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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

84 hedge funds and large institutions have $145M invested in Invesco Global Listed Private Equity ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% 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
17
Increased
29
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$6.35M
2
AWM
2
Axxcess Wealth Management
California
$2.66M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.6M
4
LPL Financial
4
LPL Financial
California
$9.89M
5
FMP
5
Financial Management Professionals
Texas
$2.05M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$19M
5
BFG
5
Bleakley Financial Group
New Jersey
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$19M 311,651 -18,902 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.6M 287,493 +33,038 +13%
Bank of America
3
Bank of America
North Carolina
$13.5M 220,627 -50,743 -19%
EWM
4
Endowment Wealth Management
Wisconsin
$11.5M 188,875 +9,867 +6%
LPL Financial
5
LPL Financial
California
$9.89M 161,924 +27,736 +21%
Morgan Stanley
6
Morgan Stanley
New York
$8.52M 139,544 +18,119 +15%
AWA
7
Aletheian Wealth Advisors
Washington
$6.93M 113,380 +7,078 +7%
NYLIM
8
New York Life Investment Management
New York
$6.35M 103,919 +103,919 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.89M 96,459 -2,632 -3%
Wells Fargo
10
Wells Fargo
California
$5.55M 90,927 +11,351 +14%
TFP
11
Traction Financial Partners
Wyoming
$4M 63,156 +5,607 +10%
CCMG
12
Clark Capital Management Group
Pennsylvania
$3.8M 62,258 +15,408 +33%
AWM
13
Axxcess Wealth Management
California
$2.66M 43,480 +43,480 New
SOS
14
Silver Oak Securities
Tennessee
$2.23M 36,535 +386 +1%
FMP
15
Financial Management Professionals
Texas
$2.05M 33,485 +24,071 +256%
AI
16
Atria Investments
North Carolina
$1.73M 28,364 -257 -0.9%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.65M 27,053 +19,316 +250%
NAM
18
NTV Asset Management
West Virginia
$1.44M 23,608 -217 -0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.31M 21,504 +4,281 +25%
DWM
20
Darwin Wealth Management
Florida
$1.2M 19,710 -746 -4%
BFG
21
Bleakley Financial Group
New Jersey
$1.14M 18,726 -4,393 -19%
SW
22
Simplicity Wealth
New Jersey
$1.14M 18,726 -4,393 -19%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.02M 16,765 +691 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$951K 15,563 +2,445 +19%
GRP
25
Global Retirement Partners
California
$942K 15,419 +1,634 +12%
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