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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 %
MSA
101
Marino Stram & Associates
Massachusetts
– -$203K -3,042 Closed
CIA
102
Cape Investment Advisory
Georgia
– -$108K -1,619 Closed
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
– -$80.1K -1,200 Closed
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
– -$43.7K -655 Closed
FFA
105
Founders Financial Alliance
North Carolina
– -$22.2K -332 Closed
CJ
106
Caitlin John
Michigan
– -$6.01K -90 Closed
DP
107
Denver PWM
Colorado
– -$4.21K -63 Closed
HIW
108
Holos Integrated Wealth
Pennsylvania
– -$1.34K -20 Closed
VWWMG
109
Vermillion & White Wealth Management Group
Pennsylvania
– -$801 -12 Closed
1 2 3 4
5