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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

96 hedge funds and large institutions have $113M invested in Invesco Global Listed Private Equity ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
36
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$7.75M
2
EWM
2
Endowment Wealth Management
Wisconsin
$10.2M
3
CA
3
Cetera Advisors
Colorado
$2.69M
4
FZCM
4
Flynn Zito Capital Management
New York
$1.24M
5
GRP
5
Global Retirement Partners
California
$834K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$83K
2
LPL Financial
2
LPL Financial
California
$9.55M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$254K 4,113 +1,779 +76%
EH
52
Equitable Holdings
New York
$241K 3,743 +3,743 New
FRA
53
Frank Rimerman Advisors
California
$239K 3,716 – –
AWCI
54
Alpine Woods Capital Investors
New York
$206K 3,200 – –
OPCM
55
Osborne Partners Capital Management
California
$172K 2,670 -268 -9%
PA
56
PFG Advisors
Arizona
$164K 2,543 – –
LB
57
Leo Brokerage
Texas
$161K 2,501 +2,501 New
BCA
58
Bay Colony Advisors
Massachusetts
$158K 2,448 +2,448 New
CFIA
59
Cantor Fitzgerald Investment Advisors
New York
$156K 2,418 +2,418 New
Stifel Financial
60
Stifel Financial
Missouri
$154K 2,393 -3,347 -58%
Citadel Advisors
61
Citadel Advisors
Florida
$140K 2,178 +2,178 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$137K 2,127 – –
EP
63
EPIQ Partners
Minnesota
$135K 2,100 – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$134K 2,080 +715 +52%
DAS
65
Dynamic Advisor Solutions
Arizona
$130K 2,011 +2,011 New
DZ Bank
66
DZ Bank
Germany
$85K 1,297 +1,297 New
BCMIO
67
Beacon Capital Management Inc (Ohio)
Ohio
$83K 1,283 -214,958 -99%
TWM
68
Tradition Wealth Management
Minnesota
$83K 1,290 +28 +2%
SPIA
69
Steward Partners Investment Advisory
New York
$79K 1,221 +487 +66%
CAAS
70
Capital Asset Advisory Services
Michigan
$76K 1,182 -128 -10%
FFA
71
Founders Financial Alliance
North Carolina
$72K 1,117 +67 +6%
HWMA
72
Heritage Wealth Management (Arizona)
Arizona
$59K 913 +913 New
GM
73
GeoWealth Management
Illinois
$53K 800 +91 +13%
AAP
74
Arax Advisory Partners
Colorado
$24K 368 – –
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$20.5K 318 +11 +4%
1 2
3
4 5