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Invesco Global Listed Private Equity ETF
PSP

92 hedge funds and large institutions have $139M invested in Invesco Global Listed Private Equity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 90 → 92 (+2)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7.14% less ownership

Funds ownership: 62.8% → 55.66% (-7.1%)

20% less capital invested

Capital invested by funds: $174M → $139M (-$34.8M)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% 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
22
Increased
25
Reduced
24
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
+$9.02M
2
Bank of America
Bank of America
North Carolina
+$1.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$972K
5
Bessemer Group
Bessemer Group
New Jersey
+$879K

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$19.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.56M
3
LPL Financial
LPL Financial
California
-$5.56M
4
SOS
Silver Oak Securities
Tennessee
-$1.77M
5
AI
Atria Investments
North Carolina
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$301K +$320K +4,700 New
AIM
52
Advyzon Investment Management
Illinois
$298K +$61.9K +908 +24%
CMMS
53
Comprehensive Money Management Services
Florida
$279K – – –
AWM
54
Apollon Wealth Management
South Carolina
$268K +$41.7K +612 +17%
BCMIO
55
Beacon Capital Management Inc (Ohio)
Ohio
$262K -$19.6M -287,521 -99%
FFS
56
Founders Financial Securities
Maryland
$255K -$38.1K -559 -12%
PWM
57
Perigon Wealth Management
California
$253K +$39K +573 +17%
LFG
58
Larson Financial Group
Missouri
$225K +$12.1K +177 +5%
WPW
59
Warther Private Wealth
Ohio
$223K – – –
HF
60
HRT Financial
New York
$222K +$237K +3,479 New
EH
61
Equitable Holdings
New York
$216K +$229K +3,367 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K +$179K +2,627 New
MCM
63
MAI Capital Management
Ohio
$85.5K +$86.2K +1,265 +1,807%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$77.8K +$81.7K +1,200 New
RIL
65
Rothschild Investment LLC
Illinois
$51.3K – – –
PWAM
66
Private Wealth Asset Management
Iowa
$51.3K +$54.5K +800 New
SPIA
67
Steward Partners Investment Advisory
New York
$49.3K – – –
NP
68
NorthRock Partners
Minnesota
$40.9K – – –
PTC
69
Private Trust Company
Ohio
$29.7K +$4.91K +72 +18%
MCM
70
Manchester Capital Management
Vermont
$28.8K +$30.7K +450 New
PS
71
Principal Securities
Iowa
$24K – – –
CPG
72
Cornerstone Planning Group
New Jersey
$23.2K +$68 +1 +0.3%
JP Morgan Chase
73
JP Morgan Chase
New York
$21.8K +$5.79K +85 +33%
Comerica Bank
74
Comerica Bank
Texas
$17.6K +$18.7K +275 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$15.8K +$886 +13 +6%
1 2
3
4 5

PSP Hedge Fund Activity: Q1 2025 in Review

92 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2025, worth a combined $139M — down 20% from $174M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSP positions and 18 closed out — a net gain of 4 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $9.02M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $19.6M.

  • 92 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2025, up from 90 in Q4 2024.
  • Funds reported $139M of Invesco Global Listed Private Equity ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 22 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2025 and 18 closed out, a net change of +4 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q1 2025 was Clark Capital Management Group, an estimated $9.02M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.