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Invesco Global Listed Private Equity ETF

98 hedge funds and large institutions have $172M invested in Invesco Global Listed Private Equity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

4% less funds holding

Funds holding: 10298 (-4)

7.62% less ownership

Funds ownership: 63.34%55.72% (-7.6%)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

18% less capital invested

Capital invested by funds: $210M → $172M (-$38.1M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
34
Reduced
25
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.26M -$1.6M -23,947 -56%
Bessemer Group
27
Bessemer Group
New Jersey
$1.21M -$30.4K -454 -2%
LFASL
28
Lugano Financial Advisors SA (LFA)
Switzerland
$1.07M -$34.6K -516 -3%
Goldman Sachs
29
Goldman Sachs
New York
$947K +$945K +14,115 New
LCWP
30
Legacy Capital Wealth Partners
Arkansas
$853K +$29.7K +444 +4%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$836K +$50K +747 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$813K +$371K +5,542 +84%
ORC
33
O'Rourke & Company
Massachusetts
$807K +$170K +2,535 +27%
Jane Street
34
Jane Street
New York
$769K +$30.5K +455 +4%
ATS
35
Ashton Thomas Securities
New York
$719K -$129K -1,921 -15%
VA
36
VestGen Advisors
Illinois
$701K -$55.7K -831 -7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$671K -$407K -6,070 -38%
BIG
38
Brooklyn Investment Group
New York
$594K +$589K +8,787 New
Betterment LLC
39
Betterment LLC
New York
$553K -$469 -7 -0.1%
FPCP
40
Fort Point Capital Partners
California
$529K +$149K +2,218 +42%
CW
41
CreativeOne Wealth
Kansas
$472K +$1.54K +23 +0.3%
PWA
42
PCG Wealth Advisors
Kansas
$436K +$436K +6,507 New
GS
43
GTS Securities
New York
$435K +$435K +6,488 New
HI
44
Hyundai Investments
South Korea
$433K +$430K +6,426 New
HP
45
Holistic Planning
Texas
$430K -$20.6K -308 -5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$429K -$27.5K -411 -6%
EH
47
Equitable Holdings
New York
$411K +$85.7K +1,279 +26%
JPLA
48
Joseph P. Lucia & Associates
New York
$387K
P
49
&Partners
Tennessee
$377K +$106K +1,583 +39%
MSA
50
Marino Stram & Associates
Massachusetts
$367K