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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

82 hedge funds and large institutions have $156M invested in Invesco Global Listed Private Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
13
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.2M
2
AWA
2
Aletheian Wealth Advisors
Washington
$6.11M
3
Bank of America
3
Bank of America
North Carolina
$17.2M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.46M
5
Jane Street
5
Jane Street
New York
$3.47M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$21.6M
2
NYLIM
2
New York Life Investment Management
New York
$3.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.8M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$725K -$21.5K -346 -3%
UBS Group
27
UBS Group
Switzerland
$708K +$111K +1,784 +19%
SAM
28
SignalPoint Asset Management
Missouri
$691K -$4.48K -72 -0.6%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$496K +$23.7K +390 +5%
AWS
30
Atria Wealth Solutions
New York
$449K +$449K +7,213 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$446K -$165K -2,647 -27%
JPLA
32
Joseph P. Lucia & Associates
New York
$397K – – –
WC
33
Waterloo Capital
Texas
$396K +$396K +6,363 New
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$383K -$71.8K -1,154 -16%
BJL
35
Brighton Jones LLC
Washington
$373K – – –
FFS
36
Founders Financial Securities
Maryland
$344K -$3.73K -60 -1%
PAG
37
Private Advisor Group
New Jersey
$331K -$27.7K -445 -8%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$322K +$23.4K +377 +8%
PAS
39
Park Avenue Securities
New York
$310K -$42.9K -689 -12%
SFG
40
Summit Financial Group
West Virginia
$281K +$281K +4,515 New
KAS
41
Kestra Advisory Services
Texas
$281K -$4.6K -74 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$275K -$35.9K -576 -12%
CA
43
Cetera Advisors
Colorado
$275K -$26.9K -433 -9%
IA
44
IFP Advisors
Florida
$275K -$315K -5,067 -53%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$264K – – –
Citadel Advisors
46
Citadel Advisors
Florida
$257K -$673K -10,816 -72%
TFA
47
Tranquilli Financial Advisor
New Jersey
$238K -$47.7K -767 -17%
PS
48
Principal Securities
Iowa
$236K +$236K +3,794 New
AAS
49
Avantax Advisory Services
Texas
$222K +$222K +3,572 New
FAM
50
Formidable Asset Management
Ohio
$222K -$76.8K -1,235 -26%
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