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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

82 hedge funds and large institutions have $156M invested in Invesco Global Listed Private Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
13
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.2M
2
AWA
2
Aletheian Wealth Advisors
Washington
$6.11M
3
Bank of America
3
Bank of America
North Carolina
$17.2M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.46M
5
Jane Street
5
Jane Street
New York
$3.47M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$21.6M
2
NYLIM
2
New York Life Investment Management
New York
$3.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.8M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
51
Larson Financial Group
Missouri
$170K +$11.4K +184 +7%
CIA
52
Cape Investment Advisory
Georgia
$117K -$18K -289 -13%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$74.6K – – –
ASN
54
Advisory Services Network
Georgia
$63.5K +$63.5K +1,021 New
CG
55
Cutler Group
California
$62K +$62K +1,000 New
RIL
56
Rothschild Investment LLC
Illinois
$49.8K +$49.8K +800 New
PTC
57
Private Trust Company
Ohio
$46.8K – – –
RWPA
58
Richard W. Paul & Associates
Michigan
$45.8K -$373 -6 -0.8%
FFA
59
Founders Financial Alliance
North Carolina
$39.7K +$124 +2 +0.3%
TWM
60
Tradition Wealth Management
Minnesota
$27K +$125 +2 +0.5%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$17K -$15.5K -251 -48%
RG
62
Retirement Group
California
$15.2K – – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$8.64K -$121K -1,953 -93%
AIP
64
Ameritas Investment Partners
Nebraska
$5.97K +$5.97K +96 New
CJ
65
Caitlin John
Michigan
$5.6K +$5.6K +90 New
NA
66
NewEdge Advisors
Louisiana
$4.98K – – –
CIAS
67
Capital Investment Advisory Services
North Carolina
$3.86K – – –
PA
68
Parallel Advisors
California
$2.8K +$62 +1 +2%
SS
69
Sunbelt Securities
Texas
$2.43K – – –
ACA
70
Aptus Capital Advisors
Alabama
$2.3K – – –
GI
71
Gradient Investments
Minnesota
$2.24K – – –
AWM
72
Atticus Wealth Management
Florida
$1.87K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$1.24K +$1.24K +20 New
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$1.12K +$1.12K +18 New
SIS
75
Sound Income Strategies
Florida
$1.06K – – –
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