Who Owns Invesco WilderHill Clean Energy ETF (PBW)?Hedge Fund & Institutional Holders

$32.05-0.34 (-1.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+8 / -4

Price History

$13.42$19.12$24.82$30.52$36.22Sep 24Jun 25Mar 26

PBW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CITIGROUP INCIncreased+417K+$11.9B
TWO SIGMA INVESTMENTS, LPIncreased+325K+$10.2B
MILLENNIUM MANAGEMENT LLCIncreased+320K+$9.2B
D. E. Shaw & Co., Inc.New Position+305K+$9.0B
GOLDMAN SACHS GROUP INCIncreased+208K+$6.4B
ROYAL BANK OF CANADAIncreased+112K+$3.0B
RAYMOND JAMES FINANCIAL INCIncreased+99K+$2.3B
Nilsine Partners, LLCNew Position+40K+$1.2B
Outlook Wealth Advisors, LLCNew Position+36K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$1.0B
NWAM LLCNew Position+31K+$950.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+58K+$899.9M
Wealthfront Advisers LLCNew Position+21K+$647.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+21K+$637.0M
Realta Investment AdvisorsNew Position+19K+$590.0M

PBW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Tidal Investments LLCClosed Position-112K-$3.2B
OSAIC HOLDINGS, INC.Decreased-24K-$1.4B
ALLIANZ SEDecreased-45K-$1.2B
GTS SECURITIES LLCDecreased-20K-$898.5M
STIFEL FINANCIAL CORPDecreased-4K-$831.1M
Wealthcare Advisory Partners LLCClosed Position-21K-$617.4M
Prospera Financial Services IncDecreased-200-$361.9M
EWG Elevate Inc.Closed Position-9K-$252.0M
UBS Group AGDecreased-10K-$245.0M
Tower Research Capital LLC (TRC)Decreased-6K-$221.4M
JPMORGAN CHASE & CODecreased-2K-$102.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2K-$93.3M
Dakota Community Bank & Trust NAClosed Position-2K-$58.7M
Prism Advisors, Inc.Decreased-2K-$49.5M
Rockefeller Capital Management L.P.Decreased-13-$49.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CITIGROUP INC497,688$15.0B0.01%Share
2GOLDMAN SACHS GROUP INC471,799$14.0B0.00%Share
3TWO SIGMA INVESTMENTS, LP458,557$14.0B0.02%Share
4MILLENNIUM MANAGEMENT LLC382,190$11.0B0.00%Share
5D. E. Shaw & Co., Inc.304,628$9.0B0.00%Share
6BANK OF AMERICA CORP /DE/165,240$5.0B0.00%Share
7ALLIANZ SE169,068$5.0B0.06%Share
8RAYMOND JAMES FINANCIAL INC182,412$5.0B0.00%Share
9BANK OF AMERICA CORP /DE/142,757$4.0B0.00%Share
10ROYAL BANK OF CANADA132,578$4.0B0.00%Share
11RAYMOND JAMES FINANCIAL INC112,802$3.0B0.00%Share
12SUSQUEHANNA INTERNATIONAL GROUP, LLP78,794$2.0B0.00%Share
13STIFEL FINANCIAL CORP73,011$2.0B0.00%Share
14WELLS FARGO & COMPANY/MN74,979$2.0B0.00%Share
15Nilsine Partners, LLC40,384$1.2B0.11%Share
16Outlook Wealth Advisors, LLC35,735$1.1B0.25%Share
17COMMONWEALTH EQUITY SERVICES, LLC42,733$1.0B0.00%Share
18WELLS FARGO & COMPANY/MN41,152$1.0B0.00%Share
19AMERIPRISE FINANCIAL INC40,211$1.0B0.00%Share
20BANK OF AMERICA CORP /DE/61,373$1.0B0.00%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP52,369$1.0B0.00%Share
22NWAM LLC31,019$950.0M0.05%Share
23MOLLER WEALTH PARTNERS30,524$932.0M0.20%Share
24Wealthfront Advisers LLC21,204$647.0M0.00%Share
25UBS Group AG21,163$646.0M0.00%Share
26INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20,866$637.0M0.04%Share
27Realta Investment Advisors19,324$590.0M0.19%Share
28Hennion & Walsh Asset Management, Inc.17,165$524.0M0.02%Share
29TigerOak Management, L.L.C.14,080$430.0M0.13%Share
30Wellington Shields & Co., LLC13,019$397.0M0.10%Share
31MinichMacGregor Wealth Management, LLC12,040$367.0M0.07%Share
32Comprehensive Financial Planning, Inc./PA9,015$275.0M0.18%Share
33Western Financial Corp/CA8,989$274.0M0.11%Share
34Tradition Wealth Management, LLC8,788$268.0M0.02%Share
35Prism Advisors, Inc.8,145$248.0M0.07%Share
36Great Diamond Partners, LLC7,070$215.0M0.04%Share
37Prosperity Consulting Group, LLC6,899$210.0M0.01%Share
38RETIREMENT INCOME SOLUTIONS, INC6,837$208.0M0.04%Share
39COMERICA BANK6,452$197.0M0.00%Share
40DV Trading LLC2,957,579$90.0M2.53%Share
41UBS Group AG2,948$90.0M0.00%Share
42Westfuller Advisors, LLC2,193$66.0M0.03%Share
43FLAGSHIP HARBOR ADVISORS, LLC1,854$56.0M0.00%Share
44North Star Investment Management Corp.1,470$44.0M0.00%Share
45ALBION FINANCIAL GROUP /UT1,397$42.0M0.00%Share
46Tanglewood Legacy Advisors, LLC1,231$37.0M0.01%Share
47MORGAN STANLEY1,179,855$36.0M0.00%Share
48UBS Group AG1,143$34.0M0.00%Share
49HM PAYSON & CO1,004$30.0M0.00%Share
50HighTower Advisors, LLC818,050$24.0M0.03%Share

PBW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025152$111.1B+68
Q3 202584$81.9B-19
Q2 2025103$30.2B-14
Q1 2025117$52.0B+6
Q4 2024111$47.4B+16
Q3 202495$2.1T-6
Q2 2024101$1.0T-1
Q1 2024102$1.3T—

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As of Q4 2025, 50 institutional investors hold PBW (Invesco WilderHill Clean Energy ETF). The largest holder is CITIGROUP INC with $15.0B in shares. This quarter, 8 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PBW?

As of Q4 2025, 50 institutional investors report holding PBW (Invesco WilderHill Clean Energy ETF) in their 13F filings.

Who is the largest institutional holder of PBW?

The largest institutional holder of PBW is CITIGROUP INC with $15.0B in shares.

Is institutional ownership of PBW increasing or decreasing?

This quarter, 8 institutions opened new positions in PBW and 4 closed their positions.