% of holder's portfolio" is PBW's weight in each manager's 13F, not the share of Invesco Wilderhill Clean Ene the manager owns.