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Invesco Global Clean Energy ETF (PBD) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$10.14M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.47M
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PBD Institutional Buying and Selling by Quarter

Invesco Global Clean Energy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024 Harel Insurance Investments & Financial Services Ltd.39,414$558K0.0%+10.6%0.457%
4/30/2024 Joel Isaacson & Co. LLC26,226$371K0.0%+15.8%0.304%
4/16/2024 Colorado Capital Management Inc.51,546$729K0.4%-6.8%0.598%
3/22/2024 PNC Financial Services Group Inc.1,891$30K0.0%-57.9%0.018%
3/8/2024 Trust Co. of Vermont26,555$424K0.0%-13.2%0.258%
2/7/2024 JFS Wealth Advisors LLC36,697$586K0.0%-23.9%0.357%
2/6/2024 Johnson Financial Group LLC53,383$853K0.1%N/A0.519%
2/5/2024 Mather Group LLC.14,580$233K0.0%N/A0.142%
2/1/2024 CWM LLC2,741$44K0.0%+337.2%0.027%
1/30/2024 Harel Insurance Investments & Financial Services Ltd.35,640$569K0.0%+54.3%0.347%
1/29/2024 Perigon Wealth Management LLC18,218$291K0.0%-31.5%0.177%
1/19/2024 Colorado Capital Management Inc.55,297$883K0.6%-21.0%0.538%
1/18/2024 Pettinga Financial Advisors LLC11,754$188K0.1%-16.4%0.114%
1/16/2024 Compagnie Lombard Odier SCmA58,400$933K0.0%+30.9%0.568%
12/6/2023 Citigroup Inc.27,475$423K0.0%+41.8%0.267%
11/27/2023 Trust Co. of Vermont30,592$471K0.0%-51.1%0.298%
11/15/2023 Ramirez Asset Management Inc.16,469$253K0.1%N/A0.160%
11/13/2023 LPL Financial LLC245,125$3.77M0.0%-6.6%2.384%
11/13/2023 Clearstead Advisors LLC2,220$34K0.0%+56.3%0.022%
11/9/2023 Citigroup Inc.27,475$423K0.0%+41.8%0.267%
11/9/2023 UBS 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%
11/7/2023 Clearstead Advisors LLC2,220$34K0.0%+56.3%0.022%
11/2/2023 JFS Wealth Advisors LLC48,252$742K0.1%+7.1%0.469%
10/30/2023 Perigon Wealth Management LLC26,598$409K0.0%+9.7%0.259%
10/30/2023 Harel Insurance Investments & Financial Services Ltd.23,096$355K0.0%+55.2%0.225%
10/27/2023 Financial Advocates Investment Management28,206$436K0.0%-24.5%0.274%
10/27/2023 Colorado Capital Management Inc.70,029$1.08M0.8%-12.1%0.681%
10/24/2023 Raymond James Financial Services Advisors Inc.29,731$457K0.0%-9.0%0.289%
10/24/2023 Joel Isaacson & Co. LLC14,857$229K0.0%N/A0.145%
10/23/2023 Compagnie Lombard Odier SCmA44,600$686K0.0%-4.3%0.434%
8/14/2023Thomas White International Ltd.11,187$211K0.0%+35.8%0.109%
8/11/2023 Financial Engines Advisors L.L.C.47,987$907K0.0%+6.3%0.467%
8/7/2023 Modera Wealth Management LLC39,622$749K0.0%N/A0.385%
8/7/2023 JFS Wealth Advisors LLC45,054$852K0.1%+7.4%0.438%
8/4/2023 Banco Bilbao Vizcaya Argentaria S.A.25,547$483K0.0%-34.5%0.249%
8/2/2023 Bank of Montreal Can44,103$860K0.0%N/A0.429%
8/2/2023 Perigon Wealth Management LLC24,256$458K0.0%N/A0.236%
7/31/2023 LPL 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%
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7/25/2023 Raymond James Financial Services Advisors Inc.32,681$618K0.0%-16.1%0.305%
7/25/2023 WealthPlan Investment Management LLC65,286$6.22M1.5%+3,940.0%0.609%
7/21/2023 Creative Planning16,955$320K0.0%+25.7%0.158%
7/20/2023 Bank Julius Baer & Co. Ltd Zurich117,733$2.23M0.0%+98,010.8%1.098%
7/17/2023 Trust Co. of Vermont62,591$1.18M0.1%-5.1%0.584%
7/17/2023 Harel Insurance Investments & Financial Services Ltd.14,884$281K0.0%+70.9%0.139%
7/13/2023 Colorado 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%
5/12/2023 NewEdge Advisors LLC71,449$1.41M0.0%-12.8%0.663%
5/11/2023 Financial Advocates Investment Management31,488$621K0.0%+10.4%0.292%
5/10/2023 LPL Financial LLC247,471$4.88M0.0%-2.7%2.296%
5/9/2023 Banco Bilbao Vizcaya Argentaria S.A.39,000$769K0.0%+48.7%0.362%
5/8/2023 WealthPlan Investment Management LLC1,616$32K0.0%N/A0.015%
5/5/2023 Howland Capital Management LLC10,050$198K0.0%-28.5%0.093%
5/2/2023 Harel Insurance Investments & Financial Services Ltd.8,707$172K0.0%N/A0.081%
4/28/2023 Ameritas Advisory Services LLC196,510$3.73M0.2%+4.7%1.823%
4/28/2023 Colorado Capital Management Inc.86,802$1.71M1.3%-16.1%0.805%
4/14/2023 Raymond James Financial Services Advisors Inc.38,943$767K0.0%-14.4%0.361%
4/7/2023 Trust 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%
2/13/2023 JFS Wealth Advisors LLC41,898$769K0.1%-8.3%0.385%
2/13/2023 Banco Bilbao Vizcaya Argentaria S.A.26,220$481K0.0%+46.8%0.241%
2/10/2023 Ameritas Advisory Services LLC187,638$3.45M0.2%+3.2%1.725%
2/8/2023 Belpointe Asset Management LLC5,950$109K0.0%N/A0.055%
2/7/2023 LPL Financial LLC254,445$4.67M0.0%+2.6%2.339%
2/6/2023Parsec Financial Management Inc.41,469$761K0.0%-13.4%0.381%
1/30/2023 International Assets Investment Management LLC256,128$9.39M0.8%N/A2.354%
1/25/2023 Navis Wealth Advisors LLC36,051$662K0.9%N/A0.331%
1/18/2023 Private Advisor Group LLC65,215$1.20M0.0%N/A0.599%
1/18/2023 Colorado Capital Management Inc.103,500$1.90M1.6%-0.6%0.951%
1/13/2023 Pettinga Financial Advisors LLC14,002$257K0.1%-13.3%0.129%
11/22/2022 IHT Wealth Management LLC32,251$615K0.0%+11.9%0.282%
11/15/2022 Financial Advocates Investment Management24,960$482K0.0%+17.5%0.218%
11/14/2022 Ameritas Advisory Services LLC181,755$3.46M0.2%+3.2%1.590%
11/7/2022Parsec Financial Management Inc.47,883$913K0.0%-4.3%0.419%
11/4/2022First Republic Investment Management Inc.15,273$291K0.0%+26.2%0.134%
11/3/2022 Creative Planning13,945$266K0.0%-7.9%0.122%
10/25/2022 Raymond James Financial Services Advisors Inc.45,621$870K0.0%-36.1%0.399%
10/24/2022 Trust Co. of Vermont64,832$1.24M0.1%+4.9%0.567%
10/21/2022 Great Valley Advisor Group Inc.34,139$651K0.0%-7.3%0.299%
10/19/2022 Colorado Capital Management Inc.104,146$1.99M1.7%-2.2%0.911%
8/15/2022 Clearstead Advisors LLC1,420$28K0.0%+57.8%0.012%
8/12/2022 Financial Advocates Investment Management21,236$416K0.0%-22.7%0.187%
8/12/2022 Financial Engines Advisors L.L.C.50,008$980K0.0%+10.2%0.439%
8/11/2022 Compagnie Lombard Odier SCmA45,400$890K0.0%+66.9%0.399%
8/2/2022 JFS Wealth Advisors LLC45,754$897K0.1%-1.1%0.402%
8/1/2022 US Bancorp DE7,592$149K0.0%-9.0%0.067%
7/29/2022 Colorado Capital Management Inc.106,447$2.09M1.7%-3.1%0.935%
7/27/2022 Bailard Inc.13,854$272K0.0%N/A0.122%
7/19/2022Commonwealth Equity Services LLC63,541$1.25M0.0%+3.8%0.558%
**Breaking News** LIttle Known Biotech Company Does $41 Million In Q1! (Ad)

Learn more about why Zack’s has increased its price target on this company to a whopping $23.25!

Click for Zack's full report
7/19/2022 Pettinga Financial Advisors LLC16,426$322K0.1%+36.3%0.144%
7/19/2022 Great Valley Advisor Group Inc.36,818$722K0.0%-23.4%0.324%
7/13/2022 Allworth Financial LP3,653$72K0.0%N/A0.032%
7/6/2022Parsec Financial Management Inc.50,021$980K0.0%-3.2%0.440%
5/12/2022 HAP Trading LLC33,102$821K0.0%N/A0.291%
5/12/2022 Financial Engines Advisors L.L.C.45,399$1.13M0.0%+16.3%0.399%
5/12/2022 Sumitomo Mitsui Financial Group Inc.53,200$3.47M0.1%-8.3%0.468%
5/11/2022 Financial Advocates Investment Management27,479$682K0.0%+47.5%0.242%
5/10/2022 Mercer Global Advisors Inc. ADV140,474$3.48M0.0%+180.6%1.214%
5/10/2022People s United Financial Inc.11,663$289K0.0%+8.7%0.101%
(Data available from 1/1/2016 forward)

PBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBD shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Invesco Global Clean Energy ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($9.39M), WealthPlan Investment Management LLC ($6.22M), LPL Financial LLC ($3.77M), Ameritas Advisory Services LLC ($3.73M), UBS Group AG ($2.33M), Bank Julius Baer & Co. Ltd Zurich ($2.23M), and NewEdge Advisors LLC ($1.41M).Learn more on PBD's institutional investors.

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

Of the 34 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: International Assets Investment Management LLC ($256.13K), Bank Julius Baer & Co. Ltd Zurich ($117.61K), UBS Group AG ($92.89K), WealthPlan Investment Management LLC ($65.29K), Private Advisor Group LLC ($65.22K), Johnson Financial Group LLC ($53.38K), and Bank of Montreal Can ($44.10K).

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

Institutional investors have bought a total of 1,073,238 shares in the last 24 months. This purchase volume represents approximately $19.28M in transactions.

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

Of the 19 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: Colorado Capital Management Inc. ($58.26K), Raymond James Financial Services Advisors Inc. ($41.56K), Trust Co. of Vermont ($39.40K), LPL Financial LLC ($24.22K), JFS Wealth Advisors LLC ($15.84K), Financial Advocates Investment Management ($15.38K), and Great Valley Advisor Group Inc. ($13.90K).

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

Institutional investors have sold a total of 268,804 shares in the last 24 months. This volume of shares sold represents approximately $4.73M in transactions.


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This page (NYSEARCA:PBD) was last updated on 5/20/2024 by MarketBeat.com Staff

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