Invesco Global Clean EnergyPBDETF
13F holders, Q1 2025 (March 31)62holders −12
3new positions
15sold out
1famous investor
$10.54avg. 13F price*
At the end of Q1 2025, 62 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, down 12 from Q4 2024. 3 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($1.8M), Jane Street Group, LLC ($1.5M) and Citadel Advisors ($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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $34K |
| Exits | 15 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 221,876 shares bought and 398,274 shares sold, net −176,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Morgan Stanley | 0.00% | Add +2.9% | 167,471 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +281.5% | 144,653 | $1.5M |
| Citadel Advisors | 0.00% | Add +61.3% | 121,313 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | No change | 116,341 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +9.8% | 100,821 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.7% | 90,617 | $955K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +10.2% | 68,260 | $719K |
| LPL Financial LLC | 0.00% | Add +15.3% | 67,840 | $715K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 63,499 | $669K |
| IHT Wealth Management, LLC | 0.01% | Add +18.8% | 39,350 | $415K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -53.2% | 37,317 | $393K |
| Colorado Capital Management, Inc. | 0.18% | Reduce -20.9% | 36,456 | $384K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 22,308 | $235K |
| Trust Co. of Vermont | 0.01% | Add +4.5% | 20,532 | $216K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.9% | 19,292 | $203K |
| Johnson Financial Group, LLC | 0.02% | No change | 18,781 | $198K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 18,604 | $196K |
| Osaic Holdings, Inc. | 0.00% | Add +94.3% | 18,132 | $191K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 16,946 | $179K |
| Mather Group, Llc. | 0.00% | Reduce -3.3% | 14,870 | $157K |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 13,665 | $144K |
| UBS Group AG | 0.00% | Reduce -60.3% | 11,467 | $121K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -26.7% | 11,000 | $116K |
| JPMorgan Chase & Co. | 0.00% | Reduce -73.5% | 10,517 | $111K |
| Bank of America Corp. | 0.00% | Add +1306.1% | 8,929 | $94K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.2% | 8,418 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +394.5% | 7,551 | $81K |
| US Bancorp \de | 0.00% | No change | 7,392 | $78K |
| Princeton Global Asset Management LLC | 0.01% | Add +193.2% | 6,592 | $69K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.4% | 4,840 | $51K |
| MAI Capital Management | 0.00% | Add +0.8% | 4,308 | $45K |
| Citigroup Inc. | 0.00% | Reduce -56.4% | 3,958 | $42K |
| Cwm, LLC | 0.00% | Add +0.2% | 3,727 | $39K |
| Olde Wealth Management, LLC | 0.01% | New | 3,269 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +32.9% | 2,765 | $29K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,220 | $23K |
| Whittier Trust Co. | 0.00% | No change | 2,023 | $21K |
| National Bank of Canada | 0.00% | Reduce -13.0% | 1,993 | $21K |
| Comerica Bank | 0.00% | No change | 1,930 | $20K |
| Asset Dedication, LLC | 0.00% | Add +143.7% | 1,857 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -15.3% | 1,851 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,491 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -44.0% | 1,362 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -78.9% | 758 | $8K |
| CGC Financial Services, LLC | 0.00% | No change | 645 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 450 | $5K |
| Atticus Wealth Management, LLC | 0.00% | Add +0.7% | 427 | $5K |
| Pacific Center for Financial Services | 0.00% | Reduce -43.6% | 366 | $4K |
| Fifth Third Bancorp | 0.00% | No change | 366 | $4K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 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% | No change | 252 | $3K |
| 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% | Add +1.3% | 153 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $1K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 27 | $285 |
| AE Wealth Management LLC | 0.00% | No change | 7 | $74 |
| FMR LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is PBD's weight in each manager's 13F, not the share of Invesco Global Clean Energy the manager owns.