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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

77 hedge funds and large institutions have $101M invested in Invesco Global Listed Private Equity ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
19
Closed
8
Calls
$502K
Puts
–
Net Calls
+$502K
Net Calls Change
-$143K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.56M
2
Wells Fargo
2
Wells Fargo
California
$12.2M
3
CCP
3
Cardan Capital Partners
Colorado
$1.52M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.67M
5
Bank of America
5
Bank of America
North Carolina
$5.93M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.07M
2
UBS Group
2
UBS Group
Switzerland
$1.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$571K
5
MIS
5
Morningstar Investment Services
Illinois
$9.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
PFG Advisors
Arizona
$165K +$10.6K +146 +7%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$154K – – –
GWM
53
Geneos Wealth Management
Colorado
$102K – – –
CAAS
54
Capital Asset Advisory Services
Michigan
$101K – – –
TWM
55
Tradition Wealth Management
Minnesota
$77K +$580 +8 +0.8%
SPIA
56
Steward Partners Investment Advisory
New York
$53.2K – – –
HI
57
Harbour Investments
Wisconsin
$43K +$43K +592 New
EP
58
Eudaimonia Partners
Tennessee
$41K +$439 +6 +1%
FFA
59
Founders Financial Alliance
North Carolina
$32K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$19K – – –
RE
61
RBC Europe
United Kingdom
$16.4K – – –
JCM
62
Jacobi Capital Management
Pennsylvania
$14K -$10.8K -150 -43%
QI
63
QS Investors
New York
$13K +$443 +6 +4%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
RG
65
Retirement Group
California
$8K – – –
EI
66
Ellevest Inc
New York
$7K – – –
CFA
67
Carroll Financial Associates
North Carolina
$6K +$64 +1 +1%
CIAS
68
Capital Investment Advisory Services
North Carolina
$5K – – –
PCG
69
Private Capital Group
Connecticut
$5K – – –
GI
70
Gradient Investments
Minnesota
$3K – – –
PA
71
Parallel Advisors
California
$3K – – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$2K -$11.3K -170 -85%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$2K – – –
William Blair & Company
74
William Blair & Company
Illinois
$2K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.17K +17 +142%
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