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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

79 hedge funds and large institutions have $92.7M invested in Invesco Global Listed Private Equity ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
22
Closed
9
Calls
$1.21M
Puts
$568K
Net Calls
+$645K
Net Calls Change
+$174K

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$9.4M
2
CI
Cavalier Investments
Georgia
$3.43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.42M
4
Citadel Advisors
Citadel Advisors
Florida
$1.55M
5
UBS Group
UBS Group
Switzerland
$3.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.46M
2
Jane Street
Jane Street
New York
$1.58M
3
Bank of America
Bank of America
North Carolina
$4.46M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$3.61M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$903K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
51
Capital Asset Advisory Services
Michigan
$94K -$12K -179 -11%
TWM
52
Tradition Wealth Management
Minnesota
$71K +$71K +1,054 New
PWM
53
Perigon Wealth Management
California
$55K +$55K +817 New
SFS
54
Sowell Financial Services
Arkansas
$52K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$49K – – –
EP
56
Eudaimonia Partners
Tennessee
$37K – – –
FFA
57
Founders Financial Alliance
North Carolina
$29K – – –
SFG
58
Sowa Financial Group
Rhode Island
$27K – – –
JCM
59
Jacobi Capital Management
Pennsylvania
$23K +$16.8K +252 +271%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$17K +$11.4K +166 +202%
RE
61
RBC Europe
United Kingdom
$15.2K – – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$13K +$13K +200 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
QI
64
QS Investors
New York
$11K +$11K +170 New
GWM
65
Geneos Wealth Management
Colorado
$8K +$7.32K +1,200 +1,071%
RG
66
Retirement Group
California
$7K – – –
CFA
67
Carroll Financial Associates
North Carolina
$6K +$65 +1 +1%
EI
68
Ellevest Inc
New York
$6K +$6K +90 New
PCG
69
Private Capital Group
Connecticut
$5K – – –
CIAS
70
Capital Investment Advisory Services
North Carolina
$4K – – –
RA
71
Reby Advisors
Connecticut
$4K +$4K +57 New
AAP
72
Arax Advisory Partners
Colorado
$4K +$4K +63 New
ASN
73
Advisory Services Network
Georgia
$3K – – –
PA
74
Parallel Advisors
California
$3K – – –
William Blair & Company
75
William Blair & Company
Illinois
$2K – – –
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3
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