Invesco Global Clean EnergyPBDETF

13F holders, Q2 2025 (June 30)
63holders +1
4new positions
2sold out
1famous investor
$12.60avg. 13F price*

At the end of Q2 2025, 63 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were Susquehanna International Group, LLP ($1.8M), Morgan Stanley ($1.8M) and Mercer Global Advisors Inc. ($1.5M). 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

020406080 Q1 2024: 73Q1 2024Q2 2024: 73Q2 2024Q3 2024: 71Q3 2024Q4 2024: 74Q4 2024Q1 2025: 62Q1 2025Q2 2025: 63Q2 2025Q3 2025: 60Q3 2025Q4 2025: 71Q4 2025Q1 2026: 75Q1 2026Q2 2026: 77Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$340K
Exits2$22K

All 13F filers, Q1 2025 → Q2 2025: 136,232 shares bought and 235,937 shares sold, net −99,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

Susquehanna International Group, LLP 0.00% Add +61.6% 146,397 $1.8M
Morgan Stanley 0.00% Reduce -15.4% 141,722 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -0.5% 115,778 $1.5M
Ameriprise Financial Inc. 0.00% Add +3.0% 103,900 $1.3M
Citadel Advisors 0.00% Reduce -20.2% 96,766 $1.2M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +32.0% 90,084 $1.1M
LPL Financial LLC 0.00% Reduce -3.3% 65,588 $826K
Financial Engines Advisors L.L.C. 0.00% Reduce -1.2% 62,733 $791K
Jane Street Group, LLC 0.00% Reduce -68.2% 46,029 $580K
UBS Group AG 0.00% Add +208.5% 35,377 $446K
IHT Wealth Management, LLC 0.01% Reduce -12.7% 34,370 $433K
Commonwealth Equity Services, LLC 0.00% Reduce -10.2% 20,035 $252K
Trust Co. of Vermont 0.01% Reduce -2.8% 19,957 $251K
Colorado Capital Management, Inc. 0.11% Reduce -46.2% 19,611 $247K
Johnson Financial Group, LLC 0.02% No change 18,781 $237K
Stifel Financial Corp. 0.00% Add +0.0% 18,612 $235K
Raymond James Financial Inc. 0.00% Reduce -7.6% 17,833 $225K
Wells Fargo & Company 0.00% Reduce -4.6% 16,169 $204K
GTS Securities LLC 0.01% New 15,673 $197K
Mather Group, Llc. 0.00% No change 14,870 $187K
Osaic Holdings, Inc. 0.00% Reduce -18.6% 14,759 $186K
Royal Bank of Canada 0.00% No change 13,665 $172K
Bank of America Corp. 0.00% Add +30.4% 11,643 $147K
Flow Traders U.S. LLC 0.00% New 10,584 $133K
Jones Financial Companies LLLP 0.00% Add +19.6% 9,027 $114K
SOA Wealth Advisors, LLC. 0.02% Add +0.2% 8,436 $106K
Ameritas Advisory Services, LLC 0.01% Reduce -77.6% 8,369 $105K
US Bancorp \de 0.00% No change 7,392 $93K
Princeton Global Asset Management LLC 0.02% Add +0.4% 6,616 $83K
SBI Securities Co., Ltd. 0.00% Add +1.5% 4,914 $62K
MAI Capital Management 0.00% Add +1.1% 4,354 $55K
JPMorgan Chase & Co. 0.00% Reduce -58.8% 4,337 $55K
Citigroup Inc. 0.00% No change 3,958 $50K
Federation des caisses Desjardins du Quebec 0.00% No change 2,765 $35K
Clearstead Advisors, LLC 0.00% No change 2,220 $28K
Asset Dedication, LLC 0.00% No change 1,857 $23K
PNC Financial Services Group, Inc. 0.00% Add +13.4% 1,691 $21K
GPS Wealth Strategies Group, LLC 0.00% Reduce -21.3% 1,457 $18K
National Bank of Canada 0.00% Reduce -40.1% 1,193 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -19.6% 1,095 $14K
Compagnie Lombard Odier SCmA 0.00% Reduce -90.9% 1,000 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 758 $10K
Cwm, LLC 0.00% Reduce -80.3% 735 $9K
CGC Financial Services, LLC 0.00% No change 645 $8K
Whittier Trust Co. 0.00% Reduce -71.3% 580 $7K
Simplex Trading, LLC 0.00% New 612 $7K
Northwestern Mutual Wealth Management Co. 0.00% No change 450 $6K
Atticus Wealth Management, LLC 0.00% Add +1.2% 432 $5K
Pacific Center for Financial Services 0.00% Add +1.1% 370 $5K
Fifth Third Bancorp 0.00% No change 366 $5K
Evelyn Partners Investment Management Services Ltd 0.00% No change 346 $4K
Guardian Wealth Advisors, LLC / NC 0.00% No change 290 $4K
Aptus Capital Advisors, LLC 0.00% No change 290 $4K
NewEdge Advisors, LLC 0.00% No change 252 $3K
Allworth Financial LP 0.00% New 200 $3K
Qube Research & Technologies Ltd 0.00% No change 197 $2K
Cornerstone Planning Group LLC 0.00% Add +0.7% 154 $2K
Financial Connections Group, Inc. 0.00% No change 200 $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% No change 27 $340
AE Wealth Management LLC 0.00% No change 7 $88
FMR LLC 0.00% No change 1 $13

"% of holder's portfolio" is PBD's weight in each manager's 13F, not the share of Invesco Global Clean Energy the manager owns.