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Invesco Global Listed Private Equity ETF

94 hedge funds and large institutions have $158M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
39
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21.6M 314,298 +45,355 +17%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M 253,844 -7,281 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14M 202,671 +90,452 +81%
EWM
4
Endowment Wealth Management
Wisconsin
$13M 189,120 -1,153 -0.6%
LPL Financial
5
LPL Financial
California
$12.7M 184,894 +40,166 +28%
Wells Fargo
6
Wells Fargo
California
$9.48M 137,673 +29,929 +28%
AWA
7
Aletheian Wealth Advisors
Washington
$8.24M 119,663 +8,177 +7%
BWG
8
Beta Wealth Group
California
$5.06M 73,550 +73,550 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.83M 55,699 -555 -1%
Jane Street
10
Jane Street
New York
$3.44M 50,000 +17,630 +54%
TFP
11
Traction Financial Partners
Wyoming
$3.22M 46,707 -1,150 -2%
AWM
12
Axxcess Wealth Management
California
$3.05M 44,362 +2,831 +7%
AWM
13
Apollon Wealth Management
South Carolina
$2.88M 41,869 +37,682 +900%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.39M 36,346 +11,945 +49%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.28M 33,078 +3,270 +11%
Raymond James Financial
16
Raymond James Financial
Florida
$2.21M 32,113 +2,876 +10%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$2.05M 29,786 +17,859 +150%
Citadel Advisors
18
Citadel Advisors
Florida
$1.85M 26,854 +7,212 +37%
NAM
19
NTV Asset Management
West Virginia
$1.64M 23,795 -400 -2%
GRP
20
Global Retirement Partners
California
$1.35M 19,572 +19,572 New
NA
21
NewEdge Advisors
Louisiana
$1.31M 19,081 +2,009 +12%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.27M 18,447 +7,204 +64%
UBS Group
23
UBS Group
Switzerland
$1.26M 18,239 +1,145 +7%
LFASL
24
Lugano Financial Advisors SA (LFA)
Switzerland
$1.21M 17,575 +3,823 +28%
CG
25
Cynosure Group
Utah
$1.2M 17,419 +2,310 +15%