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Invesco Global Listed Private Equity ETF

95 hedge funds and large institutions have $130M invested in Invesco Global Listed Private Equity ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
45
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
26
American Portfolios Advisors
New York
$959K +$310K +4,134 +48%
DWM
27
Darwin Wealth Management
Florida
$948K +$332K +4,432 +54%
RJA
28
Raymond James & Associates
Florida
$929K +$41.8K +558 +5%
SAM
29
SignalPoint Asset Management
Missouri
$890K -$14.5K -193 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$756K +$206K +2,750 +37%
MML Investors Services
31
MML Investors Services
Massachusetts
$686K +$89.1K +1,191 +15%
BV
32
Boxwood Ventures
Illinois
$666K +$666K +8,887 New
FIM
33
Freedom Investment Management
Connecticut
$642K +$91.9K +1,226 +17%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$602K -$3.44K -46 -0.6%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$599K +$20.8K +278 +4%
MIS
36
Morningstar Investment Services
Illinois
$595K -$429K -5,723 -42%
Principal Financial Group
37
Principal Financial Group
Iowa
$594K +$21.7K +290 +4%
CW
38
CreativeOne Wealth
Kansas
$578K +$78.8K +1,052 +16%
FAM
39
Formidable Asset Management
Ohio
$531K -$140K -1,873 -21%
JPLA
40
Joseph P. Lucia & Associates
New York
$489K
MP
41
McDonald Partners
Ohio
$474K -$27K -360 -5%
KAS
42
Kestra Advisory Services
Texas
$470K +$14.1K +188 +3%
BJL
43
Brighton Jones LLC
Washington
$449K
Stifel Financial
44
Stifel Financial
Missouri
$399K -$10.8K -144 -3%
CAN
45
Cetera Advisor Networks
California
$365K +$365K +4,875 New
HighTower Advisors
46
HighTower Advisors
Illinois
$337K +$29.5K +393 +10%
RFN
47
RDA Financial Network
Iowa
$323K
UCFA
48
United Capital Financial Advisors
Texas
$303K +$975 +13 +0.3%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$293K +$449 +6 +0.2%
FRA
50
Frank Rimerman Advisors
California
$278K