Invesco Global Listed Private Equity ETF
PSP
78 hedge funds and large institutions have $75.7M invested in Invesco Global Listed Private Equity ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 35 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
3% more funds holding
Funds holding: 76 → 78 (+2)
0.99% less ownership
Funds ownership: 8.54% → 7.55% (-0.99%)
34% less capital invested
Capital invested by funds: $114M → $75.7M (-$38.8M)
69% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.34M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$694K |
| 3 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
+$613K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$495K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$9.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.67M |
| 3 |
Morgan Stanley
New York
|
-$3.27M |
| 4 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
-$2.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.69M |
PSP Hedge Fund Activity: Q4 2018 in Review
78 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q4 2018, worth a combined $75.7M — down 34% from $114M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PSP positions and 15 closed out — a net gain of 2 holders — while 11 added to existing stakes and 35 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.34M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $9.28M.
- 78 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q4 2018, up from 76 in Q3 2018.
- Funds reported $75.7M of Invesco Global Listed Private Equity ETF stock for Q4 2018, down 34% quarter-over-quarter.
- 17 funds opened new Invesco Global Listed Private Equity ETF positions in Q4 2018 and 15 closed out, a net change of +2 holders.
- The largest Invesco Global Listed Private Equity ETF buyer in Q4 2018 was Citadel Advisors, an estimated $4.34M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $9.28M sold.
Based on aggregated 13F filings for Q4 2018.