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PBD — INVESCO GLOBAL CLEAN ENERGY

Reported value held$14.14M
Funds holding (latest)10
Sector—
Funds holding (Q2 2026)8
Institutional value$14.08M · 719.15K sh
New / Add / Cut / Exit3 / 2 / 2 / 0
Top-5 / Top-10 concentration97.4% / 100.0%
Institutional holdings change Accumulating +2.9% (+19.98K sh)
Institutional value change Up +12.3%

As of Q2 2026, 8 SEC-registered investment managers reported holding PBD (INVESCO GLOBAL CLEAN ENERGY) in their latest 13F filings, with a combined reported value of $14.08M across 719.15K shares. That is +2.9% by share count (+19.98K shares) versus the previous quarter, while reported value moved +12.3%. Ownership is concentrated: the five largest holders account for 97.4% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 8 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 381.15K $7.47M 0.00% Reduce
UBS Group AG history 176.34K $3.46M 0.00% Add
Wells Fargo & Co history 91.24K $1.79M 0.00% Add
JPMorgan Chase & Co history 37.49K $720.58K 0.00% New
Citadel Advisors history 13.90K $272.36K 0.00% New
Goldman Sachs Group history 13.50K $264.58K 0.00% New
Citigroup Inc history 3.84K $75.28K 0.00% Reduce
PNC Financial Services history 1.69K $33.14K 0.00% Hold

Q1 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 446.43K $8.00M 0.00% Reduce
UBS Group AG history 172.32K $3.09M 0.00% Add
Wells Fargo & Co history 74.77K $1.34M 0.00% Add
Citigroup Inc history 3.96K $70.97K 0.00% Reduce
PNC Financial Services history 1.69K $30.32K 0.00% Hold

Q4 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.19M $19.09M 0.00% Add
UBS Group AG history 163.79K $2.63M 0.00% Add
Wells Fargo & Co history 56.02K $900.88K 0.00% Add
Citigroup Inc history 4.08K $65.54K 0.00% Add
JPMorgan Chase & Co history 3.69K $59.39K 0.00% Add
PNC Financial Services history 1.69K $27.20K 0.00% Hold

Q3 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 124.39K $1.87M 0.00% Reduce
UBS Group AG history 36.62K $551.79K 0.00% Add
Wells Fargo & Co history 17.93K $270.12K 0.00% Add
Bank of America Corp history 4.08K $61.44K 0.00% Reduce
Citigroup Inc history 3.96K $59.65K 0.00% Hold
JPMorgan Chase & Co history 3.66K $55.20K 0.00% Reduce
PNC Financial Services history 1.69K $25.48K 0.00% Hold

Q2 2025 — 9 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 141.72K $1.79M 0.00% Reduce
Citadel Advisors history 96.77K $1.22M 0.00% Reduce
UBS Group AG history 35.38K $445.79K 0.00% Add
Wells Fargo & Co history 16.17K $203.74K 0.00% Reduce
Bank of America Corp history 11.64K $146.71K 0.00% Add
JPMorgan Chase & Co history 4.34K $54.65K 0.00% Reduce
Citigroup Inc history 3.96K $49.88K 0.00% Hold
PNC Financial Services history 1.69K $21.31K 0.00% Add
Fidelity Management & Research (FMR) history 1 $13 0.00% Hold

Q1 2025 — 9 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 167.47K $1.77M 0.00% Add
Citadel Advisors history 147.01K $1.55M 0.00% Add
Wells Fargo & Co history 16.95K $178.60K 0.00% Hold
UBS Group AG history 11.47K $120.86K 0.00% Reduce
JPMorgan Chase & Co history 10.52K $110.85K 0.00% Reduce
Bank of America Corp history 8.93K $94.11K 0.00% Add
Citigroup Inc history 3.96K $41.72K 0.00% Reduce
PNC Financial Services history 1.49K $15.71K 0.00% Hold
Fidelity Management & Research (FMR) history 1 $11 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 10 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Morgan Stanley 381.15K 446.43K 1.19M 124.39K 141.72K 167.47K 162.70K 147.01K 138.81K 139.41K 312.56K 100.02K 82.11K 82.82K 88.02K 184.99K 175.04K 171.59K 179.28K 240.38K
UBS Group AG 176.34K 172.32K 163.79K 36.62K 35.38K 11.47K 28.89K 39.82K 64.98K 67.00K 53.60K 151.34K 58.44K 85.36K 69.10K 61.18K 62.73K 49.02K 41.18K 129.57K
Wells Fargo & Co 91.24K 74.77K 56.02K 17.93K 16.17K 16.95K 16.97K 19.07K 17.10K 20.97K 26.19K 141.30K 136.73K 129.80K 81.11K 84.80K 81.83K 81.21K 63.20K 119.39K
JPMorgan Chase & Co 37.49K — 3.69K 3.66K 4.34K 10.52K 39.74K 12.81K 9.25K 8.16K 25.89K 15.31K 16.36K 16.65K 16.65K 18.57K 18.57K 15.22K 1.90M 2.72M
Citadel Advisors 13.90K — — — 96.77K 147.01K 75.51K 23.59K 23.83K 19.15K 13.17K — 39.75K — 13.44K — 84.94K 54.13K 34.69K 56.71K
Goldman Sachs Group 13.50K — — — — — — — — — — — — — — — — — — —
Citigroup Inc 3.84K 3.96K 4.08K 3.96K 3.96K 3.96K 9.07K 8.79K 9.14K 9.21K 6.99K 27.48K 19.37K 17.35K 17.35K 9.23K 2.39K 2.39K 600 600
PNC Financial Services 1.69K 1.69K 1.69K 1.69K 1.69K 1.49K 1.49K 1.49K 1.89K 1.89K 1.89K 4.49K 4.89K 2.29K 2.29K 2.29K 2.29K 2.29K 2.29K 2.29K
Bank of America Corp — — — 4.08K 11.64K 8.93K 635 635 635 635 635 2.84K 2.08K 2.08K 1.45K — — — — 89
Fidelity Management & Research (FMR) — — — — 1 1 — 2 57 1 — 1 — — — — — — 234 517

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