PSP icon

Invesco Global Listed Private Equity ETF
PSP

Overview Fund Activity

96 hedge funds and large institutions have $113M invested in Invesco Global Listed Private Equity ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
19
Increased
36
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$7.75M
2
EWM
2
Endowment Wealth Management
Wisconsin
$10.2M
3
CA
3
Cetera Advisors
Colorado
$2.69M
4
FZCM
4
Flynn Zito Capital Management
New York
$1.24M
5
GRP
5
Global Retirement Partners
California
$834K

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$83K
2
LPL Financial
2
LPL Financial
California
$9.55M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$18K 1,461 +865 +145%
AF
77
Advisornet Financial
Minnesota
$17K 1,313 +250 +24%
RG
78
Retirement Group
California
$16K 1,225 – –
RE
79
RBC Europe
United Kingdom
$15K 1,129 – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$10K 750 – –
MAM
81
Meeder Asset Management
Ohio
$7K 513 -1,039 -67%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$7K 580 -705 -55%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$7K 560 +380 +211%
MW
84
Milestone Wealth
New York
$6K 387 – –
EI
85
Ellevest Inc
New York
$6K 450 – –
PA
86
Parallel Advisors
California
$4K 275 – –
CIAS
87
Capital Investment Advisory Services
North Carolina
$4K 312 – –
SSG
88
Summit Securities Group
New York
$4K 300 +300 New
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$4K 304 +304 New
RA
90
Rise Advisors
New York
$3K 256 +2 +0.8%
CWP
91
Concord Wealth Partners
Virginia
$3K 198 +198 New
GI
92
Gradient Investments
Minnesota
$2K 181 – –
William Blair & Company
93
William Blair & Company
Illinois
$2K 125 – –
AWM
94
Atticus Wealth Management
Florida
$2K 151 +151 New
PFS
95
Prospera Financial Services
Texas
$2K 175 +175 New
FGAM
96
Financial Gravity Asset Management
Texas
$167 13 -77 -86%
AAS
97
Ameritas Advisory Services
Nebraska
– – -227,613 Closed
MIS
98
Morningstar Investment Services
Illinois
– – -38,151 Closed
US Bancorp
99
US Bancorp
Minnesota
– – -25,212 Closed
SFG
100
Summit Financial Group
West Virginia
– – -14,845 Closed
1 2 3
4
5