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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $150M invested in Invesco Global Listed Private Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
27
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.09M
2
CA
2
Cetera Advisors
Colorado
$3.45M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.54M
4
SOS
4
Silver Oak Securities
Tennessee
$2.38M
5
SW
5
Simplicity Wealth
New Jersey
$1.52M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.14M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.01M
3
Jane Street
3
Jane Street
New York
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$865K +$865K +13,118 New
AWS
27
Atria Wealth Solutions
New York
$778K +$302K +4,585 +64%
UBS Group
28
UBS Group
Switzerland
$751K +$66 +1 +0%
Betterment LLC
29
Betterment LLC
New York
$737K -$32.3K -489 -4%
SAM
30
SignalPoint Asset Management
Missouri
$728K -$6.74K -102 -0.9%
FMP
31
Financial Management Professionals
Texas
$621K +$621K +9,414 New
RJA
32
Raymond James & Associates
Florida
$604K +$604K +9,163 New
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$551K +$145K +2,195 +36%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$546K +$14.2K +218 +3%
PAG
35
Private Advisor Group
New Jersey
$520K +$168K +2,551 +48%
MML Investors Services
36
MML Investors Services
Massachusetts
$510K -$431K -6,542 -46%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$496K +$23.7K +359 +5%
JPLA
38
Joseph P. Lucia & Associates
New York
$421K – – –
BJL
39
Brighton Jones LLC
Washington
$396K – – –
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$394K +$52.2K +791 +15%
FFS
41
Founders Financial Securities
Maryland
$373K +$9.04K +137 +2%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$334K +$53.4K +810 +19%
IA
43
IFP Advisors
Florida
$320K +$28.4K +431 +10%
PAS
44
Park Avenue Securities
New York
$315K -$13.4K -204 -4%
KAS
45
Kestra Advisory Services
Texas
$299K +$1.32K +20 +0.4%
SFG
46
Summit Financial Group
West Virginia
$298K – – –
WC
47
Waterloo Capital
Texas
$263K -$157K -2,382 -37%
Prudential Financial
48
Prudential Financial
New Jersey
$255K +$255K +3,860 New
PS
49
Principal Securities
Iowa
$242K -$7.98K -121 -3%
TFA
50
Tranquilli Financial Advisor
New Jersey
$238K -$14K -212 -6%
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