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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

73 hedge funds and large institutions have $130M invested in Invesco Global Listed Private Equity ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 24 closing their positions.

Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
24
Reduced
25
Closed
24
Calls
–
Puts
$336K
Net Calls
-$336K
Net Calls Change
-$336K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.8M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$26.1M
3
NYLIM
3
New York Life Investment Management
New York
$6.61M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.9M
5
NAM
5
NTV Asset Management
West Virginia
$1.31M

Top Sellers

1
AWA
1
Aletheian Wealth Advisors
Washington
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.34M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$1.4M
4
Wells Fargo
4
Wells Fargo
California
$4.53M
5
Betterment LLC
5
Betterment LLC
New York
$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$507K -$156K -3,023 -24%
UBS Group
27
UBS Group
Switzerland
$496K -$65.1K -1,259 -12%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$390K +$59.2K +1,182 +18%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$378K +$378K +7,307 New
JPLA
30
Joseph P. Lucia & Associates
New York
$330K -$52 -1 -0%
BJL
31
Brighton Jones LLC
Washington
$310K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$307K -$127K -2,454 -29%
PAG
33
Private Advisor Group
New Jersey
$298K -$1.5K -29 -0.5%
PAS
34
Park Avenue Securities
New York
$293K +$14.4K +279 +5%
FFS
35
Founders Financial Securities
Maryland
$288K +$288K +5,583 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$258K +$14.7K +285 +6%
CA
37
Cetera Advisors
Colorado
$251K -$391K -7,563 -61%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$248K -$465 -9 -0.2%
FAM
39
Formidable Asset Management
Ohio
$248K +$94.8K +1,835 +62%
TFA
40
Tranquilli Financial Advisor
New Jersey
$237K +$930 +18 +0.4%
KAS
41
Kestra Advisory Services
Texas
$237K -$27.6K -535 -10%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$220K -$52 -1 -0%
CW
43
CreativeOne Wealth
Kansas
$213K +$213K +4,117 New
IA
44
IFP Advisors
Florida
$169K +$126K +7,068 +292%
LFG
45
Larson Financial Group
Missouri
$131K +$14.7K +284 +13%
CIA
46
Cape Investment Advisory
Georgia
$112K +$112K +2,172 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$108K +$106K +2,059 +6,239%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$62K -$10.7K -207 -15%
PTC
49
Private Trust Company
Ohio
$38.9K – – –
RWPA
50
Richard W. Paul & Associates
Michigan
$38.3K -$3.36K -65 -8%
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