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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

88 hedge funds and large institutions have $74.8M invested in Invesco Global Listed Private Equity ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
30
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.02M
2
CA
2
Cetera Advisors
Colorado
$3.39M
3
Jane Street
3
Jane Street
New York
$1.14M
4
DWM
4
Darwin Wealth Management
Florida
$2.16M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.46M

Top Sellers

1
FWA
1
FOCUS Wealth Advisors
Texas
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$5.98M
4
FZCM
4
Flynn Zito Capital Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$7.44M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1
Endowment Wealth Management
Wisconsin
$8.05M 819,827 +29,100 +4%
Wells Fargo
2
Wells Fargo
California
$7.44M 757,931 -94,326 -11%
Morgan Stanley
3
Morgan Stanley
New York
$7.02M 714,358 +185,870 +35%
LPL Financial
4
LPL Financial
California
$5.98M 608,580 -131,982 -18%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$5.46M 555,590 +56,383 +11%
Bank of America
6
Bank of America
North Carolina
$5.11M 520,110 -50,176 -9%
CA
7
Cetera Advisors
Colorado
$3.39M 344,677 +136,263 +65%
AWA
8
Aletheian Wealth Advisors
Washington
$3.15M 321,065 +52,101 +19%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$2.88M 293,284 -4,453 -1%
DWM
10
Darwin Wealth Management
Florida
$2.16M 204,737 +70,189 +52%
NAM
11
NTV Asset Management
West Virginia
$1.63M 166,295 -11,700 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.56M 158,833 -66,002 -29%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$1.31M 133,584 -61,735 -32%
CAN
14
Cetera Advisor Networks
California
$1.31M 133,093 +7,938 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.17M 118,824 -28,716 -19%
Jane Street
16
Jane Street
New York
$1.14M 115,798 +76,289 +193%
Betterment LLC
17
Betterment LLC
New York
$983K 100,067 +2,748 +3%
UBS Group
18
UBS Group
Switzerland
$890K 90,683 -18,446 -17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$886K 90,232 +5,822 +7%
GRP
20
Global Retirement Partners
California
$738K 75,132 -1,937 -3%
MML Investors Services
21
MML Investors Services
Massachusetts
$709K 72,191 +5,817 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$665K 67,781 +19,783 +41%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$640K 65,195 -31,500 -33%
RJA
24
Raymond James & Associates
Florida
$623K 63,465 +1,080 +2%
SAM
25
SignalPoint Asset Management
Missouri
$545K 55,538 +2,357 +4%
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