David Shaw’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

David Shaw’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.93M	Buy	151,907 +61,302	+68%	+$2.38M	﹤0.01%	2264
2026 Q1	$2.86M	Sell	90,605 -214,023	-70%	-$7.14M	﹤0.01%	2628
2025 Q4	$9.3M	Buy	+304,628	New	+$9.7M	0.01%	1819
2025 Q1	–	Sell	-71,302	Closed	-$1.43M	–	4614
2024 Q4	$1.43M	Sell	71,302 -6,315	-8%	-$129K	﹤0.01%	2981
2024 Q3	$1.55M	Sell	77,617 -61,575	-44%	-$1.23M	﹤0.01%	2908
2024 Q2	$2.8M	Sell	139,192 -5,186	-4%	-$112K	﹤0.01%	2323
2024 Q1	$3.33M	Buy	144,378 +120,830	+513%	+$2.9M	﹤0.01%	2229
2023 Q4	$700K	Buy	+23,548	New	+$650K	﹤0.01%	3361

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

David Shaw's PBW Position: Q2 2026 in Review

David Shaw increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 68% in Q2 2026, buying an estimated $2.38M and bringing the position to 151,907 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

David Shaw first reported a position in PBW in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.3M in Q4 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

David Shaw held 151,907 shares of Invesco WilderHill Clean Energy ETF worth $5.93M as of Q2 2026.
David Shaw bought 61,302 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $2.38M.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2264 holding.
David Shaw first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and has held it in 8 quarters since.
David Shaw's Invesco WilderHill Clean Energy ETF position peaked at $9.3M in Q4 2025.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.