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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

77 hedge funds and large institutions have $81.3M invested in Invesco Global Listed Private Equity ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.53M
3
FAM
3
Formidable Asset Management
Ohio
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.31M
5
PAG
5
Private Advisor Group
New Jersey
$838K

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$6.38M
2
Bank of America
2
Bank of America
North Carolina
$4.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$9.48M
5
MIS
5
Morningstar Investment Services
Illinois
$9.32M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$11M 1,066,026 +1,058,128 +13,397%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M 1,003,066 -267,058 -21%
Wells Fargo
3
Wells Fargo
California
$9.48M 914,842 -215,549 -19%
MIS
4
Morningstar Investment Services
Illinois
$9.32M 910,074 -131,411 -13%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$6.38M 615,760 -530,157 -46%
Bank of America
6
Bank of America
North Carolina
$4.8M 463,573 -473,100 -51%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.61M 445,137 +12,344 +3%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$3.83M 369,880 -4,601 -1%
UBS Group
9
UBS Group
Switzerland
$2.1M 202,432 +15,211 +8%
Citadel Advisors
10
Citadel Advisors
Florida
$1.53M 147,800 +147,800 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.31M 126,120 +103,574 +459%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.22M 118,143 -112,415 -49%
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$1.12M 108,030 -9,923 -8%
FAM
14
Formidable Asset Management
Ohio
$1.1M 105,714 +105,714 New
PAG
15
Private Advisory Group
Washington
$863K 83,311 -3,705 -4%
PAG
16
Private Advisor Group
New Jersey
$838K 80,855 +60,006 +288%
SAM
17
SignalPoint Asset Management
Missouri
$835K 80,641 -3,313 -4%
LPL Financial
18
LPL Financial
California
$807K 77,938 +9,827 +14%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$721K 69,613 +94 +0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$704K 67,904 +4,560 +7%
Betterment LLC
21
Betterment LLC
New York
$690K 66,595 +5,843 +10%
AWCI
22
Alpine Woods Capital Investors
New York
$580K 56,000 – –
GRP
23
Global Retirement Partners
California
$550K 53,078 +19,408 +58%
Stifel Financial
24
Stifel Financial
Missouri
$494K 47,730 +7,550 +19%
RJA
25
Raymond James & Associates
Florida
$473K 45,663 -337 -0.7%
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