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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

96 hedge funds and large institutions have $113M invested in Invesco Global Listed Private Equity ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
36
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$7.75M
2
EWM
2
Endowment Wealth Management
Wisconsin
$10.2M
3
CA
3
Cetera Advisors
Colorado
$2.69M
4
FZCM
4
Flynn Zito Capital Management
New York
$1.24M
5
GRP
5
Global Retirement Partners
California
$834K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$83K
2
LPL Financial
2
LPL Financial
California
$9.55M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11M 852,257 -257,321 -23%
EWM
2
Endowment Wealth Management
Wisconsin
$10.2M 790,727 +223,697 +39%
LPL Financial
3
LPL Financial
California
$9.55M 740,562 -360,381 -33%
FWA
4
FOCUS Wealth Advisors
Texas
$7.78M 603,459 +8,758 +1%
CCMG
5
Clark Capital Management Group
Pennsylvania
$7.75M 601,117 +601,117 New
Bank of America
6
Bank of America
North Carolina
$7.35M 570,286 +49,531 +10%
Morgan Stanley
7
Morgan Stanley
New York
$6.81M 528,488 -149,440 -22%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$6.44M 499,207 +36,874 +8%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$3.84M 297,737 -113,548 -28%
AWA
10
Aletheian Wealth Advisors
Washington
$3.47M 268,964 +21,596 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.9M 224,835 +41,985 +23%
CA
12
Cetera Advisors
Colorado
$2.69M 208,414 +150,973 +263%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$2.52M 195,319 -55,740 -22%
NAM
14
NTV Asset Management
West Virginia
$2.29M 177,995 +6,010 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.9M 147,540 +9,141 +7%
DWM
16
Darwin Wealth Management
Florida
$1.73M 134,548 +40,291 +43%
CAN
17
Cetera Advisor Networks
California
$1.61M 125,155 +47,900 +62%
UBS Group
18
UBS Group
Switzerland
$1.41M 109,129 -20,021 -16%
Betterment LLC
19
Betterment LLC
New York
$1.25M 97,319 +2,936 +3%
TNBTD
20
Trustmark National Bank Trust Department
Mississippi
$1.25M 96,695 -7,800 -7%
FZCM
21
Flynn Zito Capital Management
New York
$1.24M 96,267 +96,267 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.09M 84,410 +22,687 +37%
MML Investors Services
23
MML Investors Services
Massachusetts
$856K 66,374 +18,849 +40%
GRP
24
Global Retirement Partners
California
$834K 77,069 +77,069 New
Truist Financial
25
Truist Financial
North Carolina
$805K 62,441 +11,889 +24%
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