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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

77 hedge funds and large institutions have $81.3M invested in Invesco Global Listed Private Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.53M
3
FAM
3
Formidable Asset Management
Ohio
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.31M
5
PAG
5
Private Advisor Group
New Jersey
$838K

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$6.38M
2
Bank of America
2
Bank of America
North Carolina
$4.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$9.48M
5
MIS
5
Morningstar Investment Services
Illinois
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$79K – – –
Citigroup
52
Citigroup
New York
$41K – – –
SFS
53
Sowell Financial Services
Arkansas
$40K +$40K +775 New
SPIA
54
Steward Partners Investment Advisory
New York
$38K +$38K +734 New
EP
55
Eudaimonia Partners
Tennessee
$31K -$1.21K -23 -4%
SFG
56
Sowa Financial Group
Rhode Island
$21K – – –
OPS
57
Orion Portfolio Solutions
Nebraska
$17K -$3.77K -74 -18%
CAN
58
Cetera Advisor Networks
California
$17K +$17K +328 New
GFPC
59
Global Financial Private Client
Florida
$16.5K -$3.07K -59 -16%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$13K – – –
CG
61
Cutler Group
California
$13K +$13K +260 New
TFS
62
TrustCore Financial Services
Tennessee
$12K +$309 +6 +3%
RE
63
RBC Europe
United Kingdom
$11.7K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
QI
65
QS Investors
New York
$8K -$795 -15 -9%
FHA
66
Flagship Harbor Advisors
Massachusetts
$6K -$11.3K -240 -65%
RG
67
Retirement Group
California
$6K +$6K +115 New
GWM
68
Geneos Wealth Management
Colorado
$5K -$121K -2,690 -96%
JCM
69
Jacobi Capital Management
Pennsylvania
$5K +$5K +92 New
PCG
70
Private Capital Group
Connecticut
$4K – – –
CFA
71
Carroll Financial Associates
North Carolina
$4K +$44 +1 +1%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2K -$17.6K -397 -90%
GI
73
Gradient Investments
Minnesota
$2K – – –
GFPC
74
Global Financial Private Capital
Florida
$2K – – –
ABC
75
Associated Banc-Corp
Wisconsin
$2K +$2K +35 New
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3
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