PBW Institutional Ownership
Invesco WilderHill Clean Energy ETF
1W: -1.7%
1M: -6.1%
3M: -21.3%
YTD: -8.8%
1Y: -3.3%
3Y: -1.8%
5Y: -58.3%
$29.52
+0.53 (+1.83%)
Weekly Expected Move ±3.9%
$27
$28
$30
$31
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — PBW
170
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
192M
Total Invested
25
New Positions
41
Increased
52
Reduced
16
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (190 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,407,238 | $42M | -84,776 | -5.7% | 33Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 881,546 | $26M | +545,642 | +162.4% | 15Q | SEC ↗ |
| 3 | Qube Research & Technologies Ltd | 287,500 | $8M | +11,355 | +4.1% | 4Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 200,286 | $6M | +15,580 | +8.4% | 15Q | SEC ↗ |
| 5 | D. E. Shaw & Co., Inc. | 151,907 | $4M | +61,302 | +67.7% | 3Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 150,018 | $4M | -60,266 | -28.7% | 7Q | SEC ↗ |
| 7 | Allianz SE | 143,068 | $4M | -26,000 | -15.4% | 10Q | SEC ↗ |
| 8 | TRUIST FINANCIAL CORP | 125,920 | $4M | -1,752 | -1.4% | 27Q | SEC ↗ |
| 9 | LPL Financial LLC | 107,310 | $3M | +15,788 | +17.3% | 33Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 105,721 | $3M | +29,908 | +39.4% | 33Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 80,935 | $2M | +528 | +0.7% | 4Q | SEC ↗ |
| 12 | Curated Wealth Partners LLC NEW | 75,036 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Q3 Asset Management | 63,167 | $2M | +14,880 | +30.8% | 3Q | SEC ↗ |
| 14 | Envestnet Portfolio Solutions, Inc. | 62,676 | $2M | -1,932 | -3.0% | 12Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 61,889 | $2M | +34,561 | +126.5% | 26Q | SEC ↗ |
| 16 | GTS SECURITIES LLC | 55,808 | $2M | -7,254 | -11.5% | 5Q | SEC ↗ |
| 17 | HARBOUR INVESTMENTS, INC. | 51,169 | $2M | +8,423 | +19.7% | 17Q | SEC ↗ |
| 18 | TWO SIGMA INVESTMENTS, LP | 50,816 | $2M | -379,341 | -88.2% | 4Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 49,718 | $1M | +6,556 | +15.2% | 33Q | SEC ↗ |
| 20 | Fortis Group Advisors, LLC | 47,583 | $1M | +708 | +1.5% | 12Q | SEC ↗ |
| 21 | BENJAMIN EDWARDS INC NEW | 46,305 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Tower Research Capital LLC (TRC) | 43,922 | $1M | +2,527 | +6.1% | 5Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 43,919 | $1M | +2,106 | +5.0% | 33Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 42,246 | $1M | -11,392 | -21.2% | 3Q | SEC ↗ |
| 25 | RENAISSANCE TECHNOLOGIES LLC NEW | 42,087 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Wealthfront Advisers LLC | 34,862 | $1M | +13,402 | +62.5% | 20Q | SEC ↗ |
| 27 | UBS Group AG | 30,084 | $888K | +13,719 | +83.8% | 33Q | SEC ↗ |
| 28 | NWAM LLC | 29,707 | $877K | -2,788 | -8.6% | 5Q | SEC ↗ |
| 29 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 28,505 | $841K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MOLLER WEALTH PARTNERS | 27,579 | $814K | -1,649 | -5.6% | 24Q | SEC ↗ |
| 31 | Beacon Pointe Advisors, LLC | 26,992 | $797K | -9,129 | -25.3% | 3Q | SEC ↗ |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,185 | $714K | -12,481 | -34.0% | 9Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 22,574 | $666K | +1,346 | +6.3% | 16Q | SEC ↗ |
| 34 | Comprehensive Financial Planning, Inc. | 22,119 | $653K | +219 | +1.0% | 3Q | SEC ↗ |
| 35 | JANE STREET GROUP, LLC NEW | 20,361 | $601K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Thrivent Financial for Lutherans | 19,029 | $562K | -773 | -3.9% | 3Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 18,509 | $546K | -53,780 | -74.4% | 10Q | SEC ↗ |
| 38 | CIBC WORLD MARKET INC. | 16,567 | $489K | +209 | +1.3% | 3Q | SEC ↗ |
| 39 | Financial Management Professionals, In | 16,141 | $476K | -34,856 | -68.3% | 7Q | SEC ↗ |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 14,924 | $441K | -862 | -5.5% | 12Q | SEC ↗ |
| 41 | Elwood & Goetz Wealth Advisory Group, | 11,969 | $353K | -876 | -6.8% | 5Q | SEC ↗ |
| 42 | Private Advisory Group LLC NEW | 10,326 | $305K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Wealthspire Advisors, LLC | 10,213 | $301K | +14 | +0.1% | 23Q | SEC ↗ |
| 44 | IFP Advisors, Inc | 9,665 | $285K | -250,452 | -96.3% | 28Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 9,243 | $273K | -577 | -5.9% | 28Q | SEC ↗ |
| 46 | Great Diamond Partners, LLC | 9,130 | $270K | +1,472 | +19.2% | 3Q | SEC ↗ |
| 47 | TigerOak Management, L.L.C. | 8,924 | $263K | -3,385 | -27.5% | 7Q | SEC ↗ |
| 48 | Y-Intercept (Hong Kong) Ltd NEW | 8,747 | $258K | — | +0.0% | 1Q | SEC ↗ |
| 49 | CX Institutional | 8,632 | $255K | +47 | +0.5% | 6Q | SEC ↗ |
| 50 | Wealthcare Advisory Partners LLC NEW | 8,497 | $251K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Curated Wealth Partners LLC | 75,036 | $2M |
| BENJAMIN EDWARDS INC | 46,305 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 42,087 | $1M |
| BASSO CAPITAL MANAGEMENT, L.P. | 28,505 | $841K |
| JANE STREET GROUP, LLC | 20,361 | $601K |
| Private Advisory Group LLC | 10,326 | $305K |
| Y-Intercept (Hong Kong) Ltd | 8,747 | $258K |
| Wealthcare Advisory Partners LLC | 8,497 | $251K |
| TUDOR INVESTMENT CORP ET AL | 7,651 | $226K |
| Focus Financial Network, Inc. | 5,987 | $177K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 5,852 | $173K |
| &PARTNERS | 5,801 | $171K |
| Corient Private Wealth LP | 5,326 | $157K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,211 | $95K |
| Continuum Advisory, LLC | 1,257 | $37K |
| Regatta Research & Money Management | 750 | $22K |
| Intesa Sanpaolo Wealth Management | 700 | $21K |
| Integrated Wealth Concepts LLC | 348 | $10K |
| Spire Wealth Management | 300 | $9K |
| Capital Advisors, Ltd. LLC | 260 | $8K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DV Trading LLC | 2,957,579 | $87M |
| MILLENNIUM MANAGEMENT LLC | 382,190 | $11M |
| Kingsview Wealth Management, LLC | 234,565 | $7M |
| Quadrature Capital Ltd | 68,933 | $2M |
| HRT FINANCIAL LP | 50,817 | $2M |
| Nilsine Partners, LLC | 40,384 | $1M |
| Outlook Wealth Advisors, LLC | 35,306 | $1M |
| Massar Capital Management, LP | 31,584 | $932K |
| MML INVESTORS SERVICES, LLC | 21,074 | $622K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 20,866 | $616K |
| BLUE JEAN FINANCIAL LLC | 20,673 | $610K |
| Hennion & Walsh Asset Management, I | 17,165 | $507K |
| INDEPENDENT FINANCIAL GROUP, LLC | 15,681 | $463K |
| Wellington Shields & Co., LLC | 13,019 | $384K |
| Private Advisor Group, LLC | 12,828 | $379K |
| Prospera Financial Services Inc | 12,332 | $364K |
| MinichMacGregor Wealth Management, | 12,040 | $355K |
| BNP PARIBAS FINANCIAL MARKETS | 9,415 | $278K |
| IMC-Chicago, LLC | 9,191 | $271K |
| Western Financial Corp/CA | 8,989 | $265K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +545,642 | +162.4% | 881,546 |
| D. E. Shaw & Co., Inc. | +61,302 | +67.7% | 151,907 |
| OSAIC HOLDINGS, INC. | +34,561 | +126.5% | 61,889 |
| WELLS FARGO & COMPANY/MN | +29,908 | +39.4% | 105,721 |
| LPL Financial LLC | +15,788 | +17.3% | 107,310 |
| BANK OF AMERICA CORP /DE | +15,580 | +8.4% | 200,286 |
| Q3 Asset Management | +14,880 | +30.8% | 63,167 |
| UBS Group AG | +13,719 | +83.8% | 30,084 |
| Wealthfront Advisers LLC | +13,402 | +62.5% | 34,862 |
| Qube Research & Technologies Ltd | +11,355 | +4.1% | 287,500 |
| HARBOUR INVESTMENTS, INC. | +8,423 | +19.7% | 51,169 |
| ROYAL BANK OF CANADA | +6,556 | +15.2% | 49,718 |
| Tower Research Capital LLC (TRC) | +2,527 | +6.1% | 43,922 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,106 | +5.0% | 43,919 |
| Great Diamond Partners, LLC | +1,472 | +19.2% | 9,130 |
| AMERIPRISE FINANCIAL INC | +1,346 | +6.3% | 22,574 |
| HOWE & RUSLING INC | +1,250 | +31.4% | 5,230 |
| FMR LLC | +797 | +130.4% | 1,408 |
| Steward Partners Investment Advisor | +772 | +22.3% | 4,228 |
| Fortis Group Advisors, LLC | +708 | +1.5% | 47,583 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -379,341 | -88.2% | 50,816 |
| IFP Advisors, Inc | -250,452 | -96.3% | 9,665 |
| MORGAN STANLEY | -84,776 | -5.7% | 1,407,238 |
| RAYMOND JAMES FINANCIAL INC | -60,266 | -28.7% | 150,018 |
| Cetera Investment Advisers | -53,780 | -74.4% | 18,509 |
| Financial Management Professionals, | -34,856 | -68.3% | 16,141 |
| Allianz SE | -26,000 | -15.4% | 143,068 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -12,481 | -34.0% | 24,185 |
| CITADEL ADVISORS LLC | -11,392 | -21.2% | 42,246 |
| Beacon Pointe Advisors, LLC | -9,129 | -25.3% | 26,992 |
| GTS SECURITIES LLC | -7,254 | -11.5% | 55,808 |
| TigerOak Management, L.L.C. | -3,385 | -27.5% | 8,924 |
| NWAM LLC | -2,788 | -8.6% | 29,707 |
| Envestnet Portfolio Solutions, Inc. | -1,932 | -3.0% | 62,676 |
| TRUIST FINANCIAL CORP | -1,752 | -1.4% | 125,920 |
| MOLLER WEALTH PARTNERS | -1,649 | -5.6% | 27,579 |
| CITIGROUP INC | -1,574 | -66.5% | 792 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | -1,416 | -35.4% | 2,584 |
| Rockefeller Capital Management L.P. | -999 | -58.9% | 698 |
| Mariner, LLC | -943 | -11.1% | 7,551 |