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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $103M invested in Invesco Global Listed Private Equity ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$12.4M
3
Truist Financial
3
Truist Financial
North Carolina
$992K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.99M
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$1.55M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$178K
2
Morgan Stanley
2
Morgan Stanley
New York
$11.4M
3
Wells Fargo
3
Wells Fargo
California
$15.5M
4
Jane Street
4
Jane Street
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.5M 1,208,177 -78,171 -6%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$12.6M 988,761 -18,604 -2%
Bank of America
3
Bank of America
North Carolina
$12.4M 969,933 +108,951 +13%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$12.3M 960,269 +10,650 +1%
Morgan Stanley
5
Morgan Stanley
New York
$11.4M 888,194 -292,859 -25%
MIS
6
Morningstar Investment Services
Illinois
$10.3M 803,713 +534,029 +198%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.99M 468,010 +51,457 +12%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$1.55M 121,330 +37,705 +45%
PAG
9
Private Advisory Group
Washington
$1.14M 88,802 -10,345 -10%
SAM
10
SignalPoint Asset Management
Missouri
$1.07M 83,893 -3,951 -4%
Truist Financial
11
Truist Financial
North Carolina
$992K 77,547 +77,547 New
UBS Group
12
UBS Group
Switzerland
$977K 76,399 +9,850 +15%
LPL Financial
13
LPL Financial
California
$910K 71,159 +3,246 +5%
PAG
14
Private Advisor Group
New Jersey
$906K 70,887 +10,419 +17%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$869K 67,945 +3,462 +5%
Betterment LLC
16
Betterment LLC
New York
$776K 60,700 -2,929 -5%
AWCI
17
Alpine Woods Capital Investors
New York
$716K 56,000 – –
AG
18
Advisor Group
Arizona
$663K 51,886 +5,151 +11%
NAM
19
NTV Asset Management
West Virginia
$594K 46,450 – –
RJA
20
Raymond James & Associates
Florida
$577K 45,145 -1,599 -3%
Stifel Financial
21
Stifel Financial
Missouri
$523K 40,948 -40,094 -49%
CF
22
Centaurus Financial
California
$505K 39,504 -593 -1%
JPLA
23
Joseph P. Lucia & Associates
New York
$497K 38,825 +10,750 +38%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$495K 38,722 -45,798 -54%
Goldman Sachs
25
Goldman Sachs
New York
$406K 31,754 -31 -0.1%
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