Vault-13

INVESCO EXCH TRADED FD TR II PBD

GBL CLEAN ENRG · ETP · CUSIP 46138G847

75 institutional holders +4 vs Q4 2025
5,390,4095.4m shares reported held*
$97.5mreported value*
10 new 23 added 19 reduced 4 sold out net sold ≈ $4.4m (-250.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.09.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 75Q4 22: 74Q1 23: 74Q2 23: 74Q3 23: 75Q4 23: 78Q1 24: 74Q2 24: 74Q3 24: 72Q4 24: 75Q1 25: 63Q2 25: 64Q3 25: 60Q4 25: 71Q1 26: 7575Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202275
Q4 202274
Q1 202374
Q2 202374
Q3 202375
Q4 202378
Q1 202474
Q2 202474
Q3 202472
Q4 202475
Q1 202563
Q2 202564
Q3 202560
Q4 202571
Q1 202675

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 23 bought or addedQ2 24: 27 cut or sold outQ3 24: 23 bought or addedQ3 24: 23 cut or sold outQ3 24Q4 24: 25 bought or addedQ4 24: 28 cut or sold outQ1 25: 25 bought or addedQ1 25: 32 cut or sold outQ1 25Q2 25: 20 bought or addedQ2 25: 23 cut or sold outQ3 25: 23 bought or addedQ3 25: 23 cut or sold outQ3 25Q4 25: 35 bought or addedQ4 25: 20 cut or sold outQ1 26: 33 bought or addedQ1 26: 23 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242327
Q3 20242323
Q4 20242528
Q1 20252532
Q2 20252023
Q3 20252323
Q4 20253520
Q1 20263323

Biggest buyers

TRUIST FINANCIAL CORP New +209,137+209.1k
Hennion & Walsh Asset Management, Inc. Added +120,268+120.3k
Cetera Investment Advisers Added +99,637+99.6k
FIG FINANCIAL ADVISORY SERVICES INC /ADV New +92,058+92.1k
JANE STREET GROUP, LLC Added +67,182+67.2k
Equitable Holdings, Inc. New +24,184+24.2k
RAYMOND JAMES FINANCIAL INC Added +22,674+22.7k
WELLS FARGO & COMPANY/MN Added +18,752+18.8k
Harel Insurance Investments & Financial Services Ltd. Added +15,429+15.4k
Quantinno Capital Management LP New +15,426+15.4k

Biggest sellers

MORGAN STANLEY Reduced -740,673-740.7k
LPL Financial LLC Reduced -103,017-103.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -56,490-56.5k
STIFEL FINANCIAL CORP Reduced -31,680-31.7k
HighTower Advisors, LLC Reduced -18,146-18.1k
ROYAL BANK OF CANADA Reduced -6,519-6.5k
Cambridge Investment Research Advisors, Inc. Reduced -6,482-6.5k
Financial Engines Advisors L.L.C. Reduced -4,470-4.5k
AMERIPRISE FINANCIAL INC Reduced -4,036-4.0k
Nilsine Partners, LLC Reduced -2,380-2.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,899,7871.9m $34.1m $34.1m 0.04% Reduced -18.1k -18,146
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 446,427446.4k $8.0m $8.0m 0.00% Reduced -740.7k -740,673
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 408,817408.8k $7.3m $7.3m 0.00% Added +22.7k +22,674
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 336,169336.2k $6.0m $6.0m 0.00% Reduced -6.5k -6,519
5 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 215,297215.3k $3.9m $3.9m 0.01% Unchanged
6 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 209,137209.1k $3.7m $3.7m 0.01% New
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 172,323172.3k $3.1m $3.1m 0.00% Added +8.5k +8,533
8 Hennion & Walsh Asset Management, Inc. 0.12% of their portfolio Parsippany, NJ 158,118158.1k $3.5m $3.5m 0.12% Added +120.3k +120,268
9 Harel Insurance Investments & Financial Services Ltd. 0.02% of their portfolio Ramat Gan, L3 148,261148.3k $2.7m $2.7m 0.02% Added +15.4k +15,429
10 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 138,148138.1k $2.5m $2.5m 0.00% Reduced -31.7k -31,680
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 118,175118.2k $2.1m $2.1m 0.00% Reduced -4.0k -4,036
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 117,075117.1k $2.1m $2.1m 0.00% Added +99.6k +99,637
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 115,395115.4k $2.1m $2.1m 0.00% Reduced -103.0k -103,017
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 100,225100.2k $1.8m $1.8m 0.00% Added +67.2k +67,182
15 FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.03% of their portfolio OKLAHOMA CITY, OK 92,05892.1k $1.7m $1.7m 1.03% New
16 Nilsine Partners, LLC 0.14% of their portfolio GREENWOOD VILLAGE, CO 89,44189.4k $1.8m $1.8m 0.14% Reduced -2.4k -2,380
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 74,76974.8k $1.3m $1.3m 0.00% Added +18.8k +18,752
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 62,35962.4k $1.1m $1.1m 0.00% Reduced -76 -76
19 Global View Capital Management LLC 0.26% of their portfolio WAUKESHA, WI 54,31854.3k $973.9k $973.9k 0.26% Reduced -1.1k -1,124
20 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 45,70645.7k $819.5k $819.5k 0.00% Reduced -4.5k -4,470
21 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 28,64028.6k $513.5k $513.5k 0.00% Added +1.8k +1,756
22 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 28,14828.1k $504.7k $504.7k 0.01% Reduced -611 -611
23 Wellington Shields & Co., LLC 0.12% of their portfolio NEW YORK, NY 25,80925.8k $462.8k $462.8k 0.12% Added +2 +2
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,17725.2k $451.0k $451.0k 0.00% Reduced -6.5k -6,482
25 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 24,18424.2k $433.6k $433.6k 0.00% New
26 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 22,53222.5k $404.2k $404.2k 0.01% Reduced -562 -562
27 Johnson Financial Group, LLC 0.03% of their portfolio Denver, CO 22,30622.3k $399.9k $399.9k 0.03% Unchanged
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,74620.7k $372.0k $372.0k 0.00% Added +1.2k +1,184
29 MinichMacGregor Wealth Management, LLC 0.07% of their portfolio Saratoga Springs, NY 20,56720.6k $368.8k $368.8k 0.07% Reduced -1.4k -1,415
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,68417.7k $317.1k $317.1k 0.00% Added +7 +7
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 15,65115.7k $273.7k $273.7k 0.00% Added +4.0k +4,018
32 Colorado Capital Management, Inc. 0.10% of their portfolio BOULDER, CO 15,63915.6k $280.0k $280.0k 0.10% Unchanged
33 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 15,42615.4k $276.6k $276.6k 0.00% New
34 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 14,82514.8k $265.8k $265.8k 0.00% Unchanged
35 Western Financial Corp/CA 0.09% of their portfolio SAN DIEGO, CA 12,11212.1k $217.2k $217.2k 0.09% New
36 Princeton Global Asset Management LLC 0.03% of their portfolio PRINCETON, NJ 11,71811.7k $210.1k $210.1k 0.03% Added +5.0k +5,013
37 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 11,47711.5k $205.8k $205.8k 0.01% New
38 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 8,4608.5k $151.7k $151.7k 0.03% Added +2 +2
39 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7,1927.2k $129.0k $129.0k 0.00% Unchanged
40 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 4,7004.7k $84.3k $84.3k 0.00% Reduced -204 -204
41 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 4,4174.4k $79.2k $79.2k 0.00% Added +5 +5
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,9584.0k $71.0k $71.0k 0.00% Reduced -117 -117
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,6353.6k $63.1k $63.1k 0.00% Reduced -58 -58
44 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 3,4893.5k $62.6k $62.6k 0.00% Reduced -2.2k -2,217
45 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 2,2202.2k $39.8k $39.8k 0.00% Unchanged
46 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,9842.0k $35.6k $35.6k 0.00% Unchanged
47 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,6911.7k $30.3k $30.3k 0.00% Unchanged
48 Ritter Daniher Financial Advisory LLC / DE 0.00% of their portfolio CINCINNATI, OH 1,5521.6k $27.8k $27.8k 0.00% Added +2 +2
49 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 1,0951.1k $19.6k $19.6k 0.00% Unchanged
50 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,0431.0k $18.7k $18.7k 0.00% Added +600 +600
51 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 1,0001.0k $17.9k $17.9k 0.00% Unchanged
52 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 762762 $13.7k $13.7k 0.00% Unchanged
53 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 758758 $13.6k $13.6k 0.00% Unchanged
54 CWM, LLC 0.00% of their portfolio OMAHA, NE 746746 $13.4k $13.4k 0.00% Added +1 +1
55 EASTERN BANK 0.00% of their portfolio BOSTON, MA 690690 $12.4k $12.4k 0.00% New
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 657657 $11.8k $11.8k 0.00% Added +207 +207
57 CGC Financial Services, LLC 0.00% of their portfolio LAKE OSWEGO, OR 645645 $11.6k $11.6k 0.00% Unchanged
58 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 644644 $11.5k $11.5k 0.00% New
59 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 580580 $10.5k $10.5k 0.00% Unchanged
60 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 480480 $8.6k $8.6k 0.00% New
61 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 479479 $8.6k $8.6k 0.00% Unchanged
62 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 433433 $7.8k $7.8k 0.00% Added +1 +1
63 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 402402 $7.2k $7.2k 0.00% Added +36 +36
64 Pacific Center for Financial Services 0.00% of their portfolio DANVILLE, CA 375375 $6.7k $6.7k 0.00% Added +2 +2
65 Evelyn Partners Investment Management Services Ltd 0.00% of their portfolio London, X0 346346 $6.2k $6.2k 0.00% Unchanged
66 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 290290 $5.2k $5.2k 0.00% Unchanged
67 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 290290 $5.2k $5.2k 0.00% New
68 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 200200 $3.6k $3.6k 0.00% Unchanged
69 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 157157 $3.4k $3.4k 0.00% Added +1 +1
70 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 109109 $2.0k $2.0k 0.00% Unchanged
71 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 100100 $1.8k $1.8k 0.00% Unchanged
72 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 100100 $1.8k $1.8k 0.00% Unchanged
73 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 5353 $950 $950 0.00% Reduced -144 -144
74 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2727 $484 $484 0.00% Unchanged
75 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 44 $72 $72 0.00% Unchanged