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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $145M invested in Invesco Global Listed Private Equity ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
29
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$6.35M
2
AWM
2
Axxcess Wealth Management
California
$2.66M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.6M
4
LPL Financial
4
LPL Financial
California
$9.89M
5
FMP
5
Financial Management Professionals
Texas
$2.05M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$19M
5
BFG
5
Bleakley Financial Group
New Jersey
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
76
Sunbelt Securities
Texas
$2.38K – – –
ACA
77
Aptus Capital Advisors
Alabama
$2.26K – – –
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$2.2K – – –
WP
79
WealthShield Partners
North Carolina
$1.6K +$61 +1 +4%
SIS
80
Sound Income Strategies
Florida
$1.04K – – –
VWWMG
81
Vermillion & White Wealth Management Group
Pennsylvania
$733 – – –
PPA
82
Painted Porch Advisors
California
$611 +$611 +10 New
HI
83
Harbour Investments
Wisconsin
$489 – – –
DCM
84
Davis Capital Management
Florida
$133 – – –
Comerica Bank
85
Comerica Bank
Texas
$12 -$13 – –
Citadel Advisors
86
Citadel Advisors
Florida
– -$4.09M -62,013 Closed
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– -$1.38M -20,882 Closed
WC
88
Waterloo Capital
Texas
– -$263K -3,981 Closed
AAS
89
Avantax Advisory Services
Texas
– -$237K -3,595 Closed
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
– -$214K -3,240 Closed
TNBTD
91
Trustmark National Bank Trust Department
Mississippi
– -$208K -3,160 Closed
BAM
92
BTS Asset Management
Massachusetts
– -$195K -2,964 Closed
RWPA
93
Richard W. Paul & Associates
Michigan
– -$39.8K -604 Closed
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
– -$18K -276 Closed
CWP
95
Concord Wealth Partners
Virginia
– -$12.4K -188 Closed
FGAM
96
Financial Gravity Asset Management
Texas
– -$8.13K -123 Closed
TC
97
Truvestments Capital
Florida
– -$3.22K -49 Closed
First Manhattan
98
First Manhattan
New York
– -$461 -7 Closed
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