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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

96 hedge funds and large institutions have $175M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
40
Reduced
16
Closed
10
Calls
–
Puts
$544K
Net Calls
-$544K
Net Calls Change
-$544K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$16.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M
3
BWG
3
Beta Wealth Group
California
$5.06M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
LPL Financial
5
LPL Financial
California
$12.7M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
NYLIM
2
New York Life Investment Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$533K
4
SWM
4
SeaCrest Wealth Management
New York
$0
5
PAS
5
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Manchester Capital Management
Vermont
$31K – – –
PTC
77
Private Trust Company
Ohio
$27K -$4.96K -72 -16%
CPG
78
Cornerstone Planning Group
New Jersey
$26.7K +$557 +8 +2%
PS
79
Principal Securities
Iowa
$23.9K -$826 -12 -3%
CIA
80
Cape Investment Advisory
Georgia
$22.7K +$22.7K +329 New
Comerica Bank
81
Comerica Bank
Texas
$18.9K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$17.8K +$757 +11 +4%
CAM
83
Costello Asset Management
Pennsylvania
$6.89K – – –
CWP
84
Concord Wealth Partners
Virginia
$6.87K +$6.87K +100 New
SWP
85
Strategic Wealth Partners
Ohio
$5.78K +$5.78K +84 New
AWM
86
AE Wealth Management
Kansas
$5.16K – – –
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$4.13K – – –
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$3.99K -$19.4K -282 -83%
GWM
89
Geneos Wealth Management
Colorado
$3.92K -$3.92K -57 -50%
PA
90
Parallel Advisors
California
$3.1K – – –
WAS
91
Winch Advisory Services
Wisconsin
$2.75K – – –
ACA
92
Aptus Capital Advisors
Alabama
$2.55K – – –
PSFG
93
Park Square Financial Group
Georgia
$2K +$826 +12 +71%
SIS
94
Sound Income Strategies
Florida
$1.17K – – –
PPA
95
Painted Porch Advisors
California
$689 – – –
HI
96
Harbour Investments
Wisconsin
$551 – – –
CCMG
97
Clark Capital Management Group
Pennsylvania
– -$8.49M -132,464 Closed
NYLIM
98
New York Life Investment Management
New York
– -$7.88M -123,060 Closed
SWM
99
SeaCrest Wealth Management
New York
– -$896K -13,981 Closed
PAS
100
Park Avenue Securities
New York
– -$669K -10,440 Closed
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4
5