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Invesco Global Listed Private Equity ETF
PSP

90 hedge funds and large institutions have $174M invested in Invesco Global Listed Private Equity ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $160M → $174M (+$13.3M)

6% more funds holding

Funds holding: 85 → 90 (+5)

0.82% more ownership

Funds ownership: 61.98% → 62.8% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
27
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.12M
2
LPL Financial
LPL Financial
California
+$4.81M
3
Bank of America
Bank of America
North Carolina
+$1.23M
4
IFG
Independent Financial Group
California
+$1.21M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$791K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$626K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$422K
4
UBS Group
UBS Group
Switzerland
-$402K
5
Jane Street
Jane Street
New York
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
76
Caitlin John
Michigan
$6.01K – – –
MCM
77
MAI Capital Management
Ohio
$4.67K +$4.82K +70 New
DP
78
Denver PWM
Colorado
$4.21K -$5.92K -86 -58%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$4.01K – – –
GWM
80
Geneos Wealth Management
Colorado
$3.81K +$3.92K +57 New
PA
81
Parallel Advisors
California
$3.01K – – –
WAS
82
Winch Advisory Services
Wisconsin
$2.67K +$2.75K +40 New
ACA
83
Aptus Capital Advisors
Alabama
$2.47K – – –
HIW
84
Holos Integrated Wealth
Pennsylvania
$1.33K +$1.38K +20 New
SIS
85
Sound Income Strategies
Florida
$1.14K – – –
VWWMG
86
Vermillion & White Wealth Management Group
Pennsylvania
$801 – – –
PPA
87
Painted Porch Advisors
California
$668 – – –
HI
88
Harbour Investments
Wisconsin
$534 – – –
Q1WB
89
Quest 10 Wealth Builders
Virginia
$401 +$413 +6 New
DCM
90
Davis Capital Management
Florida
$149 – – –
Comerica Bank
91
Comerica Bank
Texas
$13 – – –
KAS
92
Kestra Advisory Services
Texas
– -$307K -4,500 Closed
PAG
93
Private Advisory Group
Washington
– -$203K -2,982 Closed
Truist Financial
94
Truist Financial
North Carolina
– -$203K -2,971 Closed
JIP
95
Jaffetilchin Investment Partners
Florida
– -$45.1K -662 Closed
FIM
96
FWL Investment Management
Texas
– -$43.3K -635 Closed
GT
97
Glenmede Trust
Pennsylvania
– -$11.1K -163 Closed
CWP
98
Concord Wealth Partners
Virginia
– -$6.81K -100 Closed
RIA
99
Realta Investment Advisors
Delaware
– -$4.08K -60 Closed
SS
100
Sunbelt Securities
Texas
– -$2.66K -39 Closed
1 2 3
4
5

PSP Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q4 2024, worth a combined $174M — up 8.3% from $160M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSP positions and 10 closed out — a net gain of 8 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.12M. The largest seller was Susquehanna International Group, cutting an estimated $1.09M.

  • 90 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $174M of Invesco Global Listed Private Equity ETF stock for Q4 2024, up 8.3% quarter-over-quarter.
  • 18 funds opened new Invesco Global Listed Private Equity ETF positions in Q4 2024 and 10 closed out, a net change of +8 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q4 2024 was Morgan Stanley, an estimated $8.12M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2024.