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Invesco Global Listed Private Equity ETF

92 hedge funds and large institutions have $70.8M invested in Invesco Global Listed Private Equity ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
28
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10M 1,187,275 +667,165 +128%
EWM
2
Endowment Wealth Management
Wisconsin
$7.2M 850,772 +30,945 +4%
Wells Fargo
3
Wells Fargo
California
$6.34M 749,034 -8,897 -1%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$4.93M 583,192 +27,602 +5%
LPL Financial
5
LPL Financial
California
$4.75M 561,460 -47,120 -8%
Morgan Stanley
6
Morgan Stanley
New York
$4M 472,227 -242,131 -34%
CCMG
7
Clark Capital Management Group
Pennsylvania
$3.43M 405,037 +405,037 New
AWA
8
Aletheian Wealth Advisors
Washington
$2.64M 311,800 -9,265 -3%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$2.54M 300,072 +6,788 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.73M 204,969 +46,136 +29%
DWM
11
Darwin Wealth Management
Florida
$1.66M 191,350 -13,387 -7%
NAM
12
NTV Asset Management
West Virginia
$1.33M 157,595 -8,700 -5%
CAN
13
Cetera Advisor Networks
California
$1.17M 137,774 +4,681 +4%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$1.15M 135,996 +2,412 +2%
FZCM
15
Flynn Zito Capital Management
New York
$1.12M 132,879 +132,879 New
CA
16
Cetera Advisors
Colorado
$1.12M 132,461 -212,216 -62%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.1M 129,537 +10,713 +9%
Betterment LLC
18
Betterment LLC
New York
$983K 100,067
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$788K 93,168 +2,936 +3%
AWM
20
AE Wealth Management
Kansas
$739K 87,295 +87,295 New
UBS Group
21
UBS Group
Switzerland
$718K 84,906 -5,777 -6%
GRP
22
Global Retirement Partners
California
$680K 74,492 -640 -0.9%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$552K 65,195
RJA
24
Raymond James & Associates
Florida
$529K 62,560 -905 -1%
SAM
25
SignalPoint Asset Management
Missouri
$466K 55,098 -440 -0.8%