PSP icon

Invesco Global Listed Private Equity ETF
PSP

Overview Fund Activity

77 hedge funds and large institutions have $81.3M invested in Invesco Global Listed Private Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$11M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.53M
3
FAM
3
Formidable Asset Management
Ohio
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.31M
5
PAG
5
Private Advisor Group
New Jersey
$838K

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$6.38M
2
Bank of America
2
Bank of America
North Carolina
$4.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$9.48M
5
MIS
5
Morningstar Investment Services
Illinois
$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
26
NTV Asset Management
West Virginia
$450K -$10.4K -200 -2%
JPLA
27
Joseph P. Lucia & Associates
New York
$402K – – –
Principal Financial Group
28
Principal Financial Group
Iowa
$380K +$17.3K +333 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$321K +$68.2K +1,317 +27%
BJL
30
Brighton Jones LLC
Washington
$311K – – –
FTUS
31
Flow Traders U.S.
New York
$284K +$38.3K +738 +16%
MML Investors Services
32
MML Investors Services
Massachusetts
$282K +$83.8K +1,616 +42%
CW
33
CreativeOne Wealth
Kansas
$262K +$67.3K +1,299 +35%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$244K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$211K +$7.41K +143 +4%
UCFA
36
United Capital Financial Advisors
Texas
$209K +$621 +12 +0.3%
SFP
37
Strategic Financial Partners
Oregon
$180K -$3.93K -76 -2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$151K +$39.9K +771 +36%
HighTower Advisors
39
HighTower Advisors
Illinois
$140K -$137K -2,626 -50%
WP
40
WealthSource Partners
California
$140K -$105K -2,020 -43%
RFN
41
RDA Financial Network
Iowa
$130K +$18.7K +360 +17%
22CM
42
20/20 Capital Management
California
$128K +$128K +2,298 New
JWCA
43
J.W. Cole Advisors
Florida
$128K +$128K +2,476 New
DAS
44
Dynamic Advisor Solutions
Arizona
$123K -$1.77K -34 -1%
AWE
45
Avidian Wealth Enterprises
Texas
$123K +$311 +6 +0.3%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$117K -$107K -2,055 -48%
PAS
47
Park Avenue Securities
New York
$115K -$4.86K -94 -4%
Truist Financial
48
Truist Financial
North Carolina
$111K -$738K -14,273 -87%
CFB
49
Cullen/Frost Bankers
Texas
$89K +$89K +1,720 New
CAAS
50
Capital Asset Advisory Services
Michigan
$88K +$5.02K +90 +6%
1
2
3 4