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Invesco Global Listed Private Equity ETF

88 hedge funds and large institutions have $147M invested in Invesco Global Listed Private Equity ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 19 closing their positions.

Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
15
Increased
36
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$17.2M 1,109,578 +36,750 +3%
LPL Financial
2
LPL Financial
California
$17M 1,100,943 +175,949 +19%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$16.7M 1,081,205 +36,312 +3%
Morgan Stanley
4
Morgan Stanley
New York
$10.5M 677,928 +95,198 +16%
FWA
5
FOCUS Wealth Advisors
Texas
$9.19M 594,701 +35,512 +6%
EWM
6
Endowment Wealth Management
Wisconsin
$8.77M 567,030 +567,030 New
Bank of America
7
Bank of America
North Carolina
$8.05M 520,755 +108,892 +26%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$7.15M 462,333 -123,560 -21%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$6.36M 411,285 +411,285 New
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$3.88M 251,059 +4,409 +2%
AWA
11
Aletheian Wealth Advisors
Washington
$3.82M 247,368 +247,368 New
AAS
12
Ameritas Advisory Services
Nebraska
$3.52M 227,613 +227,613 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.83M 182,850 +15,104 +9%
NAM
14
NTV Asset Management
West Virginia
$2.66M 171,985 +11,650 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.14M 138,399 +29,947 +28%
UBS Group
16
UBS Group
Switzerland
$2M 129,150 -2,928 -2%
TNBTD
17
Trustmark National Bank Trust Department
Mississippi
$1.62M 104,495 -83 -0.1%
Betterment LLC
18
Betterment LLC
New York
$1.46M 94,383 +2,969 +3%
DWM
19
Darwin Wealth Management
Florida
$1.35M 94,257 +30,955 +49%
PAG
20
Private Advisor Group
New Jersey
$1.29M 83,106 -46,856 -36%
CAN
21
Cetera Advisor Networks
California
$1.19M 77,255 +52,882 +217%
RJA
22
Raymond James & Associates
Florida
$982K 63,507 +1,490 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$954K 61,723 +11,217 +22%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$933K 60,316 -12,612 -17%
CA
25
Cetera Advisors
Colorado
$888K 57,441 +57,441 New