We are live on ! Find out more
PSP icon

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
FFA
76
Founders Financial Alliance
North Carolina
$9.74K +$10.8K +172 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$8.76K
CAM
78
Costello Asset Management
Pennsylvania
$5.65K
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$5.37K -$3.64K -58 -38%
CJ
80
Caitlin John
Michigan
$5.09K
GWM
81
Geneos Wealth Management
Colorado
$3.22K
JP Morgan Chase
82
JP Morgan Chase
New York
$3.2K
SEP
83
Signature Equity Partners
Ohio
$3K +$3.33K +53 New
EWA
84
EverSource Wealth Advisors
Alabama
$2.83K +$3.14K +50 New
CFD
85
Creative Financial Designs
Indiana
$2.77K +$2.51K +40 +444%
PA
86
Parallel Advisors
California
$2.54K
WAS
87
Winch Advisory Services
Wisconsin
$2.26K
ACA
88
Aptus Capital Advisors
Alabama
$2.09K
HI
89
Harbour Investments
Wisconsin
$1.58K +$1.26K +20 +250%
WP
90
WealthShield Partners
North Carolina
$1.53K +$1.7K +27 New
BLC
91
Brown, Lisle/Cummings
Rhode Island
$1.47K +$1.63K +26 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$1.47K +$1.63K +26 New
ECA
93
Elevated Capital Advisors
Utah
$1.41K
SIS
94
Sound Income Strategies
Florida
$964
Fidelity Investments
95
Fidelity Investments
Massachusetts
$622 -$22.6K -360 -97%
PSFG
96
Park Square Financial Group
Georgia
$396 +$439 +7 New
DCM
97
Davis Capital Management
Florida
$134
AWM
98
AE Wealth Management
Kansas
$15 -$4.83K -77 Closed
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
-$12.2M -181,371 Closed
BWG
100
Beta Wealth Group
California
-$7.06M -105,293 Closed