Invesco Global Clean Energy ETF (PBD) Institutional Ownership

$12.69

+0.06 (+0.48%)

(As of 09/9/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 14
Total Institutional Inflows (last 12 months): $4.50M

Number of Institutional Sellers (last 12 months): 13
Total Institutional Outflows (last 12 months): $2.02M

Get PBD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Global Clean Energy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

PBD Institutional Buying and Selling by Quarter

Ad Banyan Hill Publishing

Kamala’s Secret 3-Word Plan to Destroy America… Are You Prepared?

America’s Slow Decline into Hell As Kamala Harris rises to power, her 3-word agenda threatens every American’s freedom and financial security.

Get the inside scoop and learn how to protect your savings.

Invesco Global Clean Energy ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/12/2024	Mercer Global Advisors Inc. ADV	118,111	$1.60M	0.0%	-0.9%	1.385%
7/31/2024	Commonwealth Equity Services LLC	28,961	$392K	0.0%	-7.6%	0.340%
7/29/2024	Ameritas Advisory Services LLC	275,583	$3.73M	0.1%	+9.1%	3.231%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	46,649	$631K	0.0%	+18.4%	0.547%
7/16/2024	GPS Wealth Strategies Group LLC	2,908	$39K	0.0%	+1,706.2%	0.034%
7/9/2024	Trust Co. of Vermont	21,086	$285K	0.0%	-23.2%	0.247%
Get the Latest News and Ratings for PBD and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco Global Clean Energy ETF and its competitors with MarketBeat's FREE daily newsletter.
7/9/2024	Mather Group LLC.	15,370	$217K	0.0%	+5.4%	0.180%
4/30/2024	Harel Insurance Investments & Financial Services Ltd.	39,414	$558K	0.0%	+10.6%	0.457%
4/30/2024	Joel Isaacson & Co. LLC	26,226	$371K	0.0%	+15.8%	0.304%
4/16/2024	Colorado Capital Management Inc.	51,546	$729K	0.4%	-6.8%	0.598%
3/22/2024	PNC Financial Services Group Inc.	1,891	$30K	0.0%	-57.9%	0.018%
3/8/2024	Trust Co. of Vermont	26,555	$424K	0.0%	-13.2%	0.258%
2/7/2024	JFS Wealth Advisors LLC	36,697	$586K	0.0%	-23.9%	0.357%
2/6/2024	Johnson Financial Group LLC	53,383	$853K	0.1%	N/A	0.519%
2/5/2024	Mather Group LLC.	14,580	$233K	0.0%	N/A	0.142%
2/1/2024	CWM LLC	2,741	$44K	0.0%	+337.2%	0.027%
1/30/2024	Harel Insurance Investments & Financial Services Ltd.	35,640	$569K	0.0%	+54.3%	0.347%
1/29/2024	Perigon Wealth Management LLC	18,218	$291K	0.0%	-31.5%	0.177%
1/19/2024	Colorado Capital Management Inc.	55,297	$883K	0.6%	-21.0%	0.538%
1/18/2024	Pettinga Financial Advisors LLC	11,754	$188K	0.1%	-16.4%	0.114%
1/16/2024	Compagnie Lombard Odier SCmA	58,400	$933K	0.0%	+30.9%	0.568%
12/6/2023	Citigroup Inc.	27,475	$423K	0.0%	+41.8%	0.267%
11/27/2023	Trust Co. of Vermont	30,592	$471K	0.0%	-51.1%	0.298%
11/15/2023	Ramirez Asset Management Inc.	16,469	$253K	0.1%	N/A	0.160%
11/13/2023	LPL Financial LLC	245,125	$3.77M	0.0%	-6.6%	2.384%
11/13/2023	Clearstead Advisors LLC	2,220	$34K	0.0%	+56.3%	0.022%
11/9/2023	Citigroup Inc.	27,475	$423K	0.0%	+41.8%	0.267%
11/9/2023	UBS Group AG	151,337	$2.33M	0.0%	+158.9%	1.472%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	12,330	$190K	0.0%	-5.9%	0.120%
11/7/2023	Clearstead Advisors LLC	2,220	$34K	0.0%	+56.3%	0.022%
11/2/2023	JFS Wealth Advisors LLC	48,252	$742K	0.1%	+7.1%	0.469%
10/30/2023	Perigon Wealth Management LLC	26,598	$409K	0.0%	+9.7%	0.259%
10/30/2023	Harel Insurance Investments & Financial Services Ltd.	23,096	$355K	0.0%	+55.2%	0.225%
10/27/2023	Financial Advocates Investment Management	28,206	$436K	0.0%	-24.5%	0.274%
10/27/2023	Colorado Capital Management Inc.	70,029	$1.08M	0.8%	-12.1%	0.681%
10/24/2023	Raymond James Financial Services Advisors Inc.	29,731	$457K	0.0%	-9.0%	0.289%
10/24/2023	Joel Isaacson & Co. LLC	14,857	$229K	0.0%	N/A	0.145%
10/23/2023	Compagnie Lombard Odier SCmA	44,600	$686K	0.0%	-4.3%	0.434%
8/14/2023	Thomas White International Ltd.	11,187	$211K	0.0%	+35.8%	0.109%
8/11/2023	Financial Engines Advisors L.L.C.	47,987	$907K	0.0%	+6.3%	0.467%
How Boeing Disasters Could Impact Nvidia (Ad) How The Boeing Disasters Could Hit Nvidia Investors You may have heard about Boeing planes falling apart midflight and catching fire. But, according to analyst Dan Ferris, there's something much darker going on here that could threaten Nvidia, the Magnificent 7, and the entire U.S. stock market. Click here for the full story.
8/7/2023	Modera Wealth Management LLC	39,622	$749K	0.0%	N/A	0.385%
8/7/2023	JFS Wealth Advisors LLC	45,054	$852K	0.1%	+7.4%	0.438%
8/4/2023	Banco Bilbao Vizcaya Argentaria S.A.	25,547	$483K	0.0%	-34.5%	0.249%
8/2/2023	Bank of Montreal Can	44,103	$860K	0.0%	N/A	0.429%
8/2/2023	Perigon Wealth Management LLC	24,256	$458K	0.0%	N/A	0.236%
7/31/2023	LPL Financial LLC	262,371	$4.96M	0.0%	+6.0%	2.552%
7/28/2023	First Republic Investment Management Inc.	13,105	$248K	0.0%	-5.8%	0.122%
7/25/2023	Raymond James Financial Services Advisors Inc.	32,681	$618K	0.0%	-16.1%	0.305%
7/25/2023	WealthPlan Investment Management LLC	65,286	$6.22M	1.5%	+3,940.0%	0.609%
7/21/2023	Creative Planning	16,955	$320K	0.0%	+25.7%	0.158%
7/20/2023	Bank Julius Baer & Co. Ltd Zurich	117,733	$2.23M	0.0%	+98,010.8%	1.098%
7/17/2023	Trust Co. of Vermont	62,591	$1.18M	0.1%	-5.1%	0.584%
7/17/2023	Harel Insurance Investments & Financial Services Ltd.	14,884	$281K	0.0%	+70.9%	0.139%
7/13/2023	Colorado Capital Management Inc.	79,664	$1.51M	1.1%	-8.2%	0.743%
5/15/2023	Thomas White International Ltd.	8,239	$162K	0.0%	+115.7%	0.076%
5/12/2023	NewEdge Advisors LLC	71,449	$1.41M	0.0%	-12.8%	0.663%
5/11/2023	Financial Advocates Investment Management	31,488	$621K	0.0%	+10.4%	0.292%
5/10/2023	LPL Financial LLC	247,471	$4.88M	0.0%	-2.7%	2.296%
5/9/2023	Banco Bilbao Vizcaya Argentaria S.A.	39,000	$769K	0.0%	+48.7%	0.362%
5/8/2023	WealthPlan Investment Management LLC	1,616	$32K	0.0%	N/A	0.015%
5/5/2023	Howland Capital Management LLC	10,050	$198K	0.0%	-28.5%	0.093%
5/2/2023	Harel Insurance Investments & Financial Services Ltd.	8,707	$172K	0.0%	N/A	0.081%
4/28/2023	Ameritas Advisory Services LLC	196,510	$3.73M	0.2%	+4.7%	1.823%
4/28/2023	Colorado Capital Management Inc.	86,802	$1.71M	1.3%	-16.1%	0.805%
4/14/2023	Raymond James Financial Services Advisors Inc.	38,943	$767K	0.0%	-14.4%	0.361%
4/7/2023	Trust Co. of Vermont	65,950	$1.30M	0.1%	+2.0%	0.610%
4/6/2023	Parsec Financial Management Inc.	40,311	$794K	0.0%	-2.8%	0.373%
2/13/2023	JFS Wealth Advisors LLC	41,898	$769K	0.1%	-8.3%	0.385%
2/13/2023	Banco Bilbao Vizcaya Argentaria S.A.	26,220	$481K	0.0%	+46.8%	0.241%
2/10/2023	Ameritas Advisory Services LLC	187,638	$3.45M	0.2%	+3.2%	1.725%
2/8/2023	Belpointe Asset Management LLC	5,950	$109K	0.0%	N/A	0.055%
2/7/2023	LPL Financial LLC	254,445	$4.67M	0.0%	+2.6%	2.339%
2/6/2023	Parsec Financial Management Inc.	41,469	$761K	0.0%	-13.4%	0.381%
1/30/2023	International Assets Investment Management LLC	256,128	$9.39M	0.8%	N/A	2.354%
1/25/2023	Navis Wealth Advisors LLC	36,051	$662K	0.9%	N/A	0.331%
1/18/2023	Private Advisor Group LLC	65,215	$1.20M	0.0%	N/A	0.599%
1/18/2023	Colorado Capital Management Inc.	103,500	$1.90M	1.6%	-0.6%	0.951%
1/13/2023	Pettinga Financial Advisors LLC	14,002	$257K	0.1%	-13.3%	0.129%
11/22/2022	IHT Wealth Management LLC	32,251	$615K	0.0%	+11.9%	0.282%
11/15/2022	Financial Advocates Investment Management	24,960	$482K	0.0%	+17.5%	0.218%
11/14/2022	Ameritas Advisory Services LLC	181,755	$3.46M	0.2%	+3.2%	1.590%
11/7/2022	Parsec Financial Management Inc.	47,883	$913K	0.0%	-4.3%	0.419%
11/4/2022	First Republic Investment Management Inc.	15,273	$291K	0.0%	+26.2%	0.134%
11/3/2022	Creative Planning	13,945	$266K	0.0%	-7.9%	0.122%
10/25/2022	Raymond James Financial Services Advisors Inc.	45,621	$870K	0.0%	-36.1%	0.399%
10/24/2022	Trust Co. of Vermont	64,832	$1.24M	0.1%	+4.9%	0.567%
10/21/2022	Great Valley Advisor Group Inc.	34,139	$651K	0.0%	-7.3%	0.299%
10/19/2022	Colorado Capital Management Inc.	104,146	$1.99M	1.7%	-2.2%	0.911%
8/15/2022	Clearstead Advisors LLC	1,420	$28K	0.0%	+57.8%	0.012%
8/12/2022	Financial Advocates Investment Management	21,236	$416K	0.0%	-22.7%	0.187%
Kamala’s Secret 3-Word Plan to Destroy America… Are You Prepared? (Ad) America’s Slow Decline into Hell As Kamala Harris rises to power, her 3-word agenda threatens every American’s freedom and financial security. Get the inside scoop and learn how to protect your savings.
8/12/2022	Financial Engines Advisors L.L.C.	50,008	$980K	0.0%	+10.2%	0.439%
8/11/2022	Compagnie Lombard Odier SCmA	45,400	$890K	0.0%	+66.9%	0.399%
8/2/2022	JFS Wealth Advisors LLC	45,754	$897K	0.1%	-1.1%	0.402%
8/1/2022	US Bancorp DE	7,592	$149K	0.0%	-9.0%	0.067%
7/29/2022	Colorado Capital Management Inc.	106,447	$2.09M	1.7%	-3.1%	0.935%
7/27/2022	Bailard Inc.	13,854	$272K	0.0%	N/A	0.122%
7/19/2022	Commonwealth Equity Services LLC	63,541	$1.25M	0.0%	+3.8%	0.558%
7/19/2022	Pettinga Financial Advisors LLC	16,426	$322K	0.1%	+36.3%	0.144%
7/19/2022	Great Valley Advisor Group Inc.	36,818	$722K	0.0%	-23.4%	0.324%
7/13/2022	Allworth Financial LP	3,653	$72K	0.0%	N/A	0.032%

(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, 42 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 Mercer Global Advisors Inc. ADV ($1.60M).Learn more on PBD's institutional investors.
Which institutional investors have been buying Invesco Global Clean Energy ETF stock?: Of the 31 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 Harel Insurance Investments & Financial Services Ltd. ($46.65K).
How much institutional buying is happening at Invesco Global Clean Energy ETF?: Institutional investors have bought a total of 1,059,412 shares in the last 24 months. This purchase volume represents approximately $18.80M in transactions.

Which Invesco Global Clean Energy ETF major shareholders have been selling company stock?: Of the 20 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. ($54.90K), Trust Co. of Vermont ($45.77K), Raymond James Financial Services Advisors Inc. ($41.56K), LPL Financial LLC ($24.22K), JFS Wealth Advisors LLC ($15.35K), Banco Bilbao Vizcaya Argentaria S.A. ($13.45K), and NewEdge Advisors LLC ($10.46K).
How much institutional selling is happening at Invesco Global Clean Energy ETF?: Institutional investors have sold a total of 254,907 shares in the last 24 months. This volume of shares sold represents approximately $4.40M in transactions.