Invesco Global Clean EnergyPBDETF

13F holders, Q3 2025 (September 30)
60holders −3
4new positions
7sold out
$15.06avg. 13F price*

At the end of Q3 2025, 60 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, down 3 from Q2 2025. 4 opened new positions and 7 sold out. The largest holders were Mercer Global Advisors Inc. ($3.2M), Morgan Stanley ($1.9M) and Harel Insurance Investments & Financial Services Ltd. ($1.6M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$972K
Exits7$1.7M

All 13F filers, Q2 2025 → Q3 2025: 213,740 shares bought and 245,358 shares sold, net −31,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Mercer Global Advisors Inc. 0.01% Add +86.0% 215,297 $3.2M
Morgan Stanley 0.00% Reduce -12.2% 124,394 $1.9M
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +19.5% 107,615 $1.6M
Ameriprise Financial Inc. 0.00% Add +1.3% 105,236 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -47.4% 77,032 $1.2M
LPL Financial LLC 0.00% Reduce -7.7% 60,553 $913K
Jane Street Group, LLC 0.00% Add +31.4% 60,504 $912K
Financial Engines Advisors L.L.C. 0.00% Reduce -5.6% 59,247 $893K
Global View Capital Management LLC 0.18% New 56,209 $847K
UBS Group AG 0.00% Add +3.5% 36,615 $552K
IHT Wealth Management, LLC 0.01% Add +0.3% 34,460 $519K
Trust Co. of Vermont 0.01% Reduce -1.8% 19,607 $295K
Commonwealth Equity Services, LLC 0.00% Reduce -6.0% 18,834 $284K
Johnson Financial Group, LLC 0.03% No change 18,781 $283K
Stifel Financial Corp. 0.00% Add +0.0% 18,618 $281K
Wells Fargo & Company 0.00% Add +10.9% 17,925 $270K
Raymond James Financial Inc. 0.00% Reduce -3.2% 17,267 $260K
Colorado Capital Management, Inc. 0.10% Reduce -16.5% 16,374 $247K
Mather Group, Llc. 0.00% Reduce -0.3% 14,825 $223K
Osaic Holdings, Inc. 0.00% Reduce -0.2% 14,725 $216K
Royal Bank of Canada 0.00% Reduce -13.5% 11,822 $178K
Jones Financial Companies LLLP 0.00% Add +30.9% 11,820 $176K
SOA Wealth Advisors, LLC. 0.02% Add +0.1% 8,449 $127K
Wealthspire Advisors, LLC 0.00% New 7,371 $111K
US Bancorp \de 0.00% Reduce -2.7% 7,192 $108K
Princeton Global Asset Management LLC 0.02% Add +0.8% 6,668 $100K
Northwestern Mutual Wealth Management Co. 0.00% Add +1333.3% 6,450 $97K
SBI Securities Co., Ltd. 0.00% No change 4,914 $74K
AE Wealth Management LLC 0.00% Add +62657.1% 4,393 $66K
MAI Capital Management 0.00% Add +0.8% 4,388 $66K
Bank of America Corp. 0.00% Reduce -65.0% 4,077 $61K
Citigroup Inc. 0.00% No change 3,958 $60K
JPMorgan Chase & Co. 0.00% Reduce -15.5% 3,663 $55K
Federation des caisses Desjardins du Quebec 0.00% No change 2,765 $42K
Clearstead Advisors, LLC 0.00% No change 2,220 $33K
PNC Financial Services Group, Inc. 0.00% No change 1,691 $25K
GPS Wealth Strategies Group, LLC 0.00% Add +0.2% 1,460 $22K
JFS Wealth Advisors, LLC 0.00% No change 1,095 $17K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $15K
Asset Dedication, LLC 0.00% Reduce -59.0% 762 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 758 $11K
Cwm, LLC 0.00% Add +0.8% 741 $11K
CGC Financial Services, LLC 0.00% No change 645 $10K
Whittier Trust Co. 0.00% No change 580 $9K
Advisory Services Network, LLC 0.00% New 480 $7K
National Bank of Canada 0.00% Reduce -62.9% 443 $7K
Rockefeller Capital Management L.P. 0.00% New 438 $7K
Pacific Center for Financial Services 0.00% Add +0.8% 373 $6K
Fifth Third Bancorp 0.00% No change 366 $6K
Evelyn Partners Investment Management Services Ltd 0.00% No change 346 $5K
Aptus Capital Advisors, LLC 0.00% No change 290 $4K
NewEdge Advisors, LLC 0.00% No change 252 $4K
Allworth Financial LP 0.00% No change 200 $3K
Financial Connections Group, Inc. 0.00% No change 200 $3K
Qube Research & Technologies Ltd 0.00% No change 197 $3K
Cornerstone Planning Group LLC 0.00% Add +0.7% 155 $3K
Simplex Trading, LLC 0.00% Reduce -76.5% 144 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 100 $2K
Ancora Advisors LLC 0.00% No change 100 $2K
CoreCap Advisors, LLC 0.00% No change 27 $407

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