INVESCO WILDERHILL CLEAN ENE PBW
$36.58
-4.0% 52w: $18.75 – $46.72
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data18.7532.7346.72
Jun 20, 2025 Jul 2, 2026
Institutional holders
145
-8 QoQ
13F value
$158.5M
-51.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.2×
$777K calls / $622K puts
Institutional value by quarter
Number of holders
Who owns PBW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.5M | $47.1M | 0.0% | +14.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 430.2K | $13.6M | 0.0% | -6.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 335.9K | $10.6M | 0.0% | -28.8% |
| Qube Research & Technologies Ltd | Quant stat arb | 276.1K | $8.7M | 0.0% | -23.5% |
| IFP Advisors, Inc | Wealth advisor | 260.1K | $8.2M | 0.2% | +33163.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 210.3K | $6.6M | 0.0% | -28.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 184.7K | $5.8M | 0.0% | -50.5% |
| Allianz SE | Wealth advisor | 169.1K | $5.3M | 0.1% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 127.7K | $4.0M | 0.0% | +652.5% |
| LPL Financial LLC | Bank broker | 91.5K | $2.9M | 0.0% | -71.4% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 90.6K | $2.9M | 0.0% | -70.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 80.4K | $2.5M | 0.0% | -14.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 75.8K | $2.4M | 0.0% | -34.7% |
| Cetera Investment Advisers | Wealth advisor | 72.3K | $2.3M | 0.0% | +322.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 64.6K | $2.0M | 0.0% | -0.9% |
| GTS SECURITIES LLC | Market maker | 63.1K | $2.0M | 0.1% | +458.1% |
| Fortis Group Advisors, LLC | Wealth advisor | 46.9K | $1.8M | 0.3% | +35144.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 53.6K | $1.7M | 0.0% | +272.7% |
| Financial Management Professionals, Inc. | Wealth advisor | 51.0K | $1.6M | 0.2% | -1.0% |
| Q3 Asset Management | Other | 48.3K | $1.5M | 0.4% | +6.2% |
| ROYAL BANK OF CANADA | Bank broker | 43.2K | $1.4M | 0.0% | -70.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 42.7K | $1.3M | 0.0% | +142386.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 41.8K | $1.3M | 0.0% | -2.2% |
| Tower Research Capital LLC (TRC) | Market maker | 41.4K | $1.3M | 0.0% | +2950.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 36.7K | $1.2M | 0.0% | -72.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 36.1K | $1.1M | 0.0% | -26.3% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 35.3K | $1.1M | 0.3% | -1.2% |
| NWAM LLC | Wealth advisor | 32.5K | $1.0M | 0.1% | +4.8% |
| Massar Capital Management, LP | Quant stat arb | 31.6K | $997K | 0.2% | New |
| MOLLER WEALTH PARTNERS | Wealth advisor | 29.2K | $923K | 0.2% | -4.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 27.3K | $863K | 0.0% | 0.0% |
| Comprehensive Financial Planning, Inc./PA | Wealth advisor | 21.9K | $692K | 0.5% | +142.9% |
| Wealthfront Advisers LLC | Wealth advisor | 21.5K | $678K | 0.0% | +1.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 21.2K | $670K | 0.0% | -47.2% |
| BLUE JEAN FINANCIAL LLC | Other | 20.7K | $653K | 0.5% | New |
| Thrivent Financial for Lutherans | Diversified mechanical | 19.8K | $625K | 0.0% | -0.8% |
| UBS Group AG | Bank broker | 16.4K | $517K | 0.0% | -35.2% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 16.4K | $517K | 0.0% | +4.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 15.8K | $501K | 0.0% | -49.5% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 12.8K | $406K | 0.1% | -3.9% |
| TigerOak Management, L.L.C. | Other | 12.3K | $389K | 0.1% | -12.6% |
| Wealthspire Advisors, LLC | Wealth advisor | 10.2K | $322K | 0.0% | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.8K | $310K | 0.0% | -73.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 9.4K | $297K | 0.0% | -1.5% |
| IMC-Chicago, LLC | Market maker | 9.2K | $290K | 0.0% | New |
| CX Institutional | Wealth advisor | 8.6K | $271K | 0.0% | -2.3% |
| Mariner, LLC | Diversified mechanical | 8.5K | $268K | 0.0% | -0.1% |
| Prism Advisors, Inc. | Wealth advisor | 8.2K | $258K | 0.1% | +0.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 8.0K | $252K | 0.0% | -71.1% |
| Tradition Wealth Management, LLC | Wealth advisor | 7.9K | $249K | 0.0% | -10.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.