PSP icon

Invesco Global Listed Private Equity ETF
PSP

Overview Fund Activity

85 hedge funds and large institutions have $160M invested in Invesco Global Listed Private Equity ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
22
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.46M
2
Jane Street
2
Jane Street
New York
$2.23M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.17M
4
NYLIM
4
New York Life Investment Management
New York
$8.87M
5
FTUS
5
Flow Traders U.S.
New York
$1.52M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.2M
3
FMP
3
Financial Management Professionals
Texas
$0
4
SW
4
Simplicity Wealth
New Jersey
$0
5
TFP
5
Traction Financial Partners
Wyoming
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
51
Warther Private Wealth
Ohio
$237K – – –
LFG
52
Larson Financial Group
Missouri
$223K +$13.2K +193 +6%
PAG
53
Private Advisory Group
Washington
$203K +$203K +2,982 New
Truist Financial
54
Truist Financial
North Carolina
$203K +$203K +2,971 New
CIA
55
Cape Investment Advisory
Georgia
$113K +$205 +3 +0.2%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$81.9K – – –
RIL
57
Rothschild Investment LLC
Illinois
$54.6K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$52.5K – – –
JIP
59
Jaffetilchin Investment Partners
Florida
$45.1K +$45.1K +662 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$44.7K – – –
NP
61
NorthRock Partners
Minnesota
$43.5K – – –
FIM
62
FWL Investment Management
Texas
$43.3K +$43.3K +635 New
FFA
63
Founders Financial Alliance
North Carolina
$32.5K -$9.07K -133 -22%
PTC
64
Private Trust Company
Ohio
$26.7K – – –
CPG
65
Cornerstone Planning Group
New Jersey
$25.2K +$205 +3 +0.8%
PS
66
Principal Securities
Iowa
$24.5K -$196K -2,867 -89%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$14.9K +$6.75K +99 +83%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$12.1K -$20.6K -302 -63%
GT
69
Glenmede Trust
Pennsylvania
$11.1K -$15.3K -224 -58%
DP
70
Denver PWM
Colorado
$10.2K +$68 +1 +0.7%
MA
71
Montag & Associates
Georgia
$9.89K +$9.89K +145 New
AssetMark Inc
72
AssetMark Inc
California
$7.98K -$205 -3 -3%
CWP
73
Concord Wealth Partners
Virginia
$6.81K +$6.81K +100 New
CJ
74
Caitlin John
Michigan
$6.15K – – –
RIA
75
Realta Investment Advisors
Delaware
$4.08K -$29.3K -431 -88%
1 2
3
4