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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

98 hedge funds and large institutions have $81.5M invested in Invesco Global Listed Private Equity ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
26
Reduced
36
Closed
17
Calls
–
Puts
$317K
Net Calls
-$317K
Net Calls Change
+$15K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.96M
3
EWM
3
Endowment Wealth Management
Wisconsin
$9.83M
4
SOS
4
Silver Oak Securities
Tennessee
$1M
5
AWA
5
Aletheian Wealth Advisors
Washington
$4.55M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$13K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.84M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$6.67M
5
FZCM
5
Flynn Zito Capital Management
New York
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11M 1,084,635 -6,194,111 -85%
EWM
2
Endowment Wealth Management
Wisconsin
$9.83M 979,865 +134,720 +16%
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.67M 660,208 -107,898 -14%
LPL Financial
4
LPL Financial
California
$6.36M 628,953 +449,539 +251%
Wells Fargo
5
Wells Fargo
California
$5.09M 503,776 -385 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$4.84M 478,731 -463,979 -49%
AWA
7
Aletheian Wealth Advisors
Washington
$4.55M 449,714 +79,102 +21%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.09M 305,846 +22,629 +8%
LFASL
9
Lugano Financial Advisors SA (LFA)
Switzerland
$2.8M 277,219 -9,180 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.99M 197,118 +10,284 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.96M 193,664 +180,469 +1,368%
Jane Street
12
Jane Street
New York
$1.68M 166,594 +56 +0%
CAN
13
Cetera Advisor Networks
California
$1.47M 145,756 +1,197 +0.8%
DWM
14
Darwin Wealth Management
Florida
$1.42M 138,458 -45,088 -25%
NAM
15
NTV Asset Management
West Virginia
$1.36M 134,495 -1,500 -1%
Betterment LLC
16
Betterment LLC
New York
$1.16M 114,239 +2,448 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.03M 101,733 +32,927 +48%
SOS
18
Silver Oak Securities
Tennessee
$1M 99,126 +99,126 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$934K 92,408 -26,624 -22%
CA
20
Cetera Advisors
Colorado
$793K 78,424 -24,991 -24%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$736K 72,728 -9,346 -11%
GRP
22
Global Retirement Partners
California
$718K 70,251 +72 +0.1%
CW
23
CreativeOne Wealth
Kansas
$701K 69,375 +12,327 +22%
MML Investors Services
24
MML Investors Services
Massachusetts
$577K 57,071 +1,943 +4%
UBS Group
25
UBS Group
Switzerland
$566K 55,966 +817 +1%
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