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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

103 hedge funds and large institutions have $142M invested in Invesco Global Listed Private Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+12
Holders Change %
+13.19%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
25
Reduced
35
Closed
6
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
-$332K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$7.25M
4
Jane Street
4
Jane Street
New York
$1.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.12M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.69M
2
Wells Fargo
2
Wells Fargo
California
$4.76M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$149K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Tradition Wealth Management
Minnesota
$30K -$30.5K -636 -50%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$25.8K +$25.8K +545 New
HI
78
Harbour Investments
Wisconsin
$25.5K +$3.02K +64 +13%
AWM
79
Ameliora Wealth Management
Switzerland
$21.7K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$13K +$5.83K +122 +81%
CWP
81
Concord Wealth Partners
Virginia
$12.6K +$12.6K +267 New
SSB
82
Sandy Spring Bank
Maryland
$12.6K +$12.6K +267 New
RG
83
Retirement Group
California
$12K +$5.63K +115 +88%
BAM
84
Belpointe Asset Management
Nevada
$10.7K +$10.7K +227 New
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$7K +$7K +140 New
FGAM
86
Financial Gravity Asset Management
Texas
$6.99K – – –
EI
87
Ellevest Inc
New York
$4.25K – – –
GWM
88
Geneos Wealth Management
Colorado
$2.71K – – –
PA
89
Parallel Advisors
California
$2.6K – – –
RA
90
Rise Advisors
New York
$2.46K – – –
SBL
91
Sargent Bickham Lagudis
Colorado
$2.4K – – –
GM
92
GeoWealth Management
Illinois
$2K -$28.6K -828 -93%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1.89K +$1.89K +40 New
GI
94
Gradient Investments
Minnesota
$1.71K – – –
AWM
95
Atticus Wealth Management
Florida
$1.43K – – –
William Blair & Company
96
William Blair & Company
Illinois
$1.18K – – –
BWM
97
BerganKDV Wealth Management
Minnesota
$1.13K +$1.13K +24 New
TC
98
Truvestments Capital
Florida
$1K +$1K +21 New
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$1K – – –
SIC
100
Salem Investment Counselors
North Carolina
$255 +$255 +5 New
1 2 3
4
5