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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

73 hedge funds and large institutions have $130M invested in Invesco Global Listed Private Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
73
Holders Change
-12
Holders Change %
-14.12%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
2
Reduced
58
Closed
24
Calls
–
Puts
$336K
Net Calls
-$336K
Net Calls Change
-$336K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.8M
2
NAM
2
NTV Asset Management
West Virginia
$1.31M
3
Citadel Advisors
3
Citadel Advisors
Florida
$772K
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$378K
5
FFS
5
Founders Financial Securities
Maryland
$288K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$26.1M
2
Bank of America
2
Bank of America
North Carolina
$10.9M
3
EWM
3
Endowment Wealth Management
Wisconsin
$10.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.34M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$26.1M 504,794 -1,409,889 -74%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.8M 305,741 +305,741 New
Bank of America
3
Bank of America
North Carolina
$10.9M 210,894 -877,387 -81%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.9M 209,995 -668,394 -76%
EWM
5
Endowment Wealth Management
Wisconsin
$10.3M 199,184 -786,091 -80%
LPL Financial
6
LPL Financial
California
$7.58M 146,732 -518,101 -78%
NYLIM
7
New York Life Investment Management
New York
$6.61M 127,916 -322,508 -72%
Morgan Stanley
8
Morgan Stanley
New York
$5.34M 103,259 -569,104 -85%
Wells Fargo
9
Wells Fargo
California
$4.53M 87,767 -440,092 -83%
CCMG
10
Clark Capital Management Group
Pennsylvania
$3.64M 70,430 -278,200 -80%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.42M 66,277 -264,504 -80%
BFG
12
Bleakley Financial Group
New Jersey
$2.4M 46,535 -191,617 -80%
SS
13
Simplicity Solutions
Minnesota
$2.4M 46,535 -191,617 -80%
CAN
14
Cetera Advisor Networks
California
$2.08M 40,333 -159,749 -80%
AI
15
Atria Investments
North Carolina
$1.81M 35,033 -136,668 -80%
Jane Street
16
Jane Street
New York
$1.8M 34,766 -47,330 -58%
LFASL
17
Lugano Financial Advisors SA (LFA)
Switzerland
$1.4M 27,058 -254,549 -90%
NAM
18
NTV Asset Management
West Virginia
$1.31M 25,359 +25,359 New
DWM
19
Darwin Wealth Management
Florida
$1.3M 25,144 -107,498 -81%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.19M 22,961 -53,372 -70%
Citadel Advisors
21
Citadel Advisors
Florida
$772K 14,945 +14,945 New
MML Investors Services
22
MML Investors Services
Massachusetts
$716K 13,857 -50,881 -79%
GRP
23
Global Retirement Partners
California
$692K 13,817 -57,272 -81%
Betterment LLC
24
Betterment LLC
New York
$620K 12,003 -106,148 -90%
SAM
25
SignalPoint Asset Management
Missouri
$578K 11,189 -45,178 -80%
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