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Invesco Global Listed Private Equity ETF

84 hedge funds and large institutions have $145M invested in Invesco Global Listed Private Equity ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
29
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPW
51
Warther Private Wealth
Ohio
$213K +$213K +3,480 New
CA
52
CoreCap Advisors
Michigan
$201K +$41.4K +678 +26%
PS
53
Principal Securities
Iowa
$197K -$27.3K -447 -12%
LFG
54
Larson Financial Group
Missouri
$188K +$8.92K +146 +5%
HFA
55
Hershey Financial Advisers
Pennsylvania
$127K +$127K +2,087 New
CIA
56
Cape Investment Advisory
Georgia
$101K -$916 -15 -0.9%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$73.3K
IAIM
58
International Assets Investment Management
Florida
$55K +$55K +900 New
RIL
59
Rothschild Investment LLC
Illinois
$48.9K
SPIA
60
Steward Partners Investment Advisory
New York
$47K +$47K +770 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$40K +$40K +655 New
NP
62
NorthRock Partners
Minnesota
$39K
FFA
63
Founders Financial Alliance
North Carolina
$37.3K -$1.96K -32 -5%
RIA
64
Realta Investment Advisors
Delaware
$30K +$732 +12 +3%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$29.3K -$3.3K -54 -10%
PTC
66
Private Trust Company
Ohio
$23.9K
GT
67
Glenmede Trust
Pennsylvania
$23.6K +$23.6K +387 New
CPG
68
Cornerstone Planning Group
New Jersey
$21.5K +$21.5K +366 New
DP
69
Denver PWM
Colorado
$9.06K +$9.06K +148 New
AssetMark Inc
70
AssetMark Inc
California
$7.33K +$7.09K +116 +2,900%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$7.27K -$106K -1,741 -94%
CJ
72
Caitlin John
Michigan
$5.5K
US Bancorp
73
US Bancorp
Minnesota
$3.12K +$3.12K +51 New
UWS
74
Unique Wealth Strategies
Illinois
$2.77K +$2.77K +42 New
PA
75
Parallel Advisors
California
$2.75K