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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

77 hedge funds and large institutions have $101M invested in Invesco Global Listed Private Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
19
Closed
8
Calls
$502K
Puts
–
Net Calls
+$502K
Net Calls Change
-$143K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.56M
2
Wells Fargo
2
Wells Fargo
California
$12.2M
3
CCP
3
Cardan Capital Partners
Colorado
$1.52M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.67M
5
Bank of America
5
Bank of America
North Carolina
$5.93M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.07M
2
UBS Group
2
UBS Group
Switzerland
$1.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$571K
5
MIS
5
Morningstar Investment Services
Illinois
$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
$649K +$649K +8,943 New
Jane Street
27
Jane Street
New York
$571K -$1.12M -15,492 -66%
MML Investors Services
28
MML Investors Services
Massachusetts
$550K +$154K +2,124 +39%
Principal Financial Group
29
Principal Financial Group
Iowa
$540K -$218 -3 -0%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$522K +$143K +1,979 +38%
MP
31
McDonald Partners
Ohio
$499K -$30.7K -423 -6%
JPLA
32
Joseph P. Lucia & Associates
New York
$473K – – –
CW
33
CreativeOne Wealth
Kansas
$472K +$3.04K +42 +0.6%
FIM
34
Freedom Investment Management
Connecticut
$466K +$466K +6,427 New
BJL
35
Brighton Jones LLC
Washington
$435K – – –
KAS
36
Kestra Advisory Services
Texas
$429K +$18.4K +253 +4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$403K +$61.9K +853 +18%
Stifel Financial
38
Stifel Financial
Missouri
$384K -$200K -2,756 -34%
FRA
39
Frank Rimerman Advisors
California
$309K – – –
RFN
40
RDA Financial Network
Iowa
$306K – – –
UCFA
41
United Capital Financial Advisors
Texas
$293K +$72 +1 +0%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$284K -$19.6K -270 -6%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$271K -$256K – –
HighTower Advisors
44
HighTower Advisors
Illinois
$269K +$83.2K +1,132 +45%
Goldman Sachs
45
Goldman Sachs
New York
$267K -$16.3K -225 -6%
AWCI
46
Alpine Woods Capital Investors
New York
$232K – – –
OPCM
47
Osborne Partners Capital Management
California
$225K +$225K +3,101 New
SFS
48
Sowell Financial Services
Arkansas
$210K +$149K +1,914 +247%
SFG
49
Summit Financial Group
West Virginia
$195K +$195K +2,687 New
JWCA
50
J.W. Cole Advisors
Florida
$173K -$1.24K -17 -0.7%
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