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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

94 hedge funds and large institutions have $158M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
39
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14M
2
BWG
2
Beta Wealth Group
California
$5.06M
3
Bank of America
3
Bank of America
North Carolina
$21.6M
4
LPL Financial
4
LPL Financial
California
$12.7M
5
AWM
5
Apollon Wealth Management
South Carolina
$2.88M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
NYLIM
2
New York Life Investment Management
New York
$0
3
SWM
3
SeaCrest Wealth Management
New York
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$27K 392 -72 -16%
CPG
77
Cornerstone Planning Group
New Jersey
$26.7K 384 +8 +2%
PS
78
Principal Securities
Iowa
$23.9K 347 -12 -3%
CIA
79
Cape Investment Advisory
Georgia
$22.7K 329 +329 New
Comerica Bank
80
Comerica Bank
Texas
$18.9K 275 – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$17.8K 258 +11 +4%
CAM
82
Costello Asset Management
Pennsylvania
$6.89K 100 – –
CWP
83
Concord Wealth Partners
Virginia
$6.87K 100 +100 New
SWP
84
Strategic Wealth Partners
Ohio
$5.78K 84 +84 New
AWM
85
AE Wealth Management
Kansas
$5.16K 75 – –
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$4.13K 60 – –
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$3.99K 58 -282 -83%
GWM
88
Geneos Wealth Management
Colorado
$3.92K 57 -57 -50%
PA
89
Parallel Advisors
California
$3.1K 45 – –
WAS
90
Winch Advisory Services
Wisconsin
$2.75K 40 – –
ACA
91
Aptus Capital Advisors
Alabama
$2.55K 37 – –
PSFG
92
Park Square Financial Group
Georgia
$2K 29 +12 +71%
SIS
93
Sound Income Strategies
Florida
$1.17K 17 – –
PPA
94
Painted Porch Advisors
California
$689 10 – –
HI
95
Harbour Investments
Wisconsin
$551 8 – –
CCMG
96
Clark Capital Management Group
Pennsylvania
– – -132,464 Closed
NYLIM
97
New York Life Investment Management
New York
– – -123,060 Closed
SWM
98
SeaCrest Wealth Management
New York
– – -13,981 Closed
PAS
99
Park Avenue Securities
New York
– – -10,440 Closed
WPW
100
Warther Private Wealth
Ohio
– – -3,480 Closed
1 2 3
4
5