PBW · Invesco WilderHill Clean Energy ETF ETF
$31.79
+0.25 (+0.79%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,479,943
Total Shares: 63,572
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2024Top Holder
91.6%
+62.9 pts
Top 5
100.0%
+33.0 pts
Top 10
100.0%
+19.8 pts
HHI
8,465
Highly concentrated+7,150
Quarterly Activity
vs Sep 30, 2024
New
1
Increased
1
Decreased
0
Sold Out
99
Unchanged
0
Holder count:
-98
Institutional value:
-96.1%
Shares held:
-98.0%
Top Buyers
vs Sep 30, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +44,646 | 58,246 |
Top Sellers
vs Sep 30, 2024No qualifying movers this quarter.
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 5,326 | $207,767 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 903,989 | $18,106,899 | |
| Mega BANK OF AMERICA CORP /DE/ | 475,596 | $9,526,184 | |
| Mega CITIGROUP INC | 382,302 | $7,657,508 | |
| Mega UBS Group AG | 199,245 | $3,990,876 | |
| Mega GOLDMAN SACHS GROUP INC | 151,057 | $3,025,671 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PBW | $1,648,016 | 66.45% | 42,246 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC PBW | $624,160 | 25.17% | 16,000 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC PBW | $207,767 | 8.38% | 5,326 | Shares | 2026-08-27 |