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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

85 hedge funds and large institutions have $160M invested in Invesco Global Listed Private Equity ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
22
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.46M
2
Jane Street
2
Jane Street
New York
$2.23M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.17M
4
NYLIM
4
New York Life Investment Management
New York
$8.87M
5
FTUS
5
Flow Traders U.S.
New York
$1.52M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.2M
3
FMP
3
Financial Management Professionals
Texas
$0
4
SW
4
Simplicity Wealth
New Jersey
$0
5
TFP
5
Traction Financial Partners
Wyoming
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$1.09M +$33.2K +487 +3%
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$1.05M +$186K +2,722 +22%
AWS
28
Atria Wealth Solutions
New York
$851K -$8.53K -125 -1%
C
29
CEDRUS
Colorado
$769K +$769K +11,272 New
SAM
30
SignalPoint Asset Management
Missouri
$749K -$6.1K -89 -0.8%
ATS
31
Ashton Thomas Securities
New York
$702K +$702K +10,297 New
Citadel Advisors
32
Citadel Advisors
Florida
$690K +$690K +10,120 New
SIA
33
Schechter Investment Advisors
Michigan
$666K +$213K +3,121 +47%
Betterment LLC
34
Betterment LLC
New York
$625K -$64.7K -948 -9%
RJA
35
Raymond James & Associates
Florida
$622K +$5.73K +84 +0.9%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$619K +$29.6K +434 +5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$602K +$98.1K +1,438 +19%
CG
38
Cynosure Group
Utah
$534K – – –
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$502K -$43.3K -635 -8%
AFG
40
Atomi Financial Group
New York
$473K +$473K +6,938 New
PAG
41
Private Advisor Group
New Jersey
$464K -$22.5K -330 -5%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$399K -$3K -44 -0.7%
JPLA
43
Joseph P. Lucia & Associates
New York
$394K – – –
RJFSA
44
Raymond James Financial Services Advisors
Florida
$378K -$684K -10,023 -64%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$371K -$5.59K -82 -1%
FFS
46
Founders Financial Securities
Maryland
$343K -$6.82K -100 -2%
NA
47
NewEdge Advisors
Louisiana
$308K -$29.9K -439 -9%
BHBT
48
Burke & Herbert Bank & Trust
Virginia
$308K – – –
KAS
49
Kestra Advisory Services
Texas
$307K +$1.43K +21 +0.5%
TFA
50
Tranquilli Financial Advisor
New Jersey
$252K +$6.14K +90 +2%
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