Invesco Global Clean EnergyPBDETF

13F holders, Q1 2026 (March 31)
75holders +4
10new positions
4sold out
$18.09avg. 13F price*

At the end of Q1 2026, 75 institutions reported holding Invesco Global Clean Energy (PBD) in their 13F filings, up 4 from Q4 2025. 10 opened new positions and 4 sold out. The largest holders were HighTower Advisors, LLC ($34.1M), Morgan Stanley ($8.0M) and Raymond James Financial Inc. ($7.3M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$6.6M
Exits4$937K

All 13F filers, Q4 2025 → Q1 2026: 731,810 shares bought and 982,191 shares sold, net −250,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

HighTower Advisors, LLC 0.04% Reduce -0.9% 1,899,787 $34.1M
Morgan Stanley 0.00% Reduce -62.4% 446,427 $8.0M
Raymond James Financial Inc. 0.00% Add +5.9% 408,817 $7.3M
Royal Bank of Canada 0.00% Reduce -1.9% 336,169 $6.0M
Mercer Global Advisors Inc. 0.01% No change 215,297 $3.9M
Truist Financial Corp. 0.01% New 209,137 $3.7M
Hennion & Walsh Asset Management, Inc. 0.12% Add +317.8% 158,118 $3.5M
UBS Group AG 0.00% Add +5.2% 172,323 $3.1M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +11.6% 148,261 $2.7M
Stifel Financial Corp. 0.00% Reduce -18.6% 138,148 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -3.3% 118,175 $2.1M
Cetera Investment Advisers 0.00% Add +571.4% 117,075 $2.1M
LPL Financial LLC 0.00% Reduce -47.2% 115,395 $2.1M
Nilsine Partners, LLC 0.14% Reduce -2.6% 89,441 $1.8M
Jane Street Group, LLC 0.00% Add +203.3% 100,225 $1.8M
Fig Financial Advisory Services Inc. 1.03% New 92,058 $1.7M
Wells Fargo & Company 0.00% Add +33.5% 74,769 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 62,359 $1.1M
Global View Capital Management LLC 0.26% Reduce -2.0% 54,318 $974K
Financial Engines Advisors L.L.C. 0.00% Reduce -8.9% 45,706 $820K
Private Advisor Group, LLC 0.00% Add +6.5% 28,640 $514K
Independent Financial Group, LLC 0.01% Reduce -2.1% 28,148 $505K
Wellington Shields & Co., LLC 0.12% Add +0.0% 25,809 $463K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.5% 25,177 $451K
Equitable Holdings, Inc. 0.00% New 24,184 $434K
Prospera Financial Services Inc 0.01% Reduce -2.4% 22,532 $404K
Johnson Financial Group, LLC 0.03% No change 22,306 $400K
Osaic Holdings, Inc. 0.00% Add +6.0% 20,746 $372K
MinichMacGregor Wealth Management, LLC 0.07% Reduce -6.4% 20,567 $369K
Commonwealth Equity Services, LLC 0.00% Add +0.0% 17,684 $317K
Colorado Capital Management, Inc. 0.10% No change 15,639 $280K
Quantinno Capital Management LP 0.00% New 15,426 $277K
Jones Financial Companies LLLP 0.00% Add +34.5% 15,651 $274K
Mather Group, Llc. 0.00% No change 14,825 $266K
Western Financial Corp 0.09% New 12,112 $217K
Princeton Global Asset Management LLC 0.03% Add +74.8% 11,718 $210K
PFG Investments, LLC 0.01% New 11,477 $206K
SOA Wealth Advisors, LLC. 0.03% Add +0.0% 8,460 $152K
US Bancorp \de 0.00% No change 7,192 $129K
SBI Securities Co., Ltd. 0.00% Reduce -4.2% 4,700 $84K
MAI Capital Management 0.00% Add +0.1% 4,417 $79K
Citigroup Inc. 0.00% Reduce -2.9% 3,958 $71K
JPMorgan Chase & Co. 0.00% Reduce -1.6% 3,635 $63K
O'shaughnessy Asset Management, LLC 0.00% Reduce -38.9% 3,489 $63K
Clearstead Advisors, LLC 0.00% No change 2,220 $40K
Federation des caisses Desjardins du Quebec 0.00% No change 1,984 $36K
PNC Financial Services Group, Inc. 0.00% No change 1,691 $30K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +0.1% 1,552 $28K
JFS Wealth Advisors, LLC 0.00% No change 1,095 $20K
National Bank of Canada 0.00% Add +135.4% 1,043 $19K
Compagnie Lombard Odier SCmA 0.00% No change 1,000 $18K
Asset Dedication, LLC 0.00% No change 762 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 758 $14K
Cwm, LLC 0.00% Add +0.1% 746 $13K
Eastern Bank 0.00% New 690 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +46.0% 657 $12K
CGC Financial Services, LLC 0.00% No change 645 $12K
Simplex Trading, LLC 0.00% New 644 $12K
Whittier Trust Co. 0.00% No change 580 $11K
Advisory Services Network, LLC 0.00% New 480 $9K
Atlantic Union Bankshares Corp 0.00% No change 479 $9K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 433 $8K
Fifth Third Bancorp 0.00% Add +9.8% 402 $7K
Pacific Center for Financial Services 0.00% Add +0.5% 375 $7K
Evelyn Partners Investment Management Services Ltd 0.00% No change 346 $6K
Guardian Wealth Advisors, LLC / NC 0.00% New 290 $5K
Aptus Capital Advisors, LLC 0.00% No change 290 $5K
Allworth Financial LP 0.00% No change 200 $4K
Cornerstone Planning Group LLC 0.00% Add +0.6% 157 $3K
Sound Income Strategies, LLC 0.00% No change 109 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 100 $2K
Ancora Advisors LLC 0.00% No change 100 $2K
Qube Research & Technologies Ltd 0.00% Reduce -73.1% 53 $950
CoreCap Advisors, LLC 0.00% No change 27 $484
AE Wealth Management LLC 0.00% No change 4 $72

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