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Invesco Global Listed Private Equity ETF

88 hedge funds and large institutions have $147M invested in Invesco Global Listed Private Equity ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
15
Increased
36
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$865K +$243K +3,148 +39%
Truist Financial
27
Truist Financial
North Carolina
$782K +$532K +6,877 +213%
SAM
28
SignalPoint Asset Management
Missouri
$769K -$149K -1,927 -16%
MML Investors Services
29
MML Investors Services
Massachusetts
$735K +$26.3K +340 +4%
FIM
30
Freedom Investment Management
Connecticut
$715K +$52.5K +679 +8%
BV
31
Boxwood Ventures
Illinois
$711K +$23.7K +306 +3%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$604K -$13.4K -174 -2%
MIS
33
Morningstar Investment Services
Illinois
$590K -$23.7K -306 -4%
AWM
34
Apollon Wealth Management
South Carolina
$578K +$578K +7,480 New
CW
35
CreativeOne Wealth
Kansas
$563K -$33.4K -432 -6%
FAM
36
Formidable Asset Management
Ohio
$533K -$17.4K -224 -3%
JPLA
37
Joseph P. Lucia & Associates
New York
$504K
KAS
38
Kestra Advisory Services
Texas
$493K +$8.65K +112 +2%
BJL
39
Brighton Jones LLC
Washington
$464K
Stifel Financial
40
Stifel Financial
Missouri
$444K +$32.4K +419 +8%
US Bancorp
41
US Bancorp
Minnesota
$390K +$161K +2,077 +70%
HighTower Advisors
42
HighTower Advisors
Illinois
$381K +$32.6K +421 +9%
BAM
43
BTS Asset Management
Massachusetts
$354K +$71.5K +925 +25%
RFN
44
RDA Financial Network
Iowa
$334K
UCFA
45
United Capital Financial Advisors
Texas
$312K +$77 +1 +0%
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$303K
RJFSA
47
Raymond James Financial Services Advisors
Florida
$299K -$809K -10,465 -73%
FRA
48
Frank Rimerman Advisors
California
$287K
AWCI
49
Alpine Woods Capital Investors
New York
$247K
ATPW
50
Ashton Thomas Private Wealth
Arizona
$242K +$242K +3,131 New