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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

79 hedge funds and large institutions have $75.7M invested in Invesco Global Listed Private Equity ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
13
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$7.34M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.97M
3
GWM
3
Geneos Wealth Management
Colorado
$1.18M
4
AWCI
4
Alpine Woods Capital Investors
New York
$561K
5
Stifel Financial
5
Stifel Financial
Missouri
$452K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$78K
2
UBS Group
2
UBS Group
Switzerland
$1.87M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.1M
4
JWS
4
Juncture Wealth Strategies
Arizona
$1.43M
5
Bank of America
5
Bank of America
North Carolina
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$16.6M 1,653,839 -214,222 -11%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M 1,304,784 -298,820 -19%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$9.4M 938,742 -51,478 -5%
IWS
4
Insight Wealth Strategies
California
$7.34M 733,004 +733,004 New
Citadel Advisors
5
Citadel Advisors
Florida
$3.97M 396,297 +396,297 New
Bank of America
6
Bank of America
North Carolina
$3.28M 327,397 -245,873 -43%
UBS Group
7
UBS Group
Switzerland
$1.87M 186,620 -426,895 -70%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.74M 173,361 +20,793 +14%
JWS
9
Juncture Wealth Strategies
Arizona
$1.43M 142,971 -264,923 -65%
GWM
10
Geneos Wealth Management
Colorado
$1.18M 117,627 +63,414 +117%
MIS
11
Morningstar Investment Services
Illinois
$1.14M 113,500 -96,366 -46%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.06M 105,587 +40,305 +62%
SAM
13
SignalPoint Asset Management
Missouri
$909K 90,815 -6,950 -7%
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$900K 89,925 -4,000 -4%
ACM
15
Aviance Capital Management
Florida
$849K 84,865 -16,633 -16%
RJA
16
Raymond James & Associates
Florida
$811K 81,034 +3,882 +5%
PI
17
PineBridge Investments
New York
$715K 71,400 -103,900 -59%
LPL Financial
18
LPL Financial
California
$685K 68,465 -88,303 -56%
CP
19
Camelot Portfolios
Ohio
$675K 67,482 -2,161 -3%
AWCI
20
Alpine Woods Capital Investors
New York
$561K 56,000 +56,000 New
NAM
21
NTV Asset Management
West Virginia
$465K 46,450 -10,500 -18%
Stifel Financial
22
Stifel Financial
Missouri
$452K 45,253 +45,253 New
AG
23
Advisor Group
Arizona
$408K 40,748 +6,139 +18%
I2I
24
Insight 2811 Inc
Illinois
$391K 39,024 -17,039 -30%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$353K 35,357 -6,823 -16%
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