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Invesco Global Clean Energy ETF (PBD) Institutional Ownership

$10.40 -0.25 (-2.35%)
As of 02:18 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Global Clean Energy ETF (NYSEARCA:PBD)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$3.38M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.40M
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PBD Institutional Buying and Selling by Quarter

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Invesco Global Clean Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Ameriprise Financial Inc.91,781$1.06M0.0%+7.7%1.076%
2/14/2025Mercer Global Advisors Inc. ADV116,341$1.35M0.0%-1.5%1.364%
2/14/2025Jane Street Group LLC37,918$439K0.0%-81.4%0.445%
2/14/2025Susquehanna International Group LLP187,640$2.17M0.0%+12.8%2.200%
2/14/2025IHT Wealth Management LLC33,133$383K0.0%-15.9%0.388%
2/14/2025Stifel Financial Corp18,597$215K0.0%-21.5%0.218%
2/13/2025Mariner LLC33,491$387K0.0%N/A0.393%
2/13/2025Raymond James Financial Inc.21,647$250K0.0%N/A0.254%
2/13/2025Wells Fargo & Company MN16,969$196K0.0%-11.0%0.199%
2/12/2025National Bank of Canada FI2,290$26K0.0%+209.5%0.027%
2/12/2025JPMorgan Chase & Co.39,740$460K0.0%+210.3%0.466%
2/12/2025Financial Engines Advisors L.L.C.63,448$734K0.0%+13.8%0.744%
2/11/2025LPL Financial LLC58,854$681K0.0%-13.7%0.690%
2/10/2025Commonwealth Equity Services LLC22,924$265K0.0%-24.8%0.269%
2/6/2025Raymond James Financial Inc.21,647$250K0.0%N/A0.254%
2/6/2025SBI Securities Co. Ltd.4,683$54K0.0%N/A0.055%
2/4/2025Johnson Financial Group LLC18,781$217K0.0%-64.7%0.220%
1/30/2025Compagnie Lombard Odier SCmA15,000$174K0.0%-8.5%0.176%
1/28/2025Howland Capital Management LLC29,050$336K0.0%N/A0.341%
1/24/2025Princeton Global Asset Management LLC2,248$26K0.0%-65.8%0.026%
1/24/2025GPS Wealth Strategies Group LLC2,186$25K0.0%-28.2%0.026%
1/21/2025Harel Insurance Investments & Financial Services Ltd.61,938$717K0.0%+7.3%0.726%
1/15/2025Ameritas Advisory Services LLC79,680$922K0.0%-55.9%0.934%
1/14/2025Affinity Capital Advisors LLC25,321$308K0.1%N/A0.297%
12/26/2024JPMorgan Chase & Co.12,807$179K0.0%+38.5%0.150%
11/15/2024Jane Street Group LLC203,543$2.85M0.0%+16.7%2.386%
11/15/2024Stifel Financial Corp23,694$332K0.0%-4.4%0.278%
11/15/2024IHT Wealth Management LLC39,391$552K0.0%-26.5%0.462%
10/24/2024Modera Wealth Management LLC17,685$248K0.0%-6.0%0.207%
10/11/2024Compagnie Lombard Odier SCmA16,400$230K0.0%-5.7%0.192%
10/9/2024Colorado Capital Management Inc.46,062$645K0.3%-6.5%0.540%
8/12/2024Mercer Global Advisors Inc. ADV118,111$1.60M0.0%-0.9%1.385%
7/31/2024Commonwealth Equity Services LLC28,961$392K0.0%-7.6%0.340%
7/29/2024Ameritas Advisory Services LLC275,583$3.73M0.1%+9.1%3.231%
7/22/2024Harel Insurance Investments & Financial Services Ltd.46,649$631K0.0%+18.4%0.547%
7/16/2024GPS Wealth Strategies Group LLC2,908$39K0.0%+1,706.2%0.034%
7/9/2024Trust Co. of Vermont21,086$285K0.0%-23.2%0.247%
7/9/2024Mather Group LLC.15,370$217K0.0%+5.4%0.180%
4/30/2024Harel Insurance Investments & Financial Services Ltd.39,414$558K0.0%+10.6%0.457%
4/30/2024Joel Isaacson & Co. LLC26,226$371K0.0%+15.8%0.304%
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4/16/2024Colorado Capital Management Inc.51,546$729K0.4%-6.8%0.598%
3/22/2024PNC Financial Services Group Inc.1,891$30K0.0%-57.9%0.018%
3/8/2024Trust Co. of Vermont26,555$424K0.0%-13.2%0.258%
2/7/2024JFS Wealth Advisors LLC36,697$586K0.0%-23.9%0.357%
2/6/2024Johnson Financial Group LLC53,383$853K0.1%N/A0.519%
2/5/2024Mather Group LLC.14,580$233K0.0%N/A0.142%
2/1/2024CWM LLC2,741$44K0.0%+337.2%0.027%
1/30/2024Harel Insurance Investments & Financial Services Ltd.35,640$569K0.0%+54.3%0.347%
1/29/2024Perigon Wealth Management LLC18,218$291K0.0%-31.5%0.177%
1/19/2024Colorado Capital Management Inc.55,297$883K0.6%-21.0%0.538%
1/18/2024Pettinga Financial Advisors LLC11,754$188K0.1%-16.4%0.114%
1/16/2024Compagnie Lombard Odier SCmA58,400$933K0.0%+30.9%0.568%
12/6/2023Citigroup Inc.27,475$423K0.0%+41.8%0.267%
11/27/2023Trust Co. of Vermont30,592$471K0.0%-51.1%0.298%
11/15/2023Ramirez Asset Management Inc.16,469$253K0.1%N/A0.160%
11/13/2023LPL Financial LLC245,125$3.77M0.0%-6.6%2.384%
11/13/2023Clearstead Advisors LLC2,220$34K0.0%+56.3%0.022%
11/9/2023Citigroup Inc.27,475$423K0.0%+41.8%0.267%
11/9/2023UBS Group AG151,337$2.33M0.0%+158.9%1.472%
11/8/2023J.P. Morgan Private Wealth Advisors LLC12,330$190K0.0%-5.9%0.120%
11/7/2023Clearstead Advisors LLC2,220$34K0.0%+56.3%0.022%
11/2/2023JFS Wealth Advisors LLC48,252$742K0.1%+7.1%0.469%
10/30/2023Perigon Wealth Management LLC26,598$409K0.0%+9.7%0.259%
10/30/2023Harel Insurance Investments & Financial Services Ltd.23,096$355K0.0%+55.2%0.225%
10/27/2023Financial Advocates Investment Management28,206$436K0.0%-24.5%0.274%
10/27/2023Colorado Capital Management Inc.70,029$1.08M0.8%-12.1%0.681%
10/24/2023Raymond James Financial Services Advisors Inc.29,731$457K0.0%-9.0%0.289%
10/24/2023Joel Isaacson & Co. LLC14,857$229K0.0%N/A0.145%
10/23/2023Compagnie Lombard Odier SCmA44,600$686K0.0%-4.3%0.434%
8/14/2023Thomas White International Ltd.11,187$211K0.0%+35.8%0.109%
8/11/2023Financial Engines Advisors L.L.C.47,987$907K0.0%+6.3%0.467%
8/7/2023Modera Wealth Management LLC39,622$749K0.0%N/A0.385%
8/7/2023JFS Wealth Advisors LLC45,054$852K0.1%+7.4%0.438%
8/4/2023Banco Bilbao Vizcaya Argentaria S.A.25,547$483K0.0%-34.5%0.249%
8/2/2023Bank of Montreal Can44,103$860K0.0%N/A0.429%
8/2/2023Perigon Wealth Management LLC24,256$458K0.0%N/A0.236%
7/31/2023LPL Financial LLC262,371$4.96M0.0%+6.0%2.552%
7/28/2023First Republic Investment Management Inc.13,105$248K0.0%-5.8%0.122%
7/25/2023Raymond James Financial Services Advisors Inc.32,681$618K0.0%-16.1%0.305%
7/25/2023WealthPlan Investment Management LLC65,286$6.22M1.5%+3,940.0%0.609%
7/21/2023Creative Planning16,955$320K0.0%+25.7%0.158%
7/20/2023Bank Julius Baer & Co. Ltd Zurich117,733$2.23M0.0%+98,010.8%1.098%
7/17/2023Trust Co. of Vermont62,591$1.18M0.1%-5.1%0.584%
7/17/2023Harel Insurance Investments & Financial Services Ltd.14,884$281K0.0%+70.9%0.139%
7/13/2023Colorado Capital Management Inc.79,664$1.51M1.1%-8.2%0.743%
5/15/2023Thomas White International Ltd.8,239$162K0.0%+115.7%0.076%
5/12/2023NewEdge Advisors LLC71,449$1.41M0.0%-12.8%0.663%
5/11/2023Financial Advocates Investment Management31,488$621K0.0%+10.4%0.292%
5/10/2023LPL Financial LLC247,471$4.88M0.0%-2.7%2.296%
5/9/2023Banco Bilbao Vizcaya Argentaria S.A.39,000$769K0.0%+48.7%0.362%
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5/8/2023WealthPlan Investment Management LLC1,616$32K0.0%N/A0.015%
5/5/2023Howland Capital Management LLC10,050$198K0.0%-28.5%0.093%
5/2/2023Harel Insurance Investments & Financial Services Ltd.8,707$172K0.0%N/A0.081%
4/28/2023Ameritas Advisory Services LLC196,510$3.73M0.2%+4.7%1.823%
4/28/2023Colorado Capital Management Inc.86,802$1.71M1.3%-16.1%0.805%
4/14/2023Raymond James Financial Services Advisors Inc.38,943$767K0.0%-14.4%0.361%
4/7/2023Trust Co. of Vermont65,950$1.30M0.1%+2.0%0.610%
4/6/2023Parsec Financial Management Inc.40,311$794K0.0%-2.8%0.373%
2/13/2023JFS Wealth Advisors LLC41,898$769K0.1%-8.3%0.385%
2/13/2023Banco Bilbao Vizcaya Argentaria S.A.26,220$481K0.0%+46.8%0.241%
(Data available from 1/1/2016 forward)

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PBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBD shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Invesco Global Clean Energy ETF. The most heavily invested institutionals were WealthPlan Investment Management LLC ($6.22M), UBS Group AG ($2.33M), Bank Julius Baer & Co. Ltd Zurich ($2.23M), Susquehanna International Group LLP ($2.17M), NewEdge Advisors LLC ($1.41M), Mercer Global Advisors Inc. ADV ($1.35M), and Ameriprise Financial Inc. ($1.06M).Learn more on PBD's institutional investors.

Which institutional investors have been buying Invesco Global Clean Energy ETF stock?

Of the 35 institutional investors that purchased Invesco Global Clean Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($117.61K), UBS Group AG ($92.89K), WealthPlan Investment Management LLC ($65.29K), Johnson Financial Group LLC ($53.38K), Harel Insurance Investments & Financial Services Ltd. ($50.89K), Bank of Montreal Can ($44.10K), and Raymond James Financial Inc. ($43.29K).

How much institutional buying is happening at Invesco Global Clean Energy ETF?

Institutional investors have bought a total of 893,472 shares in the last 24 months. This purchase volume represents approximately $14.22M in transactions.

Which Invesco Global Clean Energy ETF major shareholders have been selling company stock?

Of the 27 institutional investors that sold Invesco Global Clean Energy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($165.63K), Ameritas Advisory Services LLC ($100.87K), Colorado Capital Management Inc. ($55.15K), Trust Co. of Vermont ($45.77K), Johnson Financial Group LLC ($34.41K), LPL Financial LLC ($33.55K), and IHT Wealth Management LLC ($20.47K).

How much institutional selling is happening at Invesco Global Clean Energy ETF?

Institutional investors have sold a total of 567,987 shares in the last 24 months. This volume of shares sold represents approximately $7.72M in transactions.



This page (NYSEARCA:PBD) was last updated on 4/3/2025 by MarketBeat.com Staff
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