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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $103M invested in Invesco Global Listed Private Equity ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$12.4M
3
Truist Financial
3
Truist Financial
North Carolina
$992K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.99M
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$1.55M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$178K
2
Morgan Stanley
2
Morgan Stanley
New York
$11.4M
3
Wells Fargo
3
Wells Fargo
California
$15.5M
4
Jane Street
4
Jane Street
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
I2I
51
Insight 2811 Inc
Illinois
$136K – – –
Citigroup
52
Citigroup
New York
$125K +$5K +78 +4%
GWM
53
Geneos Wealth Management
Colorado
$121K +$64 +1 +0.1%
BAM
54
Belpointe Asset Management
Nevada
$116K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$114K – – –
AF
56
Advisornet Financial
Minnesota
$97K -$24.6K -387 -20%
CAAS
57
Capital Asset Advisory Services
Michigan
$97K +$97K +1,486 New
GFPC
58
Global Financial Private Client
Florida
$48.9K +$48.9K +765 New
APA
59
American Portfolios Advisors
New York
$46.9K +$46.9K +733 New
1IA
60
1834 Investment Advisors
Wisconsin
$45K +$45K +700 New
OAM
61
Oppenheimer Asset Management
New York
$40K -$2.05K -32 -5%
IFWM
62
Institute for Wealth Management
Colorado
$26K +$26K +403 New
OIA
63
Optimum Investment Advisors
Illinois
$25K – – –
SFG
64
Sowa Financial Group
Rhode Island
$25K +$25K +396 New
FHA
65
Flagship Harbor Advisors
Massachusetts
$23K – – –
OPS
66
Orion Portfolio Solutions
Nebraska
$22K +$22K +337 New
PCG
67
Private Capital Group
Connecticut
$17K – – –
RE
68
RBC Europe
United Kingdom
$14.4K – – –
QI
69
QS Investors
New York
$14K -$201 -3 -1%
TFS
70
TrustCore Financial Services
Tennessee
$14K +$253 +4 +2%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
ASN
72
Advisory Services Network
Georgia
$8K -$22.7K -343 -74%
WEC
73
Winslow Evans & Crocker
Massachusetts
$8K – – –
RG
74
Retirement Group
California
$7K +$7K +115 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$6K -$594 -10 -9%
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