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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

91 hedge funds and large institutions have $70.8M invested in Invesco Global Listed Private Equity ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
25
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$3.43M
3
FZCM
3
Flynn Zito Capital Management
New York
$1.12M
4
AWM
4
AE Wealth Management
Kansas
$739K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4M
2
CA
2
Cetera Advisors
Colorado
$1.12M
3
Jane Street
3
Jane Street
New York
$298K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$4.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Ameliora Wealth Management
Switzerland
$19K +$19K +460 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
RG
78
Retirement Group
California
$5K -$4.42K -115 -47%
EI
79
Ellevest Inc
New York
$4K – – –
MAM
80
Meeder Asset Management
Ohio
$4K – – –
MW
81
Milestone Wealth
New York
$3K -$39 -1 -1%
CIAS
82
Capital Investment Advisory Services
North Carolina
$3K – – –
GWM
83
Geneos Wealth Management
Colorado
$2K -$2.21K -63 -53%
PA
84
Parallel Advisors
California
$2K – – –
RA
85
Rise Advisors
New York
$2K – – –
GI
86
Gradient Investments
Minnesota
$2K – – –
SBL
87
Sargent Bickham Lagudis
Colorado
$2K +$2K +51 New
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$1K -$806 -25 -45%
William Blair & Company
89
William Blair & Company
Illinois
$1K – – –
AWM
90
Atticus Wealth Management
Florida
$1K – – –
FGAM
91
Financial Gravity Asset Management
Texas
$109 – – –
BAM
92
BTS Asset Management
Massachusetts
– -$300K -10,795 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$474K -9,663 Closed
AWM
94
Apollon Wealth Management
South Carolina
– -$332K -6,761 Closed
MP
95
McDonald Partners
Ohio
– -$288K -5,864 Closed
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
– -$11K -224 Closed
CWP
97
Concord Wealth Partners
Virginia
– -$5K -111 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– -$1K -22 Closed
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