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Get Institutions for : 
Invesco Global Clean Energy ETF (PBD)  
$14.48 0.07 (0.48%) as of 4:30 Fri 5/17


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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 : 
 $14.90  
Last Quarter's Ending Price : 
 $15.97  
Last Quarter's Average Price : 
 $14.61  
Change from last quarter's     
avg. price to the last closing  : 
0.13 (0.89%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            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
   MORGAN STANLEY 4456 - 2024-03-31 139,408 $1,973,000 -173,150
   MERCER GLOBAL ADVISORS INC /ADV 768 - 2024-03-31 119,182 $1,686,000 -423
   AMERIPRISE FINANCIAL INC 3042 - 2024-03-31 77,433 $1,096,000 7,275
   LPL FINANCIAL CORP 3090 - 2024-03-31 73,817 $1,045,000 -25,609
   UBS Group AG 3572 - 2024-03-31 66,999 $948,000 13,394
   JANE STREET GROUP LLC 3175 - 2024-03-31 64,945 $919,000 -134,257
   FINANCIAL ENGINES ADVISORS L.L.C. 206 - 2024-03-31 60,647 $858,000 9,419
   PARSEC FINANCIAL MANAGEMENT, INC. 170 - 2023-03-31 40,311 $794,000 -1,158
   Johnson Financial Group LLC 25 - 2024-03-31 53,192 $753,000 -191
   IHT Wealth Management LLC 508 - 2024-03-31 52,500 $743,000 20,502
   Colorado Capital Management Inc. 54 - 2024-03-31 51,546 $729,000 -3,751
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3160 *New 2024-03-31 43,560 $616,000 43,560
   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
   Compagnie Lombard Odier SCA 187 - 2024-03-31 37,400 $529,000 -21,000
   Pathstone Holdings LLC 1666 - 2024-03-31 35,674 $505,000 17
   STIFEL FINANCIAL CORP 2598 - 2024-03-31 35,045 $496,000 1
   ROYAL BANK OF CANADA 3487 - 2024-03-31 33,742 $477,000 -2,659
   COMMONWEALTH EQUITY SERVICES LLC. 2884 - 2024-03-31 31,352 $444,000 -27,423
   TRUST CO OF VERMONT 247 - 2024-03-31 27,458 $389,000 903
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2700 - 2024-03-31 26,260 $372,000 -3,405
   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
   MODERA WEALTH MANAGEMENT, LLC 457 - 2024-03-31 24,045 $340,000 -2,335
   WELLS FARGO & CO/MN 3698 - 2024-03-31 20,972 $297,000 -5,216
   CITADEL ADVISORS LLC 4305 - 2024-03-31 19,147 $271,000 5,977
   Perigon Wealth Management LLC 729 - 2024-03-31 17,679 $250,000 -539
   MATHER GROUP, INC. 490 - 2024-03-31 14,580 $233,000 0
   Advisor Group Holdings Inc. 3560 - 2024-03-31 15,857 $224,000 -3,044
   THOMAS WHITE INTERNATIONAL LTD 208 - 2023-06-30 11,187 $211,000 2,948
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1634 - 2023-09-30 12,330 $190,000 -775
   Pettinga Financial Advisors LLC 117 - 2024-03-31 11,754 $166,000 0
   CITIGROUP INC 3286 - 2024-03-31 9,213 $130,000 2,225
   Running Point Capital Advisors LLC 95 - 2024-03-31 9,045 $128,000 -186
   SOA Wealth Advisors LLC. 230 - 2024-03-31 8,380 $119,000 1
   J P MORGAN CHASE & CO 4423 - 2024-03-31 8,157 $115,000 -17,728
   Goss Wealth Management LLC 2010 - 2024-03-31 8,072 $114,000 186
   US BANCORP 2322 - 2024-03-31 7,592 $107,000 0
   Princeton Global Asset Management LLC 206 - 2024-03-31 6,494 $92,000 3
   Nelson Van Denburg & Campbell Wealth Management Gr 1015 *New 2024-03-31 6,324 $89,000 6,324
   CWM LLC 1988 - 2024-03-31 5,741 $81,000 3,000
   JFS WEALTH ADVISORS, LLC 360 - 2024-03-31 5,591 $79,000 -31,106
   HANSON MCCLAIN, INC. 1281 - 2024-03-31 3,653 $52,000 0
   Steward Partners Investment Advisory LLC 2170 - 2024-03-31 3,100 $44,000 500
   Smartleaf Asset Management LLC 620 *New 2024-03-31 2,400 $39,000 2,400
   Hartland & Co. LLC 856 - 2024-03-31 2,220 $32,000 0
   WHITTIER TRUST CO 1040 - 2024-03-31 2,023 $29,000 0
   Federation des caisses Desjardins du Quebec 1534 - 2024-03-31 2,080 $29,000 0
   Larson Financial Group LLC 813 - 2024-03-31 2,013 $28,000 1
   COMERICA BANK 2927 - 2024-03-31 1,930 $27,000 0
   PNC FINANCIAL SERVICES GROUP INC 3264 - 2024-03-31 1,891 $27,000 0
   Asset Dedication LLC 546 - 2024-03-31 1,833 $25,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2540 - 2024-03-31 793 $11,000 735
   NATIONAL BANK OF CANADA /FI/ 1971 - 2024-03-31 740 $10,000 -125
   Pacific Center for Financial Services 280 - 2023-12-31 643 $10,000 4
   BANK OF AMERICA CORP /DE/ 5809 - 2024-03-31 635 $9,000 0
   CGC Financial Services LLC 216 - 2024-03-31 645 $9,000 0
   HARBOUR INVESTMENTS INC. 2206 - 2023-12-31 495 $8,000 230
   Qube Research & Technologies Ltd 3311 - 2024-03-31 537 $8,000 0
   BANK OF MONTREAL /CAN/ 3242 - 2024-03-31 499 $7,000 0
   FIFTH THIRD BANCORP 2054 - 2024-03-31 366 $5,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 409 - 2024-03-31 290 $4,000 0
   Aptus Capital Advisors LLC 1079 - 2024-03-31 290 $4,000 0
   Westside Investment Management Inc. 729 - 2024-03-31 200 $3,000 0
   SIGNATUREFD, LLC 2673 *New 2024-03-31 200 $3,000 200
   Financial Connections Group Inc. - 2024-03-31 200 $3,000 0
   Ronald Blue Trust Inc. 1776 *New 2024-03-31 187 $3,000 187
   GPS Wealth Strategies Group LLC 1135 - 2024-03-31 161 $2,000 -60
   First Command Advisory Services Inc. 458 - 2024-03-31 112 $2,000 0
   FSA Wealth Management LLC 544 - 2024-03-31 136 $2,000 0
   ST GERMAIN D J CO INC 714 - 2024-03-31 80 $1,000 0
   Capital Investment Advisory Services LLC 922 - 2024-03-31 48 $1,000 0
   ANCORA ADVISORS, LLC 1541 - 2024-03-31 100 $1,000 0
   OLD MISSION CAPITAL LLC 829 *Closed 2024-03-31 0 $0 -62,835
   MATRIX PRIVATE CAPITAL GROUP LLC 147 *Closed 2024-03-31 0 $0 -524
   FMR LLC 4853 - 2024-03-31 1 $0 1
   Focused Wealth Management Inc 514 *Closed 2024-03-31 0 $0 -53
   TWO SIGMA SECURITIES LLC 1886 *Closed 2024-03-31 0 $0 -10,321
   ADVISORY SERVICES NETWORK, LLC 2773 *Closed 2024-03-31 0 $0 -482
   TUCKER ASSET MANAGEMENT LLC 1028 *Closed 2023-12-31 0 $0 -7
   Farther Finance Advisors LLC 3121 *Closed 2024-03-31 0 $0 -198
   Bank Julius Baer & Co. Ltd Zurich 556 *Closed 2024-03-31 0 $0 -120
   PROEQUITIES INC. 8596 - 2024-03-31 0 $0 0
   ALPHAMARK ADVISORS LLC 819 *Closed 2024-03-31 0 $0 -40
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 710 *Closed 2024-03-31 0 $0 -27,225
  86 Records found
  1    
  Page 1 of 1
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