PSP icon

Invesco Global Listed Private Equity ETF

96 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 18 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

5% more funds holding

Funds holding: 9196 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

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

Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$544K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
51
Burke & Herbert Bank & Trust
Virginia
$360K
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$359K
AIM
53
Advyzon Investment Management
Illinois
$324K
SIAP
54
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$324K
AAP
55
Arax Advisory Partners
Colorado
$301K
CMMS
56
Comprehensive Money Management Services
Florida
$300K
PWM
57
Perigon Wealth Management
California
$278K
FFS
58
Founders Financial Securities
Maryland
$274K
TCM
59
Triumph Capital Management
Colorado
$271K
EH
60
Equitable Holdings
New York
$264K
ATPW
61
Ashton Thomas Private Wealth
Arizona
$264K
LFG
62
Larson Financial Group
Missouri
$262K
ORC
63
O'Rourke & Company
Massachusetts
$218K
KAS
64
Kestra Advisory Services
Texas
$213K
ASN
65
Advisory Services Network
Georgia
$209K
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K
MCM
67
MAI Capital Management
Ohio
$127K
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
NP
73
NorthRock Partners
Minnesota
$43.9K
BCM
74
Boreal Capital Management
Florida
$41.3K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$41.3K