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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14M
2
BWG
2
Beta Wealth Group
California
$5.06M
3
Bank of America
3
Bank of America
North Carolina
$21.6M
4
LPL Financial
4
LPL Financial
California
$12.7M
5
AWM
5
Apollon Wealth Management
South Carolina
$2.88M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
NYLIM
2
New York Life Investment Management
New York
$0
3
SWM
3
SeaCrest Wealth Management
New York
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Darwin Wealth Management
Florida
$1.19M 17,269 +4,157 +32%
GS
27
GTS Securities
New York
$1.18M 17,098 +5,313 +45%
Bessemer Group
28
Bessemer Group
New Jersey
$1.06M 15,398 +2,491 +19%
AI
29
Atria Investments
North Carolina
$994K 14,439 +14,439 New
ATS
30
Ashton Thomas Securities
New York
$904K 13,130 +13 +0.1%
LCWP
31
Legacy Capital Wealth Partners
Arkansas
$894K 12,978 -2,547 -16%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$780K 11,322 +984 +10%
FFA
33
Farther Finance Advisors
California
$748K 10,867 +400 +4%
FTUS
34
Flow Traders U.S.
New York
$727K 10,559 +10,559 New
VA
35
VestGen Advisors
Illinois
$591K 8,588 +1,471 +21%
Betterment LLC
36
Betterment LLC
New York
$574K 8,336 +90 +1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$528K 7,664 +510 +7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$493K 7,168 +2,062 +40%
HP
39
Holistic Planning
Texas
$482K 7,003 +551 +9%
CW
40
CreativeOne Wealth
Kansas
$456K 6,616 +6,616 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$449K 6,529 -564 -8%
PAG
42
Private Advisor Group
New Jersey
$417K 6,050 -46 -0.8%
BJL
43
Brighton Jones LLC
Washington
$413K 6,000 – –
JPLA
44
Joseph P. Lucia & Associates
New York
$397K 5,771 – –
BI
45
Ballast Inc
Kentucky
$397K 5,771 +5,771 New
FHA
46
Flagship Harbor Advisors
Massachusetts
$377K 5,474 -1,041 -16%
MSA
47
Marino Stram & Associates
Massachusetts
$376K 5,467 +5,467 New
FPCP
48
Fort Point Capital Partners
California
$368K 5,338 +5,338 New
BHBT
49
Burke & Herbert Bank & Trust
Virginia
$360K 5,225 +225 +5%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$359K 5,219 +160 +3%
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