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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

96 hedge funds and large institutions have $175M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
40
Reduced
16
Closed
10
Calls
–
Puts
$544K
Net Calls
-$544K
Net Calls Change
-$544K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$16.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M
3
BWG
3
Beta Wealth Group
California
$5.06M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
LPL Financial
5
LPL Financial
California
$12.7M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
NYLIM
2
New York Life Investment Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$533K
4
SWM
4
SeaCrest Wealth Management
New York
$0
5
PAS
5
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
51
Burke & Herbert Bank & Trust
Virginia
$360K +$15.5K +225 +5%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$359K +$11K +160 +3%
AIM
53
Advyzon Investment Management
Illinois
$324K +$3.1K +45 +1%
SIAP
54
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$324K – – –
AAP
55
Arax Advisory Partners
Colorado
$301K -$427K -6,205 -59%
CMMS
56
Comprehensive Money Management Services
Florida
$300K – – –
PWM
57
Perigon Wealth Management
California
$278K +$6.27K +91 +2%
FFS
58
Founders Financial Securities
Maryland
$274K – – –
TCM
59
Triumph Capital Management
Colorado
$271K +$271K +3,931 New
EH
60
Equitable Holdings
New York
$264K +$32.6K +474 +14%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$264K -$111K -1,606 -30%
LFG
62
Larson Financial Group
Missouri
$262K +$20.4K +297 +8%
ORC
63
O'Rourke & Company
Massachusetts
$218K +$218K +3,162 New
KAS
64
Kestra Advisory Services
Texas
$213K +$213K +3,088 New
ASN
65
Advisory Services Network
Georgia
$209K +$209K +2,999 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K – – –
MCM
67
MAI Capital Management
Ohio
$127K +$35K +508 +38%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$82.6K – – –
RIL
69
Rothschild Investment LLC
Illinois
$55.1K – – –
PWAM
70
Private Wealth Asset Management
Iowa
$55.1K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$53K – – –
AAS
72
Ameritas Advisory Services
Nebraska
$47.5K +$47.5K +690 New
NP
73
NorthRock Partners
Minnesota
$43.9K – – –
BCM
74
Boreal Capital Management
Florida
$41.3K +$41.3K +600 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$41.3K +$41.3K +600 New
1 2
3
4 5