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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $103M invested in Invesco Global Listed Private Equity ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$12.4M
3
Truist Financial
3
Truist Financial
North Carolina
$992K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.99M
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$1.55M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$178K
2
Morgan Stanley
2
Morgan Stanley
New York
$11.4M
3
Wells Fargo
3
Wells Fargo
California
$15.5M
4
Jane Street
4
Jane Street
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$399K +$19.9K +311 +5%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$391K -$5.18K -81 -1%
BJL
28
Brighton Jones LLC
Washington
$384K – – –
IWS
29
Insight Wealth Strategies
California
$373K -$45.9K -718 -11%
WP
30
WealthSource Partners
California
$370K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$365K +$1.35K +21 +0.4%
Principal Financial Group
32
Principal Financial Group
Iowa
$349K +$10.9K +170 +3%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$343K – – –
AP
34
Advisors Preferred
Maryland
$316K -$21.2K -331 -6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$284K +$12.6K +197 +5%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$277K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$277K +$14.6K +232 +6%
CW
38
CreativeOne Wealth
Kansas
$261K +$55.7K +872 +27%
DAS
39
Dynamic Advisor Solutions
Arizona
$260K +$39.5K +617 +18%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$259K -$38.9K -608 -13%
UCFA
41
United Capital Financial Advisors
Texas
$258K – – –
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$258K – – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$258K +$64 +1 +0%
SFP
44
Strategic Financial Partners
Oregon
$254K +$254K +3,967 New
JWCA
45
J.W. Cole Advisors
Florida
$203K +$203K +3,178 New
AWE
46
Avidian Wealth Enterprises
Texas
$178K -$9.48M -148,237 -98%
JWS
47
Juncture Wealth Strategies
Arizona
$154K -$27.9K -438 -15%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$146K -$121K -1,899 -45%
PAS
49
Park Avenue Securities
New York
$141K +$141K +2,201 New
RFN
50
RDA Financial Network
Iowa
$139K – – –
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