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Invesco Global Listed Private Equity ETF
PSP

95 hedge funds and large institutions have $175M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $139M → $175M (+$36.4M)

5.8% more ownership

Funds ownership: 55.66% → 61.46% (+5.8%)

3% more funds holding

Funds holding: 92 → 95 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $544K

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
40
Reduced
17
Closed
12
Calls
–
Puts
$544K
Net Calls
-$544K
Net Calls Change
-$544K

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.85M
3
BWG
Beta Wealth Group
California
+$4.75M
4
Bank of America
Bank of America
North Carolina
+$2.93M
5
LPL Financial
LPL Financial
California
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$8.49M
2
NYLIM
New York Life Investment Management
New York
-$7.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.14M
4
SWM
SeaCrest Wealth Management
New York
-$896K
5
PAS
Park Avenue Securities
New York
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
51
Burke & Herbert Bank & Trust
Virginia
$360K +$14.5K +225 +5%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$359K +$10.3K +160 +3%
AIM
53
Advyzon Investment Management
Illinois
$324K +$2.91K +45 +1%
SIAP
54
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$324K – – –
AAP
55
Arax Advisory Partners
Colorado
$301K -$401K -6,205 -59%
CMMS
56
Comprehensive Money Management Services
Florida
$300K – – –
PWM
57
Perigon Wealth Management
California
$278K +$5.88K +91 +2%
FFS
58
Founders Financial Securities
Maryland
$274K – – –
TCM
59
Triumph Capital Management
Colorado
$271K +$254K +3,931 New
EH
60
Equitable Holdings
New York
$264K +$30.6K +474 +14%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$264K -$104K -1,606 -30%
LFG
62
Larson Financial Group
Missouri
$262K +$19.2K +297 +8%
ORC
63
O'Rourke & Company
Massachusetts
$218K +$204K +3,162 New
KAS
64
Kestra Advisory Services
Texas
$213K +$200K +3,088 New
ASN
65
Advisory Services Network
Georgia
$209K +$194K +2,999 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K – – –
MCM
67
MAI Capital Management
Ohio
$127K +$32.8K +508 +38%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$82.6K – – –
PWAM
69
Private Wealth Asset Management
Iowa
$55.1K – – –
RIL
70
Rothschild Investment LLC
Illinois
$55.1K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$53K – – –
AAS
72
Ameritas Advisory Services
Nebraska
$47.5K +$44.6K +690 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$41.3K +$38.8K +600 New
BCM
74
Boreal Capital Management
Florida
$41.3K +$38.8K +600 New
MCM
75
Manchester Capital Management
Vermont
$31K – – –
1 2
3
4 5

PSP Hedge Fund Activity: Q2 2025 in Review

95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q2 2025, worth a combined $175M — up 26% from $139M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSP positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $15M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $8.49M sold.

  • 95 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $175M of Invesco Global Listed Private Equity ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 17 funds opened new Invesco Global Listed Private Equity ETF positions in Q2 2025 and 12 closed out, a net change of +5 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $15M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q2 2025 was Clark Capital Management Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2025.