PSP icon

Invesco Global Listed Private Equity ETF
PSP

Overview Fund Activity

73 hedge funds and large institutions have $130M invested in Invesco Global Listed Private Equity ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 24 closing their positions.

Holders
73
Holders Change
-11
Holders Change %
-13.1%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
24
Reduced
25
Closed
24
Calls
–
Puts
$336K
Net Calls
-$336K
Net Calls Change
-$336K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.8M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$26.1M
3
NYLIM
3
New York Life Investment Management
New York
$6.61M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.9M
5
NAM
5
NTV Asset Management
West Virginia
$1.31M

Top Sellers

1
AWA
1
Aletheian Wealth Advisors
Washington
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.34M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$1.4M
4
Wells Fargo
4
Wells Fargo
California
$4.53M
5
Betterment LLC
5
Betterment LLC
New York
$620K
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
76
Richmond Brothers
Michigan
– -$556K -10,578 Closed
RJA
77
Raymond James & Associates
Florida
– -$467K -8,870 Closed
AWS
78
Atria Wealth Solutions
New York
– -$290K -5,509 Closed
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
– -$238K -4,520 Closed
RFN
80
RDA Financial Network
Iowa
– -$219K -4,156 Closed
EH
81
Equitable Holdings
New York
– -$199K -3,775 Closed
TNBTD
82
Trustmark National Bank Trust Department
Mississippi
– -$166K -3,160 Closed
Truist Financial
83
Truist Financial
North Carolina
– -$161K -3,054 Closed
FTUS
84
Flow Traders U.S.
New York
– -$159K -3,025 Closed
RJFSA
85
Raymond James Financial Services Advisors
Florida
– -$138K -2,617 Closed
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
– -$131K -2,499 Closed
JIP
87
Jaffetilchin Investment Partners
Florida
– -$118K -2,253 Closed
ASN
88
Advisory Services Network
Georgia
– -$112K -2,134 Closed
WAM
89
Walker Asset Management
Missouri
– -$110K -2,085 Closed
CTC
90
Corundum Trust Company
South Dakota
– -$107K -2,031 Closed
FDCC
91
Foster Dykema Cabot & Co
Massachusetts
– -$71K -1,345 Closed
RIA
92
Realta Investment Advisors
Delaware
– -$38.1K -725 Closed
WTC
93
WhitTier Trust Company
Nevada
– -$34.4K -653 Closed
TAIM
94
TD Ameritrade Investment Management
Nebraska
– -$8K -148 Closed
GWM
95
Geneos Wealth Management
Colorado
– -$3.02K -57 Closed
GT
96
Glenmede Trust
Pennsylvania
– -$1.61K -32 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
– -$1.58K -30 Closed
GWS
98
Glassman Wealth Services
Virginia
– -$705 -13 Closed
1 2 3
4