PSP icon

Invesco Global Listed Private Equity ETF
PSP

Overview Fund Activity

103 hedge funds and large institutions have $142M invested in Invesco Global Listed Private Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+12
Holders Change %
+13.19%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
25
Reduced
35
Closed
6
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
-$332K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.9M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$7.25M
4
Jane Street
4
Jane Street
New York
$1.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.12M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.69M
2
Wells Fargo
2
Wells Fargo
California
$4.76M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$0
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$149K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$540K -$339K -7,181 -39%
CW
27
CreativeOne Wealth
Kansas
$539K +$44.4K +940 +9%
RJA
28
Raymond James & Associates
Florida
$530K -$61K -1,293 -10%
UBS Group
29
UBS Group
Switzerland
$521K -$281K -5,951 -35%
MML Investors Services
30
MML Investors Services
Massachusetts
$520K +$15.2K +322 +3%
AWM
31
AE Wealth Management
Kansas
$518K -$306K -6,490 -37%
SAM
32
SignalPoint Asset Management
Missouri
$513K -$6.84K -145 -1%
RWPA
33
Richard W. Paul & Associates
Michigan
$487K +$487K +10,325 New
BV
34
Boxwood Ventures
Illinois
$445K – – –
PAS
35
Park Avenue Securities
New York
$362K +$189K +4,013 +110%
JPLA
36
Joseph P. Lucia & Associates
New York
$308K – – –
FFS
37
Founders Financial Securities
Maryland
$289K +$7.32K +155 +3%
PA
38
PFG Advisors
Arizona
$288K -$24.5K -519 -8%
BJL
39
Brighton Jones LLC
Washington
$283K – – –
JIP
40
Jaffetilchin Investment Partners
Florida
$275K -$9.16K -194 -3%
FAM
41
Formidable Asset Management
Ohio
$275K -$3.77K -80 -1%
HighTower Advisors
42
HighTower Advisors
Illinois
$265K +$190 +4 +0.1%
KAS
43
Kestra Advisory Services
Texas
$259K -$45.6K -965 -15%
IA
44
IFP Advisors
Florida
$235K -$26.8K -439 -10%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$211K +$24.5K +520 +13%
OC
46
Oppenheimer & Co
New York
$200K +$11.3K +240 +6%
EH
47
Equitable Holdings
New York
$197K +$3.07K +65 +2%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$196K – – –
Citadel Advisors
49
Citadel Advisors
Florida
$196K +$196K +4,161 New
RFN
50
RDA Financial Network
Iowa
$194K – – –
1
2
3 4 5