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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

88 hedge funds and large institutions have $74.8M invested in Invesco Global Listed Private Equity ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
30
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.02M
2
CA
2
Cetera Advisors
Colorado
$3.39M
3
Jane Street
3
Jane Street
New York
$1.14M
4
DWM
4
Darwin Wealth Management
Florida
$2.16M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.46M

Top Sellers

1
FWA
1
FOCUS Wealth Advisors
Texas
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$5.98M
4
FZCM
4
Flynn Zito Capital Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$7.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$474K +$474K +9,663 New
BV
27
Boxwood Ventures
Illinois
$459K +$4.66K +95 +1%
CW
28
CreativeOne Wealth
Kansas
$457K +$40.5K +825 +10%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$410K -$21.4K -437 -5%
Truist Financial
30
Truist Financial
North Carolina
$405K -$208K -4,232 -34%
FIM
31
Freedom Investment Management
Connecticut
$358K -$42.4K -863 -11%
AWM
32
Apollon Wealth Management
South Carolina
$332K -$89.5K -1,823 -21%
JPLA
33
Joseph P. Lucia & Associates
New York
$320K – – –
ATPW
34
Ashton Thomas Private Wealth
Arizona
$316K +$39.3K +800 +14%
FAM
35
Formidable Asset Management
Ohio
$309K -$20.3K -408 -6%
JIP
36
Jaffetilchin Investment Partners
Florida
$308K -$12.3K -250 -4%
BAM
37
BTS Asset Management
Massachusetts
$300K +$173K +6,217 +136%
KAS
38
Kestra Advisory Services
Texas
$298K -$6.64K -135 -2%
BJL
39
Brighton Jones LLC
Washington
$295K – – –
MP
40
McDonald Partners
Ohio
$288K -$13.3K -270 -4%
AWS
41
Atria Wealth Solutions
New York
$258K +$258K +5,262 New
IA
42
IFP Advisors
Florida
$254K – – –
PAG
43
Private Advisor Group
New Jersey
$228K +$1.96K +40 +0.9%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$212K -$1.62K -33 -0.8%
RFN
45
RDA Financial Network
Iowa
$202K – – –
UCFA
46
United Capital Financial Advisors
Texas
$200K – – –
OC
47
Oppenheimer & Co
New York
$198K +$198K +4,034 New
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$197K – – –
RJFSA
49
Raymond James Financial Services Advisors
Florida
$191K -$10.4K -212 -5%
EH
50
Equitable Holdings
New York
$190K +$6.43K +131 +3%
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