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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

88 hedge funds and large institutions have $74.8M invested in Invesco Global Listed Private Equity ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
30
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.02M
2
CA
2
Cetera Advisors
Colorado
$3.39M
3
Jane Street
3
Jane Street
New York
$1.14M
4
DWM
4
Darwin Wealth Management
Florida
$2.16M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.46M

Top Sellers

1
FWA
1
FOCUS Wealth Advisors
Texas
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$5.98M
4
FZCM
4
Flynn Zito Capital Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$7.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
76
Concord Wealth Partners
Virginia
$5K +$3.2K +71 +178%
EI
77
Ellevest Inc
New York
$4K – – –
MW
78
Milestone Wealth
New York
$4K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$3K -$3K -56 -50%
PA
80
Parallel Advisors
California
$3K – – –
CIAS
81
Capital Investment Advisory Services
North Carolina
$3K – – –
RA
82
Rise Advisors
New York
$3K +$58 +1 +2%
GI
83
Gradient Investments
Minnesota
$2K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$1K -$4.27K -94 -81%
AWM
85
Atticus Wealth Management
Florida
$1K – – –
William Blair & Company
86
William Blair & Company
Illinois
$1K – – –
LFG
87
Larson Financial Group
Missouri
$1K +$1K +29 New
FGAM
88
Financial Gravity Asset Management
Texas
$127 -$64 -1 -33%
FWA
89
FOCUS Wealth Advisors
Texas
– -$7.78M -120,692 Closed
CCMG
90
Clark Capital Management Group
Pennsylvania
– -$7.75M -120,223 Closed
FZCM
91
Flynn Zito Capital Management
New York
– -$1.24M -19,253 Closed
HighTower Advisors
92
HighTower Advisors
Illinois
– -$359K -5,505 Closed
PAS
93
Park Avenue Securities
New York
– -$330K -5,119 Closed
LB
94
Leo Brokerage
Texas
– -$161K -2,501 Closed
BCA
95
Bay Colony Advisors
Massachusetts
– -$158K -2,448 Closed
Stifel Financial
96
Stifel Financial
Missouri
– -$154K -2,393 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$140K -2,178 Closed
EP
98
EPIQ Partners
Minnesota
– -$135K -2,100 Closed
AAP
99
Arax Advisory Partners
Colorado
– -$24K -368 Closed
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
– -$20.5K -318 Closed
1 2 3
4
5