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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

98 hedge funds and large institutions have $81.5M invested in Invesco Global Listed Private Equity ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
26
Reduced
36
Closed
17
Calls
–
Puts
$317K
Net Calls
-$317K
Net Calls Change
+$15K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.96M
3
EWM
3
Endowment Wealth Management
Wisconsin
$9.83M
4
SOS
4
Silver Oak Securities
Tennessee
$1M
5
AWA
5
Aletheian Wealth Advisors
Washington
$4.55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$13K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.84M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$6.67M
5
FZCM
5
Flynn Zito Capital Management
New York
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$171K 16,923 -945 -5%
OMC
52
Old Mission Capital
Illinois
$165K 16,359 -53,412 -77%
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$160K 15,800 – –
AWS
54
Atria Wealth Solutions
New York
$152K 15,013 – –
PA
55
PFG Advisors
Arizona
$133K 13,127 -17,353 -57%
FCH
56
Freestone Capital Holdings
Washington
$123K 12,126 – –
LB
57
Leo Brokerage
Texas
$117K 11,587 +11,587 New
FIM
58
Freedom Investment Management
Connecticut
$111K 11,000 -3,218 -23%
OPCM
59
Osborne Partners Capital Management
California
$110K 10,888 -2 -0%
WAM
60
Walker Asset Management
Missouri
$105K 10,423 – –
LFG
61
Larson Financial Group
Missouri
$101K 10,035 +442 +5%
ASN
62
Advisory Services Network
Georgia
$100K 9,899 +660 +7%
BCMIO
63
Beacon Capital Management Inc (Ohio)
Ohio
$97K 9,597 +4,477 +87%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$86.6K 8,686 +5,963 +219%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$71.1K 7,035 -2,600 -27%
WTC
66
WhitTier Trust Company
Nevada
$66K 6,533 +6,533 New
FFA
67
Founders Financial Alliance
North Carolina
$47.9K 4,667 – –
RWPA
68
Richard W. Paul & Associates
Michigan
$46.2K 4,570 -47,057 -91%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$41K 4,033 +2,672 +196%
HI
70
Harbour Investments
Wisconsin
$29.5K 2,917 +220 +8%
CT
71
Cambridge Trust
Massachusetts
$27.7K 2,735 +2,735 New
DZ Bank
72
DZ Bank
Germany
$24.1K 2,383 -3,520 -60%
AWM
73
Ameliora Wealth Management
Switzerland
$23.3K 2,302 – –
TWM
74
Tradition Wealth Management
Minnesota
$22K 2,129 -1,000 -32%
AAS
75
Ameritas Advisory Services
Nebraska
$17.7K 1,710 +1,710 New
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