Invesco Global Clean EnergyPBDETF
13F holders, Q1 2024 (March 31)73holders
1famous investor
$14.17avg. 13F price*
At the end of Q1 2024, 73 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings. The largest holders were Ameritas Advisory Services, LLC ($3.6M), Morgan Stanley ($2.0M) and Mercer Global Advisors Inc. ($1.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Global Clean Energy
- CUSIP
- 46138G847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $745K |
| Exits | 10 | $1.6M |
Ownership 73 holders
| Ameritas Advisory Services, LLC | 0.15% | Add +18.9% | 252,649 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -55.4% | 139,408 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 119,182 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +10.4% | 77,433 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -25.8% | 73,817 | $1.0M |
| UBS Group AG | 0.00% | Add +25.0% | 66,999 | $948K |
| Jane Street Group, LLC | 0.00% | Reduce -67.4% | 64,945 | $919K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +18.4% | 60,647 | $858K |
| Johnson Financial Group, LLC | 0.10% | Reduce -0.4% | 53,192 | $753K |
| IHT Wealth Management, LLC | 0.03% | Add +64.1% | 52,500 | $743K |
| Colorado Capital Management, Inc. | 0.42% | Reduce -6.8% | 51,546 | $729K |
| Susquehanna International Group, LLP | 0.00% | New | 43,560 | $616K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +10.6% | 39,414 | $558K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -36.0% | 37,400 | $529K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 35,674 | $505K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 35,045 | $496K |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 33,742 | $477K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.7% | 31,352 | $444K |
| Trust Co. of Vermont | 0.02% | Add +3.4% | 27,458 | $389K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.5% | 26,260 | $372K |
| Joel Isaacson & Co., LLC | 0.02% | Add +15.8% | 26,226 | $371K |
| Ramirez Asset Management, Inc. | 0.07% | Add +7.2% | 25,474 | $360K |
| Modera Wealth Management, LLC | 0.01% | Reduce -8.8% | 24,045 | $340K |
| Wells Fargo & Company | 0.00% | Reduce -19.9% | 20,972 | $297K |
| Citadel Advisors | 0.00% | Add +45.4% | 19,147 | $271K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.0% | 17,679 | $250K |
| Mather Group, Llc. | 0.00% | No change | 14,580 | $233K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.1% | 15,857 | $224K |
| Pettinga Financial Advisors LLC | 0.04% | No change | 11,754 | $166K |
| Citigroup Inc. | 0.00% | Add +31.8% | 9,213 | $130K |
| Running Point Capital Advisors, LLC | 0.06% | Reduce -2.0% | 9,045 | $128K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.0% | 8,380 | $119K |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.5% | 8,157 | $115K |
| NewEdge Advisors, LLC | 0.00% | Add +2.4% | 8,072 | $114K |
| US Bancorp \de | 0.00% | No change | 7,592 | $107K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.1% | 6,494 | $92K |
| Avior Wealth Management, LLC | 0.00% | New | 6,324 | $89K |
| Cwm, LLC | 0.00% | Add +109.5% | 5,741 | $81K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -84.8% | 5,591 | $79K |
| Allworth Financial LP | 0.00% | No change | 3,653 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.2% | 3,100 | $44K |
| Smartleaf Asset Management LLC | 0.01% | New | 2,400 | $34K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,220 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,080 | $29K |
| Whittier Trust Co. | 0.00% | No change | 2,023 | $29K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 2,013 | $28K |
| Comerica Bank | 0.00% | No change | 1,930 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,891 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 1,833 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1267.2% | 793 | $11K |
| National Bank of Canada | 0.00% | Reduce -14.4% | 740 | $10K |
| CGC Financial Services, LLC | 0.00% | No change | 645 | $9K |
| Pacific Center for Financial Services | 0.00% | Add +0.2% | 644 | $9K |
| Bank of America Corp. | 0.00% | No change | 635 | $9K |
| Qube Research & Technologies Ltd | 0.00% | No change | 537 | $8K |
| Bank of Montreal | 0.00% | No change | 499 | $7K |
| Caldwell Trust Co | 0.00% | No change | 474 | $7K |
| Fifth Third Bancorp | 0.00% | No change | 366 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 290 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 290 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -53.5% | 230 | $3K |
| Financial Connections Group, Inc. | 0.00% | No change | 200 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $3K |
| Signaturefd, LLC | 0.00% | New | 200 | $3K |
| Blue Trust, Inc. | 0.00% | New | 187 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -27.1% | 161 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 136 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 112 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $1K |
| St Germain D J Co. Inc. | 0.00% | No change | 80 | $1K |
| NorthRock Partners, LLC | 0.00% | No change | 49 | $693 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 48 | $679 |
| FMR LLC | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is PBD's weight in each manager's 13F, not the share of Invesco Global Clean Energy the manager owns.