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Get Institutions for : 
Invesco WilderHill Clean Energy ETF (PBW)  
$21.53 0.18 (0.83%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    13
Total shares held : 
 4,050,148  
% of shares held : 
 26.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 26,915  
% of shares held change : 
   0.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.12  
Last Quarter's Ending Price : 
 $29.72  
Last Quarter's Average Price : 
 $27.60  
Change from last quarter's     
avg. price to the last closing  : 
6.07 (21.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 382,978
 9.46%
 
Increased Positions :
36
 290,454
 7.17%
 
Unchanged Positions :
45
 150,800
 3.72%
 
Decreased Positions :
50
-306,334
-7.56%
 
Closed Positions :
33
-340,183
-8.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2338 - 2023-12-31 349,541 $10,388,000 -71,317
   GOLDMAN SACHS GROUP INC/ 2243 - 2023-12-31 259,465 $7,711,000 -27,961
   LPL FINANCIAL CORP 1498 - 2023-12-31 223,437 $6,641,000 -18,705
   CREDIT SUISSE/ 1219 - 2023-12-31 200,158 $5,949,000 -429
   BB&T CORP 1248 - 2023-12-31 65,978 $1,961,000 -43
   JOHN G ULLMAN & ASSOCIATES INC 84 - 2023-12-31 63,150 $1,877,000 -34,200
   COMMONWEALTH EQUITY SERVICES LLC. 1937 - 2024-03-31 65,528 $1,510,000 -4,052
   BANK HAPOALIM BM 75 - 2024-03-31 63,070 $1,454,000 -37,841
   ROYAL BANK OF CANADA 2990 - 2023-12-31 38,536 $1,145,000 -12,717
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1967 - 2024-03-31 49,249 $1,135,000 -25,578
   UBS Group AG 3450 - 2023-12-31 31,957 $950,000 -15,072
   NTV ASSET MANAGEMENT LLC 117 - 2023-12-31 29,898 $889,000 -12,227
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1809 - 2024-03-31 37,819 $872,000 -2,640
   CITIGROUP INC 2226 - 2023-12-31 27,722 $824,000 -3,692
   NWAM LLC 297 - 2023-12-31 21,256 $632,000 -1,207
   Wealthfront Advisers LLC 730 - 2024-03-31 22,112 $510,000 -2,345
   Total Wealth Planning LLC 67 - 2024-03-31 21,084 $486,000 -3,611
   EP WEALTH ADVISORS, INC. 514 - 2023-12-31 14,631 $435,000 -296
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 590 - 2023-12-31 14,085 $419,000 -2,268
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4231 - 2023-12-31 11,887 $353,000 -1,099
   FINANCIAL NETWORK 2134 - 2023-12-31 11,674 $347,000 -982
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1840 - 2024-03-31 14,291 $329,000 -1,751
   Laidlaw Wealth Management LLC 184 - 2023-12-31 10,185 $303,000 -5,046
   CI Private Wealth LLC 1846 - 2023-12-31 10,125 $301,000 -4,448
   PRUDENTIAL FINANCIAL INC 2329 - 2023-12-31 9,789 $291,000 -1,325
   NEUBERGER BERMAN GROUP LLC 1648 - 2023-12-31 9,585 $285,000 -1,000
   MARINER WEALTH ADVISORS, LLC 2423 - 2023-12-31 9,213 $274,000 -77
   JANE STREET GROUP LLC 4523 - 2023-12-31 8,995 $267,000 -18,943
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1533 - 2023-09-30 8,358 $263,000 -1,323
   Retirement Income Solutions Inc - 2024-03-31 10,840 $250,000 -39
   Goss Wealth Management LLC 1698 - 2023-12-31 6,716 $200,000 -223
   HOWE & RUSLING INC 233 - 2023-12-31 5,989 $178,000 -1,430
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1695 - 2023-12-31 4,151 $123,000 -3,983
   KISTLERTIFFANY COMPANIES, LLC 395 - 2023-06-30 2,568 $103,000 -93
   COMERICA BANK 2561 - 2023-12-31 2,723 $81,000 -614
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 3,394 $78,000 -4,805
   IFP Advisors Inc 1737 - 2023-12-31 966 $29,000 -279
   Tanglewood Legacy Advisors LLC 195 - 2024-03-31 1,197 $28,000 -145
   HARBOUR INVESTMENTS INC. 1719 - 2023-12-31 914 $27,000 -443
   Geneos Wealth Management Inc. - 2024-03-31 1,141 $26,000 -666
   BLAIR WILLIAM & CO/IL 1643 - 2023-12-31 744 $22,000 -20
   BANK OF MONTREAL /CAN/ 3178 - 2023-12-31 472 $14,000 -76
   AlphaCore Capital LLC 322 - 2023-12-31 350 $10,000 -350
   J P MORGAN CHASE & CO 5104 - 2023-12-31 315 $9,000 -32,377
   Your Advocates Ltd. LLP 122 - 2024-03-31 315 $7,000 -220
   HANSON MCCLAIN, INC. 2519 - 2024-03-31 174 $4,000 -336
   CITY HOLDING CO 446 - 2024-03-31 190 $4,000 -290
   ENDURANCE WEALTH MANAGEMENT, INC. 568 - 2023-06-30 75 $3,000 -100
   Focused Wealth Management Inc 689 - 2023-12-31 117 $3,000 -28
   Fortis Group Advisors LLC - 2024-03-31 133 $3,000 -133
   FMR LLC 4480 - 2023-12-31 55 $2,000 -103
   New Republic Capital LLC 225 - 2023-12-31 41 $1,000 -157
   Activest Wealth Management 357 - 2024-03-31 0 $0 -660
  53 Records found
  1    
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