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Invesco Global Listed Private Equity ETF
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Overview Fund Activity

96 hedge funds and large institutions have $175M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
40
Reduced
16
Closed
10
Calls
–
Puts
$544K
Net Calls
-$544K
Net Calls Change
-$544K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$16.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M
3
BWG
3
Beta Wealth Group
California
$5.06M
4
Bank of America
4
Bank of America
North Carolina
$21.6M
5
LPL Financial
5
LPL Financial
California
$12.7M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
NYLIM
2
New York Life Investment Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$533K
4
SWM
4
SeaCrest Wealth Management
New York
$0
5
PAS
5
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21.6M +$3.12M +45,355 +17%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M -$501K -7,281 -3%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$16.2M +$16M +231,828 +5,944%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14M +$6.23M +90,452 +81%
EWM
5
Endowment Wealth Management
Wisconsin
$13M -$79.4K -1,153 -0.6%
LPL Financial
6
LPL Financial
California
$12.7M +$2.77M +40,166 +28%
Wells Fargo
7
Wells Fargo
California
$9.48M +$2.06M +29,929 +28%
AWA
8
Aletheian Wealth Advisors
Washington
$8.24M +$563K +8,177 +7%
BWG
9
Beta Wealth Group
California
$5.06M +$5.06M +73,550 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.83M -$38.2K -555 -1%
Jane Street
11
Jane Street
New York
$3.44M +$1.21M +17,630 +54%
TFP
12
Traction Financial Partners
Wyoming
$3.22M -$79.2K -1,150 -2%
AWM
13
Axxcess Wealth Management
California
$3.05M +$195K +2,831 +7%
AWM
14
Apollon Wealth Management
South Carolina
$2.88M +$2.59M +37,682 +900%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.39M +$786K +11,945 +49%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.28M +$225K +3,270 +11%
Raymond James Financial
17
Raymond James Financial
Florida
$2.21M +$198K +2,876 +10%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$2.05M +$1.23M +17,859 +150%
Citadel Advisors
19
Citadel Advisors
Florida
$1.85M +$497K +7,212 +37%
NAM
20
NTV Asset Management
West Virginia
$1.64M -$27.5K -400 -2%
GRP
21
Global Retirement Partners
California
$1.35M +$1.35M +19,572 New
NA
22
NewEdge Advisors
Louisiana
$1.31M +$138K +2,009 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.27M +$496K +7,204 +64%
UBS Group
24
UBS Group
Switzerland
$1.26M +$78.8K +1,145 +7%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$1.21M +$263K +3,823 +28%
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