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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

91 hedge funds and large institutions have $138M invested in Invesco Global Listed Private Equity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
25
Reduced
23
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$8.49M
2
Bank of America
2
Bank of America
North Carolina
$17.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.61M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.26M
5
Bessemer Group
5
Bessemer Group
New Jersey
$827K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$262K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.19M
3
LPL Financial
3
LPL Financial
California
$9.27M
4
SOS
4
Silver Oak Securities
Tennessee
$0
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Montag & Associates
Georgia
$9.29K – – –
AssetMark Inc
77
AssetMark Inc
California
$7.5K – – –
GWM
78
Geneos Wealth Management
Colorado
$7.3K +$3.65K +57 +100%
CAM
79
Costello Asset Management
Pennsylvania
$6.41K +$6.41K +100 New
AWM
80
AE Wealth Management
Kansas
$4.81K -$19.5K -304 -80%
WP
81
WealthShield Partners
North Carolina
$3.91K +$3.91K +61 New
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$3.84K – – –
PA
83
Parallel Advisors
California
$2.89K – – –
WAS
84
Winch Advisory Services
Wisconsin
$2.56K – – –
ACA
85
Aptus Capital Advisors
Alabama
$2.37K – – –
SIS
86
Sound Income Strategies
Florida
$1.09K – – –
PSFG
87
Park Square Financial Group
Georgia
$1.09K +$1.09K +17 New
PPA
88
Painted Porch Advisors
California
$641 – – –
HI
89
Harbour Investments
Wisconsin
$513 – – –
DCM
90
Davis Capital Management
Florida
$144 – – –
Q1WB
91
Quest 10 Wealth Builders
Virginia
$64 -$320 -5 -83%
SOS
92
Silver Oak Securities
Tennessee
– -$1.77M -26,507 Closed
AI
93
Atria Investments
North Carolina
– -$1.68M -25,166 Closed
FTUS
94
Flow Traders U.S.
New York
– -$1.17M -17,466 Closed
BFG
95
Bleakley Financial Group
New Jersey
– -$965K -14,449 Closed
AWS
96
Atria Wealth Solutions
New York
– -$915K -13,710 Closed
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
– -$479K -7,173 Closed
CA
98
CoreCap Advisors
Michigan
– -$331K -4,952 Closed
TFA
99
Tranquilli Financial Advisor
New Jersey
– -$248K -3,707 Closed
AFG
100
Atomi Financial Group
New York
– -$211K -3,164 Closed
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