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Invesco Global Listed Private Equity ETF

95 hedge funds and large institutions have $130M invested in Invesco Global Listed Private Equity ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
45
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
51
BTS Asset Management
Massachusetts
$274K +$274K +3,653 New
Truist Financial
52
Truist Financial
North Carolina
$242K +$242K +3,233 New
AWCI
53
Alpine Woods Capital Investors
New York
$240K
US Bancorp
54
US Bancorp
Minnesota
$222K +$222K +2,965 New
OPCM
55
Osborne Partners Capital Management
California
$220K -$12.2K -163 -5%
SFG
56
Summit Financial Group
West Virginia
$215K +$14.1K +188 +7%
SFS
57
Sowell Financial Services
Arkansas
$205K +$1.12K +15 +0.6%
IIA
58
IPG Investment Advisors
California
$195K +$195K +2,610 New
PA
59
PFG Advisors
Arizona
$191K +$20.5K +273 +12%
RSWM
60
Robertson Stephens Wealth Management
California
$172K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$159K
IA
62
IFP Advisors
Florida
$115K +$115K +1,540 New
CAAS
63
Capital Asset Advisory Services
Michigan
$105K
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$93K -$293K -3,956 -76%
TWM
65
Tradition Wealth Management
Minnesota
$93K +$1.95K +26 +2%
GTAM
66
Global Trust Asset Management
Florida
$85K +$85K +1,129 New
HWMA
67
Heritage Wealth Management (Arizona)
Arizona
$71K
SPIA
68
Steward Partners Investment Advisory
New York
$55K
GM
69
GeoWealth Management
Illinois
$54K +$54K +741 New
HI
70
Harbour Investments
Wisconsin
$50K -$2.91K -39 -6%
FFA
71
Founders Financial Alliance
North Carolina
$36K +$3.77K +50 +12%
AAP
72
Arax Advisory Partners
Colorado
$28K
MAM
73
Meeder Asset Management
Ohio
$23K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$22.4K +$22.4K +299 New
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K