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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

74 hedge funds and large institutions have $115M invested in Invesco Global Listed Private Equity ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
29
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.85M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.8M
3
WP
3
WealthPLAN Partners
Nebraska
$4.09M
4
FF
4
Fluent Financial
Texas
$1.27M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$9.66M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$2.34M
2
Wells Fargo
2
Wells Fargo
California
$24.1M
3
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$172K
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$147K +$27.6K +462 +23%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$140K +$140K +2,345 New
GT
53
Glenmede Trust
Pennsylvania
$129K +$129K +2,148 New
SWP
54
Stratos Wealth Partners
Ohio
$120K +$896 +15 +0.8%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$111K – – –
PCP
56
Proficio Capital Partners
Massachusetts
$72K +$72K +1,200 New
ASN
57
Advisory Services Network
Georgia
$53K +$126 +2 +0.2%
FHA
58
Flagship Harbor Advisors
Massachusetts
$47K +$47K +796 New
BCA
59
Bay Colony Advisors
Massachusetts
$39K +$39K +643 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$29K +$59 +1 +0.2%
AIM
61
Advantage Investment Management
Iowa
$26K +$2.06K +34 +9%
ACS
62
Archford Capital Strategies
Illinois
$24K +$24K +400 New
Citigroup
63
Citigroup
New York
$17K +$904 +15 +6%
PCG
64
Private Capital Group
Connecticut
$16K – – –
RE
65
RBC Europe
United Kingdom
$13.5K – – –
TFS
66
TrustCore Financial Services
Tennessee
$12K -$9.1K -157 -43%
SWM
67
SeaCrest Wealth Management
New York
$9K +$4.5K +74 +100%
CFA
68
Carroll Financial Associates
North Carolina
$4K +$49 +1 +1%
GI
69
Gradient Investments
Minnesota
$3K – – –
OIA
70
OneDigital Investment Advisors
Kansas
$3K – – –
RCA
71
Rowland Carmichael Advisors
Arizona
$2K +$2K +36 New
AFNAS
72
American Financial Network Advisory Services
California
$574 +$574 +3 New
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
– -$1.24M -20,640 Closed
CS
74
Credit Suisse
Switzerland
– -$973K -16,160 Closed
ACM
75
Alpha Capital Management
Texas
– -$268K -4,456 Closed
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