Invesco Global Clean EnergyPBDETF

13F holders, Q4 2025 (December 31)
71holders +11
18new positions
7sold out
$16.08avg. 13F price*

At the end of Q4 2025, 71 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, up 11 from Q3 2025. 18 opened new positions and 7 sold out. The largest holders were HighTower Advisors, LLC ($30.8M), Morgan Stanley ($19.1M) and Raymond James Financial Inc. ($6.2M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$36.9M
Exits7$727K

All 13F filers, Q3 2025 → Q4 2025: 4,582,672 shares bought and 119,350 shares sold, net +4,463,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

HighTower Advisors, LLC 0.03% New 1,917,933 $30.8M
Morgan Stanley 0.00% Add +854.3% 1,187,100 $19.1M
Raymond James Financial Inc. 0.00% Add +2136.3% 386,143 $6.2M
Royal Bank of Canada 0.00% Add +2798.7% 342,688 $5.5M
LPL Financial LLC 0.00% Add +260.7% 218,412 $3.5M
Mercer Global Advisors Inc. 0.01% No change 215,297 $3.5M
Stifel Financial Corp. 0.00% Add +812.2% 169,828 $2.7M
UBS Group AG 0.00% Add +347.3% 163,790 $2.6M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +23.4% 132,832 $2.1M
Ameriprise Financial Inc. 0.00% Add +16.1% 122,211 $2.0M
Nilsine Partners, LLC 0.13% New 91,821 $1.5M
Envestnet Asset Management Inc. 0.00% New 62,435 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -26.7% 56,490 $908K
Wells Fargo & Company 0.00% Add +212.5% 56,017 $901K
Global View Capital Management LLC 0.17% Reduce -1.4% 55,442 $892K
Financial Engines Advisors L.L.C. 0.00% Reduce -15.3% 50,176 $807K
Hennion & Walsh Asset Management, Inc. 0.02% New 37,850 $609K
Jane Street Group, LLC 0.00% Reduce -45.4% 33,043 $531K
Cambridge Investment Research Advisors, Inc. 0.00% New 31,659 $509K
Independent Financial Group, LLC 0.01% New 28,759 $463K
Private Advisor Group, LLC 0.00% New 26,884 $432K
Wellington Shields & Co., LLC 0.10% New 25,807 $415K
Prospera Financial Services Inc 0.01% New 23,094 $372K
Johnson Financial Group, LLC 0.02% Add +18.8% 22,306 $359K
MinichMacGregor Wealth Management, LLC 0.06% New 21,982 $354K
Trust Co. of Vermont 0.01% No change 19,607 $315K
Osaic Holdings, Inc. 0.00% Add +32.9% 19,562 $315K
Commonwealth Equity Services, LLC 0.00% Reduce -6.1% 17,677 $284K
Cetera Investment Advisers 0.00% New 17,438 $280K
Colorado Capital Management, Inc. 0.09% Reduce -4.5% 15,639 $252K
Mather Group, Llc. 0.00% No change 14,825 $238K
Jones Financial Companies LLLP 0.00% Reduce -1.6% 11,633 $187K
SOA Wealth Advisors, LLC. 0.02% Add +0.1% 8,458 $136K
US Bancorp \de 0.00% No change 7,192 $116K
Princeton Global Asset Management LLC 0.02% Add +0.6% 6,705 $108K
O'shaughnessy Asset Management, LLC 0.00% New 5,706 $92K
SBI Securities Co., Ltd. 0.00% Reduce -0.2% 4,904 $79K
MAI Capital Management 0.00% Add +0.6% 4,412 $71K
Citigroup Inc. 0.00% Add +3.0% 4,075 $66K
JPMorgan Chase & Co. 0.00% Add +0.8% 3,693 $59K
Clearstead Advisors, LLC 0.00% No change 2,220 $36K
Federation des caisses Desjardins du Quebec 0.00% Reduce -28.3% 1,984 $32K
PNC Financial Services Group, Inc. 0.00% No change 1,691 $27K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 1,550 $25K
Kestra Advisory Services, LLC 0.00% New 1,335 $21K
JFS Wealth Advisors, LLC 0.00% No change 1,095 $18K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $16K
Asset Dedication, LLC 0.00% No change 762 $12K
Steward Partners Investment Advisory, LLC 0.00% No change 758 $12K
Cwm, LLC 0.00% Add +0.5% 745 $12K
CGC Financial Services, LLC 0.00% No change 645 $10K
Whittier Trust Co. 0.00% No change 580 $10K
Atlantic Union Bankshares Corp 0.00% New 479 $8K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -93.0% 450 $7K
National Bank of Canada 0.00% No change 443 $7K
Rockefeller Capital Management L.P. 0.00% Reduce -1.4% 432 $7K
Fifth Third Bancorp 0.00% No change 366 $6K
Pacific Center for Financial Services 0.00% No change 373 $6K
Evelyn Partners Investment Management Services Ltd 0.00% No change 346 $6K
Aptus Capital Advisors, LLC 0.00% No change 290 $5K
Millstone Evans Group, LLC 0.00% New 235 $4K
Allworth Financial LP 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 $3K
Cornerstone Planning Group LLC 0.00% Add +0.7% 156 $3K
Sound Income Strategies, LLC 0.00% New 109 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 100 $2K
Ancora Advisors LLC 0.00% No change 100 $2K
Comerica Bank 0.00% New 36 $579
CoreCap Advisors, LLC 0.00% No change 27 $434
AE Wealth Management LLC 0.00% Reduce -99.9% 4 $64

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