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Invesco Global Listed Private Equity ETF

90 hedge funds and large institutions have $174M invested in Invesco Global Listed Private Equity ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $160M → $174M (+$13.3M)

6% more funds holding

Funds holding: 8590 (+5)

0.82% more ownership

Funds ownership: 61.98%62.8% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
27
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$1.02M -$47.6K -692 -4%
UBS Group
27
UBS Group
Switzerland
$1M -$402K -5,843 -28%
BFG
28
Bleakley Financial Group
New Jersey
$965K -$125K -1,821 -11%
LFASL
29
Lugano Financial Advisors SA (LFA)
Switzerland
$950K -$76.3K -1,108 -7%
AWS
30
Atria Wealth Solutions
New York
$915K +$85.2K +1,238 +10%
ATS
31
Ashton Thomas Securities
New York
$887K +$206K +2,995 +29%
DWM
32
Darwin Wealth Management
Florida
$876K -$212K -3,085 -19%
SIA
33
Schechter Investment Advisors
Michigan
$828K +$182K +2,645 +27%
CG
34
Cynosure Group
Utah
$790K +$275K +3,992 +51%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$767K +$791K +11,481 New
SWM
36
SeaCrest Wealth Management
New York
$717K +$740K +10,740 New
SAM
37
SignalPoint Asset Management
Missouri
$700K -$30.8K -448 -4%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$660K +$56K +814 +9%
Betterment LLC
39
Betterment LLC
New York
$591K -$20.9K -304 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$556K -$34.3K -498 -6%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$479K -$12.9K -188 -3%
PAG
42
Private Advisor Group
New Jersey
$433K -$21.9K -318 -5%
BJL
43
Brighton Jones LLC
Washington
$401K +$413K +6,000 New
JPLA
44
Joseph P. Lucia & Associates
New York
$385K
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$377K -$14K -204 -3%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$363K
Citadel Advisors
47
Citadel Advisors
Florida
$359K -$327K -4,745 -47%
BHBT
48
Burke & Herbert Bank & Trust
Virginia
$334K +$33.4K +485 +11%
CA
49
CoreCap Advisors
Michigan
$331K +$341K +4,952 New
FFS
50
Founders Financial Securities
Maryland
$303K -$33.4K -485 -10%

PSP Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q4 2024, worth a combined $174M — up 8.3% from $160M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSP positions and 10 closed out — a net gain of 8 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.12M. The largest seller was Susquehanna International Group, cutting an estimated $1.09M.

  • 90 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $174M of Invesco Global Listed Private Equity ETF stock for Q4 2024, up 8.3% quarter-over-quarter.
  • 18 funds opened new Invesco Global Listed Private Equity ETF positions in Q4 2024 and 10 closed out, a net change of +8 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q4 2024 was Morgan Stanley, an estimated $8.12M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2024.