PBW

Invesco Wilderhill Clean Ene

-$166.6M

Net Activity

Institutions Holding

144

Popularity Rank

#3645

Avg Weight

0.02%

Total Value

$159.6M

Ownership Trend

144 institutions currently hold PBW, with 44 net buyers and 69 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

69

Net Buying Institutions

44

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$47.1M
TS
Two Sigma Investments, LP
$13.6M
GS
Goldman Sachs Group INC
$10.6M
QR
Qube Research & Technologies Ltd
$8.7M
IA
IFP Advisors, Inc
$8.2M

Top 5 by Conviction

BJ
Blue Jean Financial LLC
0.54%
CF
Comprehensive Financial Planning, Inc./PA
0.48%
QA
Q3 Asset Management
0.37%
FG
Fortis Group Advisors, LLC
0.30%
OW
Outlook Wealth Advisors, LLC
0.27%
View all 144 holding institutions

Quarterly Activity

Recent Activity

+$80.0M

Total Buy Value

$275.4M

Total Sell Value

New buy15
Trim47
Add29
Sold out22

44

Net Buyers

69

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO WILDERHILL CLEAN ENE (PBW)?
Major stakeholders currently include Morgan Stanley ($47.1M), Two Sigma Investments, LP ($13.6M), Goldman Sachs Group INC ($10.6M). Based on the latest 13F filings, there are a total of 144 tracked investment funds and institutions maintaining positions in PBW.
What is the overall institutional sentiment toward PBW recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $166.6M, driven by 44 managers accumulating shares while 69 reduced their exposure.
Which institutions have been selling or reducing their PBW positions?
In the latest period, 47 funds trimmed their holdings, and 22 managers completely exited their positions. The aggregate reported sell value was $275.4M.
Are there any notable investors adding PBW to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 29 existing holders added to their shares. The total reported buy value for the quarter amounted to $80.0M.

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