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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

98 hedge funds and large institutions have $81.5M invested in Invesco Global Listed Private Equity ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
26
Reduced
36
Closed
17
Calls
–
Puts
$317K
Net Calls
-$317K
Net Calls Change
+$15K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.96M
3
EWM
3
Endowment Wealth Management
Wisconsin
$9.83M
4
SOS
4
Silver Oak Securities
Tennessee
$1M
5
AWA
5
Aletheian Wealth Advisors
Washington
$4.55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$13K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.84M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$6.67M
5
FZCM
5
Flynn Zito Capital Management
New York
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$545K 53,937 -439 -0.8%
BV
27
Boxwood Ventures
Illinois
$476K 47,130 – –
RJA
28
Raymond James & Associates
Florida
$426K 42,151 -13,944 -25%
PAG
29
Private Advisor Group
New Jersey
$414K 40,900 +16,374 +67%
PAS
30
Park Avenue Securities
New York
$362K 35,783 -2,601 -7%
JPLA
31
Joseph P. Lucia & Associates
New York
$323K 31,914 -700 -2%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$304K 30,115 -79,581 -73%
BJL
33
Brighton Jones LLC
Washington
$303K 30,000 – –
FFS
34
Founders Financial Securities
Maryland
$301K 29,815 -777 -3%
FAM
35
Formidable Asset Management
Ohio
$296K 29,175 – –
KAS
36
Kestra Advisory Services
Texas
$273K 26,955 -457 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$272K 27,145 -760 -3%
FZCM
38
Flynn Zito Capital Management
New York
$263K 25,979 -89,285 -77%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$243K 24,038 +3,224 +15%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$228K 22,601 +300 +1%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$215K 21,258 +1,000 +5%
JIP
42
Jaffetilchin Investment Partners
Florida
$212K 21,017 -8,127 -28%
RFN
43
RDA Financial Network
Iowa
$208K 20,580 – –
CIBC World Market
44
CIBC World Market
Ontario, Canada
$208K 20,600 +20,600 New
SBIA
45
Sheaff Brock Investment Advisors
Indiana
$203K 20,105 – –
Millennium Management
46
Millennium Management
New York
$200K 19,800 +19,800 New
EH
47
Equitable Holdings
New York
$199K 19,701 -1,116 -5%
Truist Financial
48
Truist Financial
North Carolina
$185K 18,332 – –
OC
49
Oppenheimer & Co
New York
$182K 18,020 -3,150 -15%
IA
50
IFP Advisors
Florida
$174K 14,226 -5,046 -26%
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