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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $150M invested in Invesco Global Listed Private Equity ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
27
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.09M
2
CA
2
Cetera Advisors
Colorado
$3.45M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.54M
4
SOS
4
Silver Oak Securities
Tennessee
$2.38M
5
SW
5
Simplicity Wealth
New Jersey
$1.52M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.14M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.01M
3
Jane Street
3
Jane Street
New York
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$21.7M 330,553 -17,308 -5%
Bank of America
2
Bank of America
North Carolina
$17.9M 271,370 -5,853 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.8M 254,455 -15,201 -6%
EWM
4
Endowment Wealth Management
Wisconsin
$11.8M 179,008 -18,876 -10%
LPL Financial
5
LPL Financial
California
$8.85M 134,188 -13,408 -9%
Morgan Stanley
6
Morgan Stanley
New York
$8.01M 121,425 -90,259 -43%
AWA
7
Aletheian Wealth Advisors
Washington
$7.01M 106,302 +8,075 +8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.54M 99,091 +40,583 +69%
Wells Fargo
9
Wells Fargo
California
$5.25M 79,576 +6,583 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$4.09M 62,013 +57,884 +1,402%
TFP
11
Traction Financial Partners
Wyoming
$3.75M 57,549 +7,189 +14%
CA
12
Cetera Advisors
Colorado
$3.45M 52,242 +47,822 +1,082%
CCMG
13
Clark Capital Management Group
Pennsylvania
$3.09M 46,850 +1,957 +4%
CAN
14
Cetera Advisor Networks
California
$2.56M 38,785 -378 -1%
SOS
15
Silver Oak Securities
Tennessee
$2.38M 36,149 +36,149 New
AI
16
Atria Investments
North Carolina
$1.89M 28,621 +182 +0.6%
NAM
17
NTV Asset Management
West Virginia
$1.57M 23,825 -1,533 -6%
BFG
18
Bleakley Financial Group
New Jersey
$1.52M 23,119 -6,769 -23%
SW
19
Simplicity Wealth
New Jersey
$1.52M 23,119 +23,119 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.38M 20,882 +20,882 New
DWM
21
Darwin Wealth Management
Florida
$1.35M 20,456 -2,630 -11%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.14M 17,223 -151,491 -90%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$1.09M 16,485 -2,189 -12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.06M 16,074 -3,724 -19%
GRP
25
Global Retirement Partners
California
$909K 13,785 -22 -0.2%
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