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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

89 hedge funds and large institutions have $172M invested in Invesco Global Listed Private Equity ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
27
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.8M
2
LPL Financial
2
LPL Financial
California
$15.1M
3
Bank of America
3
Bank of America
North Carolina
$16M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$767K
5
NA
5
NewEdge Advisors
Louisiana
$1.06M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.06M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$19.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.36M
4
UBS Group
4
UBS Group
Switzerland
$1M
5
Jane Street
5
Jane Street
New York
$1.84M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
76
MAI Capital Management
Ohio
$4.67K 70 +70 New
DP
77
Denver PWM
Colorado
$4.21K 63 -86 -58%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$4.01K 60 – –
GWM
79
Geneos Wealth Management
Colorado
$3.81K 57 +57 New
PA
80
Parallel Advisors
California
$3.01K 45 – –
WAS
81
Winch Advisory Services
Wisconsin
$2.67K 40 +40 New
ACA
82
Aptus Capital Advisors
Alabama
$2.47K 37 – –
HIW
83
Holos Integrated Wealth
Pennsylvania
$1.34K 20 +20 New
SIS
84
Sound Income Strategies
Florida
$1.14K 17 – –
VWWMG
85
Vermillion & White Wealth Management Group
Pennsylvania
$801 12 – –
PPA
86
Painted Porch Advisors
California
$668 10 – –
HI
87
Harbour Investments
Wisconsin
$534 8 – –
Q1WB
88
Quest 10 Wealth Builders
Virginia
$401 6 +6 New
DCM
89
Davis Capital Management
Florida
$149 2 – –
Comerica Bank
90
Comerica Bank
Texas
– – – –
KAS
91
Kestra Advisory Services
Texas
– – -4,500 Closed
PAG
92
Private Advisory Group
Washington
– – -2,982 Closed
Truist Financial
93
Truist Financial
North Carolina
– – -2,971 Closed
JIP
94
Jaffetilchin Investment Partners
Florida
– – -662 Closed
FIM
95
FWL Investment Management
Texas
– – -635 Closed
GT
96
Glenmede Trust
Pennsylvania
– – -163 Closed
CWP
97
Concord Wealth Partners
Virginia
– – -100 Closed
RIA
98
Realta Investment Advisors
Delaware
– – -60 Closed
SS
99
Sunbelt Securities
Texas
– – -39 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
– – -2 Closed
1 2 3
4
5