Free Trial

Invesco Global Clean Energy ETF (PBD) Institutional Ownership

$13.25 +0.26 (+2.00%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$4.63M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.94M
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.

Skip Chart & View Institutional Buying and Selling Data

PBD Institutional Buying and Selling by Quarter

Invesco Global Clean Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC144,653$1.53M0.0%+281.5%2.439%
5/16/2025Jones Financial Companies Lllp9,143$96K0.0%+498.8%0.154%
4/29/2025Olde Wealth Management LLC3,269$34K0.0%N/A0.053%
4/29/2025Harel Insurance Investments & Financial Services Ltd.68,260$719K0.0%+10.2%1.114%
4/25/2025Ameritas Advisory Services LLC37,317$393K0.0%-53.2%0.609%
4/18/2025Colorado Capital Management Inc.36,456$384K0.2%-20.9%0.595%
4/16/2025Compagnie Lombard Odier SCmA11,000$116K0.0%-26.7%0.179%
4/11/2025Princeton Global Asset Management LLC6,592$69K0.0%+193.2%0.105%
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%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
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%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
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%
(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, 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), Jane Street Group LLC ($1.53M), Mercer Global Advisors Inc. ADV ($1.35M), and Ameriprise Financial Inc. ($1.06M).Learn more on Invesco Global Clean Energy ETF's institutional investors.

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

Of the 35 institutional investors that purchased Invesco Global Clean Energy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($135.91K), Bank Julius Baer & Co. Ltd Zurich ($117.61K), UBS Group AG ($92.89K), WealthPlan Investment Management LLC ($63.67K), Johnson Financial Group LLC ($53.38K), Harel Insurance Investments & Financial Services Ltd. ($48.50K), 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 398,872 shares in the last 24 months. This purchase volume represents approximately $4.63M in transactions.

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

Of the 15 institutional investors that sold Invesco Global Clean Energy ETF's 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 ($143.24K), Johnson Financial Group LLC ($34.41K), IHT Wealth Management LLC ($20.47K), Colorado Capital Management Inc. ($12.80K), Commonwealth Equity Services LLC ($9.95K), and LPL Financial LLC ($9.33K).

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

Institutional investors have sold a total of 426,026 shares in the last 24 months. This volume of shares sold represents approximately $4.94M in transactions.



This page (NYSEARCA:PBD) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners