Invesco Global Clean EnergyPBDETF
13F holders, Q4 2024 (December 31)74holders +3
7new positions
6sold out
1famous investor
$11.58avg. 13F price*
At the end of Q4 2024, 74 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Susquehanna International Group, LLP ($2.2M), Morgan Stanley ($1.9M) and Mercer Global Advisors Inc. ($1.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 6 | $308K |
All 13F filers, Q3 2024 → Q4 2024: 248,673 shares bought and 398,118 shares sold, net −149,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Susquehanna International Group, LLP | 0.00% | Add +12.8% | 187,640 | $2.2M |
| Morgan Stanley | 0.00% | Add +10.7% | 162,703 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.5% | 116,341 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.7% | 91,781 | $1.1M |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -55.9% | 79,680 | $922K |
| Citadel Advisors | 0.00% | Add +253.2% | 75,214 | $870K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +13.8% | 63,448 | $734K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +7.3% | 61,938 | $717K |
| LPL Financial LLC | 0.00% | Reduce -13.7% | 58,854 | $681K |
| Colorado Capital Management, Inc. | 0.26% | No change | 46,062 | $533K |
| JPMorgan Chase & Co. | 0.00% | Add +210.3% | 39,740 | $460K |
| Jane Street Group, LLC | 0.00% | Reduce -81.4% | 37,918 | $439K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 36,124 | $418K |
| Mariner, LLC | 0.00% | New | 33,491 | $387K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.9% | 33,133 | $383K |
| Howland Capital Management LLC | 0.01% | New | 29,050 | $336K |
| UBS Group AG | 0.00% | Reduce -27.4% | 28,889 | $334K |
| Affinity Capital Advisors, LLC | 0.06% | New | 25,321 | $308K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.8% | 22,924 | $265K |
| Raymond James Financial Inc. | 0.00% | — | 21,647 | $250K |
| Trust Co. of Vermont | 0.01% | Reduce -3.5% | 19,638 | $227K |
| Johnson Financial Group, LLC | 0.03% | Reduce -64.7% | 18,781 | $217K |
| Stifel Financial Corp. | 0.00% | Reduce -21.5% | 18,597 | $215K |
| Modera Wealth Management, LLC | 0.00% | No change | 17,685 | $205K |
| Wells Fargo & Company | 0.00% | Reduce -11.0% | 16,969 | $196K |
| Flow Traders U.S. LLC | 0.01% | New | 16,407 | $190K |
| Mather Group, Llc. | 0.00% | No change | 15,370 | $178K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -8.5% | 15,000 | $174K |
| Royal Bank of Canada | 0.00% | Reduce -48.6% | 14,581 | $169K |
| Perigon Wealth Management, LLC | 0.00% | Add +0.1% | 10,596 | $124K |
| Osaic Holdings, Inc. | 0.00% | Add +6.5% | 9,332 | $108K |
| Citigroup Inc. | 0.00% | Add +3.2% | 9,070 | $105K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.1% | 8,404 | $97K |
| US Bancorp \de | 0.00% | Reduce -2.6% | 7,392 | $86K |
| Avior Wealth Management, LLC | 0.00% | Add +0.4% | 6,421 | $74K |
| SBI Securities Co., Ltd. | 0.00% | — | 4,683 | $54K |
| MAI Capital Management | 0.00% | New | 4,272 | $49K |
| Cwm, LLC | 0.00% | Reduce -36.1% | 3,721 | $43K |
| Allworth Financial LP | 0.00% | No change | 3,653 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,600 | $42K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 2,434 | $28K |
| National Bank of Canada | 0.00% | Add +209.5% | 2,290 | $26K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -65.8% | 2,248 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,220 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -28.2% | 2,186 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,080 | $24K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 2,044 | $24K |
| Whittier Trust Co. | 0.00% | No change | 2,023 | $23K |
| Comerica Bank | 0.00% | No change | 1,930 | $22K |
| Jones Financial Companies LLLP | 0.00% | Reduce -12.6% | 1,527 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,491 | $17K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -44.8% | 1,390 | $16K |
| Simplex Trading, LLC | 0.00% | New | 1,200 | $13K |
| Asset Dedication, LLC | 0.00% | Reduce -58.4% | 762 | $9K |
| Pacific Center for Financial Services | 0.00% | Add +0.1% | 649 | $8K |
| CGC Financial Services, LLC | 0.00% | No change | 645 | $7K |
| Bank of America Corp. | 0.00% | No change | 635 | $7K |
| Caldwell Trust Co | 0.00% | No change | 474 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 450 | $5K |
| Atticus Wealth Management, LLC | 0.00% | Add +0.5% | 424 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 366 | $4K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | — | 346 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 290 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 290 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.2% | 252 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 230 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $2K |
| Bank of Montreal | 0.00% | No change | 200 | $2K |
| Qube Research & Technologies Ltd | 0.00% | No change | 197 | $2K |
| Financial Connections Group, Inc. | 0.00% | No change | 200 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 151 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $1K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $1K |
| AE Wealth Management LLC | 0.00% | New | 7 | $81 |
"% of holder's portfolio" is PBD's weight in each manager's 13F, not the share of Invesco Global Clean Energy the manager owns.