Invesco WilderHill Clean Energy ETF

PBW

Market cap $408M

Overview Fund Activity

27.08 USD

+0.61

2.3%

At close Updated Sep 17, 4:00 PM EDT

1 day

2.3%

5 days

9.19%

1 month

7.85%

3 months

40.82%

6 months

54.92%

Year to date

29.63%

1 year

38.59%

5 years

-52.05%

10 years

19.3%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

25% more capital invested

Capital invested by funds: $47.6M [Q1] → $59.5M (+$11.9M) [Q2]

0.78% less ownership

Funds ownership: 22.42% [Q1] → 21.64% (-0.78%) [Q2]

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

5% less funds holding

Funds holding: 118 [Q1] → 112 (-6) [Q2]

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

35% less call options, than puts

Call options by funds: $231K | Put options by funds: $353K

See Fund Rankings

Financial journalist opinion

Based on 3 articles about PBW published over the past 30 days

Zacks Investment Research

Fed Likely to Cut Rate Today: 5 Clean Energy ETFs in Focus

A Fed rate cut today could ease financing for renewables, boosting U.S.-focused clean energy ETFs that are already gaining momentum.

Fed Likely to Cut Rate Today: 5 Clean Energy ETFs in Focus

Zacks Investment Research

Inside The Recent Run of Clean Energy & EV ETFs

PBW, QCLN, CNRG, and HAIL have been hovering around 52-week highs as clean energy regulations, Ford's EV plan, Powell's rate cut hints and Tesla rally sparked momentum.

Inside The Recent Run of Clean Energy & EV ETFs

Disruptive Theme of the Week: Clean Energy

It may not have been on your investment bingo card, but one of the surprising outperforming investment themes this year has been clean energy. One catalyst has been the growing electricity demands related to the rise of AI.

Disruptive Theme of the Week: Clean Energy

PBW: The Small-Cap ETF Of The Clean Energy Industry

I rate PBW a hold due to its high volatility, small cap focus, and lackluster long-term returns despite strong clean energy tailwinds. The ETF offers exposure to innovative clean energy trends—especially batteries and grid optimization—but its small cap tilt increases risk and requires careful entry timing. PBW's expense ratio is high, most holdings are unprofitable, and its dividend is value-destructive; I recommend waiting for a lower P/B ratio before buying.

PBW: The Small-Cap ETF Of The Clean Energy Industry

Investors Business Daily

Investors Make Fast Money On 8 ETFs In Just One Month

Just a month ago, ETF investors were pleased to simply hold onto their money. Now they're looking for big gains in the S&P 500 again.

Investors Make Fast Money On 8 ETFs In Just One Month

Zacks Investment Research

ETFs Poised to Win or Lose Under Trump's New Policies

Donald Trump commences his second term by enacting a series of executive orders. The actions are poised to create winners and losers across different industries.

ETFs Poised to Win or Lose Under Trump's New Policies

Investors Business Daily

Cathie Wood's ETF Isn't The Only One Missing This Year's Rally

The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.

Cathie Wood's ETF Isn't The Only One Missing This Year's Rally

Zacks Investment Research

Top and Flop ETFs of the First Nine Months

We have highlighted three ETFs each from the best and worst-performing zones in the first nine months of 2024.

Top and Flop ETFs of the First Nine Months

PBW: Clean Energy Stocks Catch A Post-Debate Bid, Caution Warranted

The Invesco WilderHill Clean Energy ETF remains in a protracted downtrend since early 2021, despite a potential Harris win boosting clean energy stocks today. PBW's valuation has become more expensive on a P/E basis, with a high expense ratio of 0.65% and poor technical indicators, including high volatility and a bearish trend. The ETF's price-to-sales ratio is low, but its price-to-earnings ratio is not attractive, and it carries elevated small-cap risk.

PBW: Clean Energy Stocks Catch A Post-Debate Bid, Caution Warranted

Zacks Investment Research

5 Top ETFs of Last Week

Wall Street was moderately upbeat last week with the S&P 500, the Dow Jones and the Nasdaq gaining 0.87%, 1.6% and 0.3%, respectively. However, the small-cap index – the Russell 2000 – has advanced 6% as consumer inflation print came in at cooler-than-expected.

5 Top ETFs of Last Week

See News Rankings

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