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Invesco Global Listed Private Equity ETF

75 hedge funds and large institutions have $309M invested in Invesco Global Listed Private Equity ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
13
Increased
32
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSI
51
Pinnacle Summer Investments
Virginia
$113K +$101K +1,664 +812%
SCG
52
Strategic Capital Group
Washington
$107K -$311K -5,156 -74%
MFS
53
MSI Financial Services
Massachusetts
$92K +$81.1K +1,340 +744%
NES
54
New England Securities
New York
$90K +$55.5K +915 +161%
Nomura Holdings
55
Nomura Holdings
Japan
$74K +$74K +1,220 New
IWC
56
Integrated Wealth Counsel
California
$63K
BRWA
57
B. Riley Wealth Advisors
Florida
$63K +$4.63K +76 +8%
TF
58
Tompkins Financial
New York
$55K
PMFA
59
Plante Moran Financial Advisors
Michigan
$50K
Ameriprise
60
Ameriprise
Minnesota
$31K -$1.38M -22,774 -98%
PTC
61
Private Trust Company
Ohio
$31K -$30.6K -513 -50%
RIA
62
Regal Investment Advisors
Michigan
$29K +$29K +486 New
AC
63
Alexandria Capital
Virginia
$28K
Citigroup
64
Citigroup
New York
$27K -$6K -100 -18%
ST
65
Smithfield Trust
Pennsylvania
$27K -$2.82K -46 -9%
WEC
66
Winslow Evans & Crocker
Massachusetts
$26K +$26K +430 New
Invesco
67
Invesco
Georgia
$24K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$16K +$14.3K +232 +829%
1IC
69
1919 Investment Counsel
Maryland
$13K
LWA
70
Lenox Wealth Advisors
New York
$9K +$9K +156 New
V
71
Veritable
Delaware
$6K +$6K +104 New
Creative Planning
72
Creative Planning
Kansas
$5K +$4.38K +70 +700%
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$4K +67 New
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$310 +$310 +5,116 New
DIA
75
Denver Investment Advisors
Colorado
$121