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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

98 hedge funds and large institutions have $81.5M invested in Invesco Global Listed Private Equity ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% 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
14
Increased
26
Reduced
36
Closed
17
Calls
–
Puts
$317K
Net Calls
-$317K
Net Calls Change
+$15K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.96M
3
EWM
3
Endowment Wealth Management
Wisconsin
$9.83M
4
SOS
4
Silver Oak Securities
Tennessee
$1M
5
AWA
5
Aletheian Wealth Advisors
Washington
$4.55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$13K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.84M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$6.67M
5
FZCM
5
Flynn Zito Capital Management
New York
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
76
Concord Wealth Partners
Virginia
$16.9K 1,674 +338 +25%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$13K 1,321 -558,777 -100%
RG
78
Retirement Group
California
$12K 1,225 – –
BAM
79
Belpointe Asset Management
Nevada
$8.99K 889 -248 -22%
Toronto Dominion Bank
80
Toronto Dominion Bank
Ontario, Canada
$7K 700 – –
EI
81
Ellevest Inc
New York
$4.55K 450 – –
NA
82
NewEdge Advisors
Louisiana
$4.27K 422 – –
CIAS
83
Capital Investment Advisory Services
North Carolina
$3.15K 312 +312 New
GWM
84
Geneos Wealth Management
Colorado
$2.9K 287 – –
PA
85
Parallel Advisors
California
$2.78K 275 – –
RA
86
Rise Advisors
New York
$2.64K 261 – –
ACA
87
Aptus Capital Advisors
Alabama
$1.87K 185 +185 New
GI
88
Gradient Investments
Minnesota
$1.83K 181 – –
GT
89
Glenmede Trust
Pennsylvania
$1.61K 159 +159 New
AWM
90
Atticus Wealth Management
Florida
$1.53K 151 – –
William Blair & Company
91
William Blair & Company
Illinois
$1.26K 125 – –
LWP
92
Lumature Wealth Partners
Georgia
$1.05K 104 +104 New
CG
93
Cutler Group
California
$1K 100 +100 New
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$398 39,440 -17,823 -31%
First Manhattan
95
First Manhattan
New York
$394 39 +39 New
AssetMark Inc
96
AssetMark Inc
California
$303 30 +30 New
FGAM
97
Financial Gravity Asset Management
Texas
$131 10 +1 +11%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$10 1 -199 -100%
Goldman Sachs
99
Goldman Sachs
New York
– – -67,945 Closed
AWM
100
AE Wealth Management
Kansas
– – -54,845 Closed
1 2 3
4
5