PSP icon

Invesco Global Listed Private Equity ETF
PSP

Overview Fund Activity

73 hedge funds and large institutions have $130M invested in Invesco Global Listed Private Equity ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 24 closing their positions.

Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
24
Reduced
25
Closed
24
Calls
–
Puts
$336K
Net Calls
-$336K
Net Calls Change
-$336K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.8M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$26.1M
3
NYLIM
3
New York Life Investment Management
New York
$6.61M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.9M
5
NAM
5
NTV Asset Management
West Virginia
$1.31M

Top Sellers

1
AWA
1
Aletheian Wealth Advisors
Washington
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.34M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$1.4M
4
Wells Fargo
4
Wells Fargo
California
$4.53M
5
Betterment LLC
5
Betterment LLC
New York
$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
51
Concord Wealth Partners
Virginia
$33.2K +$12.9K +249 +63%
FFA
52
Founders Financial Alliance
North Carolina
$32.8K -$155 -3 -0.5%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$27K -$4.2K -82 -13%
HI
54
Harbour Investments
Wisconsin
$25.9K +$25.9K +502 New
TWM
55
Tradition Wealth Management
Minnesota
$22K +$102 +2 +0.5%
RG
56
Retirement Group
California
$12.7K – – –
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$7.23K – – –
NA
58
NewEdge Advisors
Louisiana
$4.13K -$207 -4 -5%
CIAS
59
Capital Investment Advisory Services
North Carolina
$3.2K – – –
RA
60
Rise Advisors
New York
$2.77K +$51 +1 +2%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2.43K +$2.43K +47 New
PA
62
Parallel Advisors
California
$2.3K – – –
SS
63
Sunbelt Securities
Texas
$2.02K – – –
ACA
64
Aptus Capital Advisors
Alabama
$1.91K – – –
GI
65
Gradient Investments
Minnesota
$1.86K – – –
AWM
66
Atticus Wealth Management
Florida
$1.55K – – –
HNB
67
Huntington National Bank
Ohio
$1.5K – – –
SIS
68
Sound Income Strategies
Florida
$878 +$878 +17 New
AssetMark Inc
69
AssetMark Inc
California
$723 +$723 +14 New
Comerica Bank
70
Comerica Bank
Texas
$690 +$690 +13 New
First Manhattan
71
First Manhattan
New York
$361 -$52 -1 -13%
HWP
72
Hibernia Wealth Partners
Louisiana
$297 +$297 +6 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$264 +$264 +16 New
FGAM
74
Financial Gravity Asset Management
Texas
$124 +$41 +1 +50%
AWA
75
Aletheian Wealth Advisors
Washington
– -$5.22M -99,285 Closed
1 2
3
4