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Invesco Global Clean Energy ETF (PBD) Institutional Ownership

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$14.04
+0.24 (+1.74%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Global Clean Energy ETF (NYSEARCA:PBD)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$10.57M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.89M
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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%
3/22/2024PNC 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%
2/7/2024 JFS Wealth Advisors LLC36,697$586K0.0%-23.9%0.357%
2/6/2024Johnson 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%
12/6/2023Citigroup 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%
11/2/2023 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%
8/11/2023Financial 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%
8/7/2023 JFS 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%
8/2/2023 Perigon 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%
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7/25/2023 Raymond 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%
7/17/2023 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%
5/12/2023NewEdge Advisors LLC71,449$1.41M0.0%-12.8%0.663%
5/11/2023 Financial Advocates Investment Management31,488$621K0.0%+10.4%0.292%
5/10/2023LPL 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%
5/2/2023 Harel 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%
4/28/2023 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%
4/7/2023Trust 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%
2/13/2023 JFS 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%
2/10/2023Ameritas Advisory Services LLC187,638$3.45M0.2%+3.2%1.725%
2/8/2023Belpointe Asset Management LLC5,950$109K0.0%N/A0.055%
2/7/2023LPL 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%
11/22/2022IHT Wealth Management LLC32,251$615K0.0%+11.9%0.282%
11/15/2022 Financial Advocates Investment Management24,960$482K0.0%+17.5%0.218%
11/14/2022Ameritas 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%
11/3/2022Creative 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%
10/24/2022Trust Co. of Vermont64,832$1.24M0.1%+4.9%0.567%
10/21/2022Great 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%
8/15/2022Clearstead Advisors LLC1,420$28K0.0%+57.8%0.012%
8/12/2022 Financial Advocates Investment Management21,236$416K0.0%-22.7%0.187%
8/12/2022Financial 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%
8/1/2022US 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%
7/27/2022Bailard Inc.13,854$272K0.0%N/A0.122%
7/19/2022Commonwealth Equity Services LLC63,541$1.25M0.0%+3.8%0.558%
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7/19/2022 Pettinga Financial Advisors LLC16,426$322K0.1%+36.3%0.144%
7/19/2022Great 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%
5/12/2022HAP Trading LLC33,102$821K0.0%N/A0.291%
5/12/2022Financial Engines Advisors L.L.C.45,399$1.13M0.0%+16.3%0.399%
5/12/2022Sumitomo 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%
5/10/2022Mercer 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, 49 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), Advisor Group Holdings Inc. ($3.79M), LPL Financial LLC ($3.77M), Ameritas Advisory Services LLC ($3.73M), Mercer Global Advisors Inc. ADV ($3.48M), and Sumitomo Mitsui Financial Group Inc. ($3.47M).Learn more on PBD's institutional investors.

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

Of the 38 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), Mercer Global Advisors Inc. ADV ($90.41K), WealthPlan Investment Management LLC ($65.29K), Private Advisor Group LLC ($65.22K), and Johnson Financial Group LLC ($53.38K).

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

Institutional investors have bought a total of 1,238,248 shares in the last 24 months. This purchase volume represents approximately $23.37M in transactions.

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

Of the 22 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 278,840 shares in the last 24 months. This volume of shares sold represents approximately $4.98M in transactions.


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This page (NYSEARCA:PBD) was last updated on 5/4/2024 by MarketBeat.com Staff

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