PBD Institutional Ownership
Invesco Global Clean Energy ETF
1W: +0.9%
1M: -8.3%
3M: -16.7%
YTD: -9.0%
1Y: -10.4%
3Y: +20.4%
5Y: -46.6%
$15.57
+0.43 (+2.84%)
After Hours: $15.05 (-0.52, -3.31%)
Weekly Expected Move ±4.1%
$14
$15
$15
$16
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PBD
89
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
108M
Total Invested
13
New Positions
26
Increased
34
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (94 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1,884,717 | 29M | -15,070 | -0.8% | 3Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 407,414 | 6M | -1,403 | -0.3% | 7Q | SEC ↗ |
| 3 | MORGAN STANLEY | 381,151 | 6M | -65,276 | -14.6% | 33Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 351,680 | 5M | +15,511 | +4.6% | 33Q | SEC ↗ |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 214,187 | 3M | -1,110 | -0.5% | 30Q | SEC ↗ |
| 6 | TRUIST FINANCIAL CORP | 210,974 | 3M | +1,837 | +0.9% | 2Q | SEC ↗ |
| 7 | UBS Group AG | 176,341 | 3M | +4,018 | +2.3% | 33Q | SEC ↗ |
| 8 | Harel Insurance Investments & Financia | 165,087 | 2M | +16,826 | +11.3% | 14Q | SEC ↗ |
| 9 | BFC Planning, Inc. | 139,094 | 2M | +3,979 | +2.9% | 3Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 138,418 | 2M | +270 | +0.2% | 33Q | SEC ↗ |
| 11 | LPL Financial LLC | 131,279 | 2M | +15,884 | +13.8% | 33Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 116,339 | 2M | -736 | -0.6% | 3Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 114,452 | 2M | -3,723 | -3.2% | 16Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 91,239 | 1M | +16,470 | +22.0% | 33Q | SEC ↗ |
| 15 | Nilsine Partners, LLC | 90,082 | 1M | +641 | +0.7% | 3Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 73,266 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 61,943 | 938K | -416 | -0.7% | 3Q | SEC ↗ |
| 18 | BERTHEL, FISHER & COMPANY FINANCIAL SE | 52,488 | 795K | -676 | -1.3% | 3Q | SEC ↗ |
| 19 | FLOW TRADERS U.S. LLC NEW | 48,221 | 730K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 40,844 | 618K | -4,862 | -10.6% | 31Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 40,280 | 610K | -59,945 | -59.8% | 16Q | SEC ↗ |
| 22 | Hennion & Walsh Asset Management, Inc. | 39,615 | 600K | -118,503 | -74.9% | 3Q | SEC ↗ |
| 23 | Quantinno Capital Management LP | 38,106 | 577K | +22,680 | +147.0% | 2Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 37,491 | 568K | +33,856 | +931.4% | 23Q | SEC ↗ |
| 25 | Prospera Financial Services Inc | 30,874 | 467K | +8,342 | +37.0% | 3Q | SEC ↗ |
| 26 | Private Advisor Group, LLC | 30,791 | 466K | +2,151 | +7.5% | 3Q | SEC ↗ |
| 27 | Equitable Holdings, Inc. | 30,370 | 460K | +6,186 | +25.6% | 2Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 30,042 | 455K | +4,865 | +19.3% | 3Q | SEC ↗ |
| 29 | INDEPENDENT FINANCIAL GROUP, LLC | 28,559 | 432K | +411 | +1.5% | 3Q | SEC ↗ |
| 30 | Wellington Shields & Co., LLC | 25,454 | 385K | -355 | -1.4% | 3Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 19,670 | 298K | +1,986 | +11.2% | 33Q | SEC ↗ |
| 32 | TRUST CO OF VERMONT | 19,506 | 295K | -100 | -0.5% | 1Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. | 19,249 | 291K | -1,497 | -7.2% | 26Q | SEC ↗ |
| 34 | MinichMacGregor Wealth Management, LLC | 18,771 | 284K | -1,796 | -8.7% | 3Q | SEC ↗ |
| 35 | KKM Financial LLC NEW | 17,089 | 259K | — | +0.0% | 1Q | SEC ↗ |
| 36 | JONES FINANCIAL COMPANIES LLLP | 16,630 | 252K | +979 | +6.3% | 9Q | SEC ↗ |
| 37 | Johnson Financial Group, LLC | 14,903 | 226K | -7,403 | -33.2% | 11Q | SEC ↗ |
| 38 | MATHER GROUP, LLC. | 14,825 | 224K | — | +0.0% | 11Q | SEC ↗ |
| 39 | Colorado Capital Management, Inc. | 14,764 | 224K | -875 | -5.6% | 21Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC NEW | 13,896 | 210K | — | +0.0% | 1Q | SEC ↗ |
| 41 | GOLDMAN SACHS GROUP INC NEW | 13,499 | 204K | — | +0.0% | 1Q | SEC ↗ |
| 42 | DAVENPORT & Co LLC NEW | 13,288 | 201K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Princeton Global Asset Management LLC | 13,237 | 200K | +1,519 | +13.0% | 26Q | SEC ↗ |
| 44 | Western Financial Corp/CA | 12,014 | 182K | -98 | -0.8% | 2Q | SEC ↗ |
| 45 | Global View Capital Management LLC | 11,824 | 179K | -42,494 | -78.2% | 4Q | SEC ↗ |
| 46 | Willow Creek Capital Management, Inc. NEW | 11,798 | 179K | — | +0.0% | 1Q | SEC ↗ |
| 47 | PFG Investments, LLC | 10,386 | 157K | -1,091 | -9.5% | 2Q | SEC ↗ |
| 48 | SOA Wealth Advisors, LLC. | 8,467 | 128K | +7 | +0.1% | 23Q | SEC ↗ |
| 49 | US BANCORP \DE | 7,192 | 109K | — | +0.0% | 33Q | SEC ↗ |
| 50 | SBI Securities Co., Ltd. | 4,670 | 71K | -30 | -0.6% | 7Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 73,266 | 1M |
| FLOW TRADERS U.S. LLC | 48,221 | 730K |
| KKM Financial LLC | 17,089 | 259K |
| CITADEL ADVISORS LLC | 13,896 | 210K |
| GOLDMAN SACHS GROUP INC | 13,499 | 204K |
| DAVENPORT & Co LLC | 13,288 | 201K |
| Willow Creek Capital Management, In | 11,798 | 179K |
| Institute for Wealth Management, LL | 4,153 | 63K |
| Integrated Wealth Concepts LLC | 3,755 | 57K |
| MCDONALD PARTNERS LLC | 2,350 | 36K |
| Harborfront Financial Group LLC | 703 | 11K |
| EverSource Wealth Advisors, LLC | 545 | 8K |
| Evelyn Partners Group Ltd | 346 | 5K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 92,058 | 1M |
| MAI Capital Management | 4,417 | 67K |
| Western Wealth Management, LLC | 1,463 | 22K |
| Kestra Advisory Services, LLC | 1,335 | 20K |
| EASTERN BANK | 690 | 10K |
| SIMPLEX TRADING, LLC | 644 | 10K |
| Advisory Services Network, LLC | 480 | 7K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 290 | 4K |
| Millstone Evans Group, LLC | 235 | 4K |
| Financial Connections Group, Inc. | 200 | 3K |
| Sound Income Strategies, LLC | 109 | 2K |
| Qube Research & Technologies Ltd | 53 | 1K |
| AE Wealth Management LLC | 4 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +33,856 | +931.4% | 37,491 |
| Quantinno Capital Management LP | +22,680 | +147.0% | 38,106 |
| Harel Insurance Investments & Finan | +16,826 | +11.3% | 165,087 |
| WELLS FARGO & COMPANY/MN | +16,470 | +22.0% | 91,239 |
| LPL Financial LLC | +15,884 | +13.8% | 131,279 |
| ROYAL BANK OF CANADA | +15,511 | +4.6% | 351,680 |
| Prospera Financial Services Inc | +8,342 | +37.0% | 30,874 |
| Equitable Holdings, Inc. | +6,186 | +25.6% | 30,370 |
| Cambridge Investment Research Advis | +4,865 | +19.3% | 30,042 |
| UBS Group AG | +4,018 | +2.3% | 176,341 |
| BFC Planning, Inc. | +3,979 | +2.9% | 139,094 |
| Private Advisor Group, LLC | +2,151 | +7.5% | 30,791 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,986 | +11.2% | 19,670 |
| TRUIST FINANCIAL CORP | +1,837 | +0.9% | 210,974 |
| Princeton Global Asset Management L | +1,519 | +13.0% | 13,237 |
| JONES FINANCIAL COMPANIES LLLP | +979 | +6.3% | 16,630 |
| Steward Partners Investment Advisor | +817 | +107.8% | 1,575 |
| Nilsine Partners, LLC | +641 | +0.7% | 90,082 |
| INDEPENDENT FINANCIAL GROUP, LLC | +411 | +1.5% | 28,559 |
| STIFEL FINANCIAL CORP | +270 | +0.2% | 138,418 |