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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $145M invested in Invesco Global Listed Private Equity ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
–
Holders Change %
0%
% 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
17
Increased
29
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$6.35M
2
AWM
2
Axxcess Wealth Management
California
$2.66M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.6M
4
LPL Financial
4
LPL Financial
California
$9.89M
5
FMP
5
Financial Management Professionals
Texas
$2.05M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$19M
5
BFG
5
Bleakley Financial Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$819K +$124K +2,025 +18%
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$770K -$237K -3,875 -24%
AWS
28
Atria Wealth Solutions
New York
$770K +$48.8K +799 +7%
SAM
29
SignalPoint Asset Management
Missouri
$673K +$305 +5 +0%
NWM
30
Napa Wealth Management
California
$630K +$630K +10,313 New
Betterment LLC
31
Betterment LLC
New York
$618K -$64.7K -1,059 -9%
RJA
32
Raymond James & Associates
Florida
$552K -$7.76K -127 -1%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$520K +$14.6K +243 +3%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$489K -$21.5K -352 -4%
CG
35
Cynosure Group
Utah
$479K +$479K +7,833 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$451K -$8K -131 -2%
PAG
37
Private Advisor Group
New Jersey
$436K -$45.5K -744 -9%
SIA
38
Schechter Investment Advisors
Michigan
$406K +$406K +6,641 New
BJL
39
Brighton Jones LLC
Washington
$367K – – –
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$360K -$4.52K -74 -1%
JPLA
41
Joseph P. Lucia & Associates
New York
$353K -$37.3K -611 -10%
PAS
42
Park Avenue Securities
New York
$340K +$48.2K +789 +17%
ATPW
43
Ashton Thomas Private Wealth
Arizona
$337K +$28K +458 +9%
Prudential Financial
44
Prudential Financial
New Jersey
$320K +$84.1K +1,377 +36%
FFS
45
Founders Financial Securities
Maryland
$313K -$32.5K -532 -9%
NA
46
NewEdge Advisors
Louisiana
$303K +$300K +4,907 +9,087%
IA
47
IFP Advisors
Florida
$293K -$2.81K -46 -0.9%
BHBT
48
Burke & Herbert Bank & Trust
Virginia
$276K +$276K +4,515 New
KAS
49
Kestra Advisory Services
Texas
$274K -$3.12K -51 -1%
TFA
50
Tranquilli Financial Advisor
New Jersey
$220K +$61 +1 +0%
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