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Invesco Global Listed Private Equity ETF

87 hedge funds and large institutions have $299M invested in Invesco Global Listed Private Equity ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
33
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
51
Osborne Partners Capital Management
California
$237K
SFS
52
Sowell Financial Services
Arkansas
$208K +$2.45K +32 +1%
SFG
53
Summit Financial Group
West Virginia
$206K
JWCA
54
J.W. Cole Advisors
Florida
$183K +$536 +7 +0.3%
RSWM
55
Robertson Stephens Wealth Management
California
$176K +$176K +2,310 New
PA
56
PFG Advisors
Arizona
$174K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$163K
CAAS
58
Capital Asset Advisory Services
Michigan
$107K +$76 +1 +0.1%
TWM
59
Tradition Wealth Management
Minnesota
$93K +$11.6K +151 +14%
HWMA
60
Heritage Wealth Management (Arizona)
Arizona
$73K +$73K +953 New
SPIA
61
Steward Partners Investment Advisory
New York
$56K
HI
62
Harbour Investments
Wisconsin
$54K +$8.91K +117 +20%
FFA
63
Founders Financial Alliance
North Carolina
$33K
AAP
64
Arax Advisory Partners
Colorado
$28K +$28K +368 New
MAM
65
Meeder Asset Management
Ohio
$24K +$24K +310 New
Bessemer Group
66
Bessemer Group
New Jersey
$21K +$21K +271 New
JFGIW
67
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$20K +262 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$19K
RE
69
RBC Europe
United Kingdom
$17.3K
JCM
70
Jacobi Capital Management
Pennsylvania
$15K +$520 +7 +4%
FGAM
71
Financial Gravity Asset Management
Texas
$15K +$15K +7 New
Barclays
72
Barclays
United Kingdom
$12K +$12K +155 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$11K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$10K +$8.33K +110 +500%
RG
75
Retirement Group
California
$9K