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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
CMMS
51
Comprehensive Money Management Services
Florida
$291K +$300K +4,355 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$268K +$276K +4,014 New
AIM
53
Advyzon Investment Management
Illinois
$250K +$258K +3,749 New
TFA
54
Tranquilli Financial Advisor
New Jersey
$248K +$482 +7 +0.2%
AWM
55
Apollon Wealth Management
South Carolina
$239K +$246K +3,575 New
WPW
56
Warther Private Wealth
Ohio
$232K
PWM
57
Perigon Wealth Management
California
$231K +$232K +3,376 New
LFG
58
Larson Financial Group
Missouri
$222K +$4.06K +59 +2%
AFG
59
Atomi Financial Group
New York
$211K -$260K -3,774 -54%
MSA
60
Marino Stram & Associates
Massachusetts
$203K +$209K +3,042 New
CIA
61
Cape Investment Advisory
Georgia
$108K -$2.55K -37 -2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$80.1K
RIL
63
Rothschild Investment LLC
Illinois
$53.4K
SPIA
64
Steward Partners Investment Advisory
New York
$51.4K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$43.7K
NP
66
NorthRock Partners
Minnesota
$42.6K
CPG
67
Cornerstone Planning Group
New Jersey
$26.4K +$413 +6 +2%
PTC
68
Private Trust Company
Ohio
$26.2K
AWM
69
AE Wealth Management
Kansas
$25.3K +$26.1K +379 New
PS
70
Principal Securities
Iowa
$24K
FFA
71
Founders Financial Alliance
North Carolina
$22.2K -$9.98K -145 -30%
JP Morgan Chase
72
JP Morgan Chase
New York
$17.1K +$2.55K +37 +17%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$15.6K +$3.86K +56 +31%
MA
74
Montag & Associates
Georgia
$9.68K
AssetMark Inc
75
AssetMark Inc
California
$7.81K

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.