Who owns PBW?
Invesco WilderHill Clean Energy ETF · Invesco
153 institutions reported holding PBW, worth $192.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $54.9M | 1,407,238 | −84,776 shares |
| Goldman Sachs Group Inc. | New York, NY | $34.4M | 881,546 | +545,642 shares |
| Qube Research & Technologies Ltd | London, United Kingdom | $11.2M | 287,500 | +11,355 shares |
| Bank of America Corp. | Charlotte, NC | $7.8M | 200,286 | +15,580 shares |
| D. E. Shaw & Co., Inc. | New York, NY | $5.9M | 151,907 | +61,302 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.9M | 150,018 | −60,266 shares |
| Allianz SE | Munich, Germany | $5.6M | 143,068 | −26,000 shares |
| Truist Financial Corp. | Charlotte, NC | $4.9M | 125,920 | −1,752 shares |
| LPL Financial LLC | Fort Mill, SC | $4.2M | 107,310 | +15,788 shares |
| Wells Fargo & Company | San Francisco, CA | $4.1M | 105,721 | +29,908 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PBW?
153 institutional managers reported holding PBW in Form 13F filings for June 30, 2026, worth $192.7M in total. The largest reported position was held by Morgan Stanley, at $54.9M.
Did institutions buy or sell PBW last quarter?
Reported 13F value rose 21.5% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PBW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.