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Invesco Global Listed Private Equity ETF

96 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 19 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 9796 (-1)

23% less capital invested

Capital invested by funds: $171M → $132M (-$39.2M)

100% less call options, than puts

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

Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$1.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$8.76K
CAM
77
Costello Asset Management
Pennsylvania
$5.65K
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$5.37K
CJ
79
Caitlin John
Michigan
$5.09K
GWM
80
Geneos Wealth Management
Colorado
$3.22K
JP Morgan Chase
81
JP Morgan Chase
New York
$3.2K
SEP
82
Signature Equity Partners
Ohio
$3K
EWA
83
EverSource Wealth Advisors
Alabama
$2.83K
CFD
84
Creative Financial Designs
Indiana
$2.77K
PA
85
Parallel Advisors
California
$2.54K
WAS
86
Winch Advisory Services
Wisconsin
$2.26K
ACA
87
Aptus Capital Advisors
Alabama
$2.09K
HI
88
Harbour Investments
Wisconsin
$1.58K
WP
89
WealthShield Partners
North Carolina
$1.53K
BLC
90
Brown, Lisle/Cummings
Rhode Island
$1.47K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$1.47K
ECA
92
Elevated Capital Advisors
Utah
$1.41K
SIS
93
Sound Income Strategies
Florida
$964
Fidelity Investments
94
Fidelity Investments
Massachusetts
$622
PSFG
95
Park Square Financial Group
Georgia
$396
DCM
96
Davis Capital Management
Florida
$134
AWM
97
AE Wealth Management
Kansas
$15
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
BWG
99
Beta Wealth Group
California
CCWP
100
Cedar Cove Wealth Partners
Minnesota