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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

82 hedge funds and large institutions have $156M invested in Invesco Global Listed Private Equity ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
13
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.2M
2
AWA
2
Aletheian Wealth Advisors
Washington
$6.11M
3
Bank of America
3
Bank of America
North Carolina
$17.2M
4
AAS
4
Ameritas Advisory Services
Nebraska
$3.46M
5
TFP
5
Traction Financial Partners
Wyoming
$3.13M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$21.6M
2
NYLIM
2
New York Life Investment Management
New York
$3.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.8M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$21.6M 347,861 -156,933 -31%
Bank of America
2
Bank of America
North Carolina
$17.2M 277,223 +66,329 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M 269,656 -36,085 -12%
Morgan Stanley
4
Morgan Stanley
New York
$13.2M 211,684 +108,425 +105%
EWM
5
Endowment Wealth Management
Wisconsin
$12.3M 197,884 -1,300 -0.7%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.5M 168,714 -41,281 -20%
LPL Financial
7
LPL Financial
California
$9.18M 147,596 +864 +0.6%
AWA
8
Aletheian Wealth Advisors
Washington
$6.11M 98,227 +98,227 New
Wells Fargo
9
Wells Fargo
California
$4.54M 72,993 -14,774 -17%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.64M 58,508 -7,769 -12%
Jane Street
11
Jane Street
New York
$3.47M 55,761 +20,995 +60%
AAS
12
Ameritas Advisory Services
Nebraska
$3.46M 55,688 +55,688 New
NYLIM
13
New York Life Investment Management
New York
$3.2M 51,524 -76,392 -60%
TFP
14
Traction Financial Partners
Wyoming
$3.13M 50,360 +50,360 New
CCMG
15
Clark Capital Management Group
Pennsylvania
$2.79M 44,893 -25,537 -36%
CAN
16
Cetera Advisor Networks
California
$2.44M 39,163 -1,170 -3%
BFG
17
Bleakley Financial Group
New Jersey
$1.86M 29,888 -16,647 -36%
SS
18
Simplicity Solutions
Minnesota
$1.86M 29,888 -16,647 -36%
AI
19
Atria Investments
North Carolina
$1.77M 28,439 -6,594 -19%
NAM
20
NTV Asset Management
West Virginia
$1.58M 25,358 -1 -0%
DWM
21
Darwin Wealth Management
Florida
$1.44M 23,086 -2,058 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.23M 19,798 -3,163 -14%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$1.16M 18,674 -8,384 -31%
MML Investors Services
24
MML Investors Services
Massachusetts
$888K 14,279 +422 +3%
GRP
25
Global Retirement Partners
California
$816K 13,807 -10 -0.1%
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