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Invesco Global Listed Private Equity ETF

97 hedge funds and large institutions have $132M invested in Invesco Global Listed Private Equity ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.97% more ownership

Funds ownership: 55.72%58.69% (+3%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 9897 (-1)

23% less capital invested

Capital invested by funds: $172M → $132M (-$39.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.15M

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
36
Reduced
22
Closed
17
Calls
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
P
51
&Partners
Tennessee
$249K -$76K -1,210 -22%
AWM
52
Apollon Wealth Management
South Carolina
$248K -$2.82M -44,873 -91%
HAG
53
HighPoint Advisor Group
Illinois
$239K +$41.2K +656 +18%
FFS
54
Founders Financial Securities
Maryland
$229K
HP
55
Holistic Planning
Texas
$221K -$157K -2,503 -39%
DAS
56
Dynamic Advisor Solutions
Arizona
$219K +$6.66K +106 +3%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$209K -$7.53K -120 -3%
MCM
58
MAI Capital Management
Ohio
$207K +$100K +1,600 +77%
CMMS
59
Comprehensive Money Management Services
Florida
$207K -$42.7K -680 -16%
ASN
60
Advisory Services Network
Georgia
$141K +$157K +2,499 New
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K
BCMIO
62
Beacon Capital Management Inc (Ohio)
Ohio
$98.9K +$4.33K +69 +4%
TBFA
63
Three Bearings Fiduciary Advisors
New Hampshire
$87.7K
PTC
64
Private Trust Company
Ohio
$78.9K +$1K +16 +1%
Belvedere Trading
65
Belvedere Trading
Illinois
$58.7K +$65.2K +1,038 New
PWAM
66
Private Wealth Asset Management
Iowa
$45.2K
RIL
67
Rothschild Investment LLC
Illinois
$45.2K
SPIA
68
Steward Partners Investment Advisory
New York
$43.5K
NA
69
NewEdge Advisors
Louisiana
$31.4K -$1.81M -28,855 -98%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$28.7K +$31.7K +505 +2,405%
CPG
71
Cornerstone Planning Group
New Jersey
$26.9K +$2.39K +38 +10%
MCM
72
Manchester Capital Management
Vermont
$25.4K -$15.7K -250 -36%
IA
73
IFP Advisors
Florida
$20K
Simplex Trading
74
Simplex Trading
Illinois
$20K +$22.2K +353 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$15.5K +$17.3K +275 New