Invesco Global Clean EnergyPBDETF
13F holders, Q2 2024 (June 30)73holders
4new positions
3sold out
1famous investor
$13.53avg. 13F price*
At the end of Q2 2024, 73 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, unchanged from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Ameritas Advisory Services, LLC ($3.7M), Jane Street Group, LLC ($2.4M) and Morgan Stanley ($1.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $224K |
| Exits | 3 | $5K |
All 13F filers, Q1 2024 → Q2 2024: 210,211 shares bought and 96,430 shares sold, net +113,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Ameritas Advisory Services, LLC | 0.14% | Add +9.1% | 275,583 | $3.7M |
| Jane Street Group, LLC | 0.00% | Add +168.5% | 174,373 | $2.4M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 138,806 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.9% | 118,111 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +94.8% | 84,868 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +3.6% | 80,257 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 70,423 | $952K |
| UBS Group AG | 0.00% | Reduce -3.0% | 64,977 | $878K |
| IHT Wealth Management, LLC | 0.03% | Add +2.1% | 53,601 | $725K |
| Johnson Financial Group, LLC | 0.09% | No change | 53,192 | $719K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.2% | 52,672 | $712K |
| Colorado Capital Management, Inc. | 0.37% | Reduce -4.4% | 49,257 | $666K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +18.4% | 46,649 | $631K |
| Pathstone Holdings, LLC | 0.00% | Add +0.6% | 35,900 | $485K |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 30,673 | $415K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 28,961 | $392K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +5.1% | 27,596 | $373K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 26,226 | $355K |
| Stifel Financial Corp. | 0.00% | Reduce -29.3% | 24,796 | $335K |
| Citadel Advisors | 0.00% | Add +12.4% | 21,528 | $291K |
| Trust Co. of Vermont | 0.02% | Reduce -23.2% | 21,086 | $285K |
| Modera Wealth Management, LLC | 0.00% | Reduce -21.8% | 18,806 | $254K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -53.5% | 17,400 | $235K |
| Wells Fargo & Company | 0.00% | Reduce -18.5% | 17,101 | $231K |
| Ramirez Asset Management, Inc. | 0.05% | Reduce -32.9% | 17,082 | $231K |
| Mather Group, Llc. | 0.00% | Add +5.4% | 15,370 | $217K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.9% | 15,923 | $215K |
| Virtu Financial LLC | 0.01% | New | 15,896 | $215K |
| Pettinga Financial Advisors LLC | 0.04% | Reduce -2.5% | 11,455 | $155K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.8% | 9,862 | $133K |
| JPMorgan Chase & Co. | 0.00% | Add +13.3% | 9,246 | $125K |
| Citigroup Inc. | 0.00% | Reduce -0.8% | 9,143 | $124K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.1% | 8,390 | $113K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 7,707 | $104K |
| US Bancorp \de | 0.00% | No change | 7,592 | $103K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.7% | 6,536 | $88K |
| Avior Wealth Management, LLC | 0.00% | Add +0.6% | 6,364 | $86K |
| Cwm, LLC | 0.00% | Add +1.4% | 5,821 | $79K |
| Allworth Financial LP | 0.00% | No change | 3,653 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,100 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1706.2% | 2,908 | $39K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -72.1% | 2,520 | $34K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -56.6% | 2,428 | $33K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,400 | $33K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,220 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,080 | $28K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 2,026 | $27K |
| Whittier Trust Co. | 0.00% | No change | 2,023 | $27K |
| Comerica Bank | 0.00% | No change | 1,930 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,891 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 1,833 | $25K |
| National Bank of Canada | 0.00% | No change | 740 | $10K |
| Pacific Center for Financial Services | 0.00% | Add +0.3% | 646 | $9K |
| CGC Financial Services, LLC | 0.00% | No change | 645 | $9K |
| Bank of America Corp. | 0.00% | No change | 635 | $9K |
| Caldwell Trust Co | 0.00% | No change | 474 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.5% | 472 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 366 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 325 | $4K |
| 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% | No change | 230 | $3K |
| Bank of Montreal | 0.00% | Reduce -59.9% | 200 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 198 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.3% | 197 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 187 | $3K |
| Financial Connections Group, Inc. | 0.00% | No change | 200 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 150 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $1K |
| St Germain D J Co. Inc. | 0.00% | No change | 80 | $1K |
| FMR LLC | 0.00% | Add +5600.0% | 57 | $771 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 48 | $649 |
"% of holder's portfolio" is PBD's weight in each manager's 13F, not the share of Invesco Global Clean Energy the manager owns.