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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

88 hedge funds and large institutions have $147M invested in Invesco Global Listed Private Equity ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
15
Increased
36
Reduced
15
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFASL
1
Lugano Financial Advisors SA (LFA)
Switzerland
$6.36M
2
LPL Financial
2
LPL Financial
California
$17M
3
Bank of America
3
Bank of America
North Carolina
$8.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.5M
5
CA
5
Cetera Advisors
Colorado
$888K

Top Sellers

1
CI
1
Cavalier Investments
Georgia
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$7.15M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GRP
5
Global Retirement Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
Summit Financial Group
West Virginia
$230K +$7.28K +94 +3%
OPCM
52
Osborne Partners Capital Management
California
$227K – – –
IIA
53
IPG Investment Advisors
California
$202K – – –
PA
54
PFG Advisors
Arizona
$197K – – –
PAS
55
Park Avenue Securities
New York
$185K +$185K +2,392 New
IA
56
IFP Advisors
Florida
$181K +$61.6K +794 +52%
JWCA
57
J.W. Cole Advisors
Florida
$178K +$178K +2,297 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$164K – – –
EP
59
EPIQ Partners
Minnesota
$162K +$162K +2,100 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$106K +$106K +1,365 New
CAAS
61
Capital Asset Advisory Services
Michigan
$101K -$6.86K -89 -6%
TWM
62
Tradition Wealth Management
Minnesota
$98K +$1.79K +23 +2%
FFA
63
Founders Financial Alliance
North Carolina
$81K +$44.2K +573 +120%
SPIA
64
Steward Partners Investment Advisory
New York
$57K – – –
GM
65
GeoWealth Management
Illinois
$56K -$2.53K -32 -4%
HI
66
Harbour Investments
Wisconsin
$37K -$15.2K -195 -29%
AAP
67
Arax Advisory Partners
Colorado
$28K – – –
MAM
68
Meeder Asset Management
Ohio
$24K – – –
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$23.8K +$619 +8 +3%
AIP
70
Ahrens Investment Partners
Louisiana
$22K +$22K +280 New
JFGIW
71
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$20K +$78 +1 +0.4%
RG
73
Retirement Group
California
$19K – – –
RE
74
RBC Europe
United Kingdom
$17K – – –
AF
75
Advisornet Financial
Minnesota
$16K +$15K +200 +1,538%
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3
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