PSP icon

Invesco Global Listed Private Equity ETF
PSP

Overview Fund Activity

91 hedge funds and large institutions have $70.8M invested in Invesco Global Listed Private Equity ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
25
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$3.43M
3
FZCM
3
Flynn Zito Capital Management
New York
$1.12M
4
AWM
4
AE Wealth Management
Kansas
$739K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4M
2
CA
2
Cetera Advisors
Colorado
$1.12M
3
Jane Street
3
Jane Street
New York
$298K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LPL Financial
5
LPL Financial
California
$4.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$457K -$117K -2,761 -20%
MML Investors Services
27
MML Investors Services
Massachusetts
$453K -$158K -3,734 -26%
CW
28
CreativeOne Wealth
Kansas
$443K +$49.1K +1,160 +12%
BV
29
Boxwood Ventures
Illinois
$399K +$2.88K +68 +0.7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$360K +$6.81K +161 +2%
FIM
31
Freedom Investment Management
Connecticut
$328K +$19.4K +459 +6%
Jane Street
32
Jane Street
New York
$298K -$682K -16,118 -70%
PA
33
PFG Advisors
Arizona
$280K +$165K +3,897 +143%
JPLA
34
Joseph P. Lucia & Associates
New York
$276K – – –
KAS
35
Kestra Advisory Services
Texas
$273K +$16.4K +387 +6%
FAM
36
Formidable Asset Management
Ohio
$270K -$13.1K -286 -5%
IA
37
IFP Advisors
Florida
$265K +$11.1K +180 +4%
JIP
38
Jaffetilchin Investment Partners
Florida
$255K -$10.3K -244 -4%
BJL
39
Brighton Jones LLC
Washington
$254K – – –
FFS
40
Founders Financial Securities
Maryland
$252K +$252K +5,963 New
HighTower Advisors
41
HighTower Advisors
Illinois
$238K +$238K +5,577 New
PAG
42
Private Advisor Group
New Jersey
$209K +$12.2K +288 +6%
MCM
43
MAI Capital Management
Ohio
$200K +$200K +4,729 New
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$184K +$636 +15 +0.3%
Truist Financial
45
Truist Financial
North Carolina
$183K -$166K -3,932 -48%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$181K -$91.6K -2,165 -34%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$176K +$176K +4,163 New
RFN
48
RDA Financial Network
Iowa
$174K – – –
EH
49
Equitable Holdings
New York
$173K +$9.46K +224 +6%
UCFA
50
United Capital Financial Advisors
Texas
$172K – – –
1
2
3 4