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Get Institutions for : 
Invesco Global Clean Energy ETF (PBD)  
$14.51 0.14 (1%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    2
Total shares held : 
 1,961,765  
% of shares held : 
 15.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 9,235  
% of shares held change : 
   0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.63  
Last Quarter's Ending Price : 
 $14.15  
Last Quarter's Average Price : 
 $14.04  
Change from last quarter's     
avg. price to the last closing  : 
0.47 (3.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 127,367
 6.49%
 
Increased Positions :
20
 440,010
 22.43%
 
Unchanged Positions :
21
 59,071
 3.01%
 
Decreased Positions :
23
-482,863
-24.61%
 
Closed Positions :
6
-75,279
-3.84%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ameritas Advisory Services LLC 139 - 2024-03-31 252,649 $3,575,000 40,162
   AMERIPRISE FINANCIAL INC 3042 - 2024-03-31 77,433 $1,096,000 7,275
   UBS Group AG 3572 - 2024-03-31 66,999 $948,000 13,394
   FINANCIAL ENGINES ADVISORS L.L.C. 206 - 2024-03-31 60,647 $858,000 9,419
   IHT Wealth Management LLC 508 - 2024-03-31 52,500 $743,000 20,502
   Harel Insurance Investments & Financial Services L - 2024-03-31 39,414 $558,000 3,774
   PATHSTONE FAMILY OFFICE, LLC 1000 - 2023-09-30 35,220 $542,000 79
   Pathstone Holdings LLC 1666 - 2024-03-31 35,674 $505,000 17
   TRUST CO OF VERMONT 247 - 2024-03-31 27,458 $389,000 903
   Joel Isaacson & Co. LLC 245 - 2024-03-31 26,226 $371,000 3,579
   Ramirez Asset Management Inc. 177 - 2024-03-31 25,474 $360,000 1,703
   CITADEL ADVISORS LLC 4305 - 2024-03-31 19,147 $271,000 5,977
   THOMAS WHITE INTERNATIONAL LTD 208 - 2023-06-30 11,187 $211,000 2,948
   CITIGROUP INC 3286 - 2024-03-31 9,213 $130,000 2,225
   Goss Wealth Management LLC 2010 - 2024-03-31 8,072 $114,000 186
   Princeton Global Asset Management LLC 206 - 2024-03-31 6,494 $92,000 3
   CWM LLC 1988 - 2024-03-31 5,741 $81,000 3,000
   Steward Partners Investment Advisory LLC 2170 - 2024-03-31 3,100 $44,000 500
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2540 - 2024-03-31 793 $11,000 735
   HARBOUR INVESTMENTS INC. 2206 - 2023-12-31 495 $8,000 230
  20 Records found
  1    
  Page 1 of 1
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