Invesco Global Clean EnergyPBDETF
13F holders, Q3 2024 (September 30)71holders −2
3new positions
5sold out
1famous investor
$14.00avg. 13F price*
At the end of Q3 2024, 71 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, down 2 from Q2 2024. 3 opened new positions and 5 sold out. The largest holders were Jane Street Group, LLC ($2.9M), Ameritas Advisory Services, LLC ($2.5M) and Susquehanna International Group, LLP ($2.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $149K |
| Exits | 5 | $836K |
All 13F filers, Q2 2024 → Q3 2024: 157,988 shares bought and 217,151 shares sold, net −59,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Jane Street Group, LLC | 0.00% | Add +16.7% | 203,543 | $2.9M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -34.5% | 180,553 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +96.0% | 166,310 | $2.3M |
| Morgan Stanley | 0.00% | Add +5.9% | 147,006 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | No change | 118,111 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +6.2% | 85,199 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 68,182 | $955K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +23.7% | 57,701 | $808K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.9% | 55,770 | $781K |
| Johnson Financial Group, LLC | 0.09% | No change | 53,192 | $745K |
| Colorado Capital Management, Inc. | 0.32% | Reduce -6.5% | 46,062 | $645K |
| UBS Group AG | 0.00% | Reduce -38.7% | 39,818 | $558K |
| IHT Wealth Management, LLC | 0.02% | Reduce -26.5% | 39,391 | $552K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 36,029 | $505K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 30,483 | $427K |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 28,376 | $397K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.4% | 26,938 | $377K |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 23,694 | $332K |
| Citadel Advisors | 0.00% | Reduce -1.1% | 21,294 | $298K |
| Trust Co. of Vermont | 0.01% | Reduce -3.5% | 20,359 | $285K |
| Wells Fargo & Company | 0.00% | Add +11.5% | 19,065 | $267K |
| Modera Wealth Management, LLC | 0.00% | Reduce -6.0% | 17,685 | $248K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -5.8% | 16,400 | $230K |
| Mather Group, Llc. | 0.00% | No change | 15,370 | $215K |
| JPMorgan Chase & Co. | 0.00% | Add +38.5% | 12,807 | $179K |
| Pettinga Financial Advisors LLC | 0.04% | No change | 11,455 | $160K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -33.5% | 10,591 | $148K |
| Two Sigma Securities, LLC | 0.01% | New | 10,108 | $142K |
| Citigroup Inc. | 0.00% | Reduce -3.9% | 8,788 | $123K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.2% | 8,761 | $123K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.1% | 8,398 | $118K |
| US Bancorp \de | 0.00% | No change | 7,592 | $106K |
| Princeton Global Asset Management LLC | 0.02% | Add +0.5% | 6,569 | $92K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.8% | 6,564 | $92K |
| Avior Wealth Management, LLC | 0.00% | Add +0.5% | 6,396 | $90K |
| Cwm, LLC | 0.00% | Add +0.1% | 5,825 | $82K |
| Allworth Financial LP | 0.00% | No change | 3,653 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.1% | 3,600 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +4.6% | 3,043 | $43K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 2,520 | $35K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 2,431 | $34K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,220 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,080 | $29K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 2,036 | $29K |
| Whittier Trust Co. | 0.00% | No change | 2,023 | $28K |
| Comerica Bank | 0.00% | No change | 1,930 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 1,833 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +782.8% | 1,748 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.1% | 1,491 | $21K |
| National Bank of Canada | 0.00% | No change | 740 | $10K |
| Pacific Center for Financial Services | 0.00% | Add +0.3% | 648 | $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 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 472 | $7K |
| Atticus Wealth Management, LLC | 0.00% | New | 422 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 366 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 325 | $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% | No change | 230 | $3K |
| Bank of Montreal | 0.00% | No change | 200 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 197 | $3K |
| Financial Connections Group, Inc. | 0.00% | No change | 200 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.7% | 151 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 100 | $1K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $1K |
| St Germain D J Co. Inc. | 0.00% | No change | 80 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 48 | $672 |
| FMR LLC | 0.00% | Reduce -96.5% | 2 | $28 |
"% of holder's portfolio" is PBD's weight in each manager's 13F, not the share of Invesco Global Clean Energy the manager owns.