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Invesco Global Listed Private Equity ETF

89 hedge funds and large institutions have $172M invested in Invesco Global Listed Private Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
27
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$268K 4,014 +4,014 New
AIM
52
Advyzon Investment Management
Illinois
$250K 3,749 +3,749 New
TFA
53
Tranquilli Financial Advisor
New Jersey
$248K 3,707 +7 +0.2%
AWM
54
Apollon Wealth Management
South Carolina
$239K 3,575 +3,575 New
WPW
55
Warther Private Wealth
Ohio
$232K 3,480
PWM
56
Perigon Wealth Management
California
$231K 3,376 +3,376 New
LFG
57
Larson Financial Group
Missouri
$222K 3,329 +59 +2%
AFG
58
Atomi Financial Group
New York
$211K 3,164 -3,774 -54%
MSA
59
Marino Stram & Associates
Massachusetts
$203K 3,042 +3,042 New
CIA
60
Cape Investment Advisory
Georgia
$108K 1,619 -37 -2%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$80.1K 1,200
RIL
62
Rothschild Investment LLC
Illinois
$53.4K 800
SPIA
63
Steward Partners Investment Advisory
New York
$51.4K 770
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$43.7K 655
NP
65
NorthRock Partners
Minnesota
$42.6K 638
CPG
66
Cornerstone Planning Group
New Jersey
$26.4K 375 +6 +2%
PTC
67
Private Trust Company
Ohio
$26.2K 392
AWM
68
AE Wealth Management
Kansas
$25.3K 379 +379 New
PS
69
Principal Securities
Iowa
$24K 359
FFA
70
Founders Financial Alliance
North Carolina
$22.2K 332 -145 -30%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$17.1K 255 +37 +17%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$15.6K 234 +56 +31%
MA
73
Montag & Associates
Georgia
$9.68K 145
AssetMark Inc
74
AssetMark Inc
California
$7.81K 117
CJ
75
Caitlin John
Michigan
$6.01K 90