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Invesco Global Listed Private Equity ETF
PSP

92 hedge funds and large institutions have $139M invested in Invesco Global Listed Private Equity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 90 → 92 (+2)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7.14% less ownership

Funds ownership: 62.8% → 55.66% (-7.1%)

20% less capital invested

Capital invested by funds: $174M → $139M (-$34.8M)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
25
Reduced
24
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
+$9.02M
2
Bank of America
Bank of America
North Carolina
+$1.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$972K
5
Bessemer Group
Bessemer Group
New Jersey
+$879K

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$19.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.56M
3
LPL Financial
LPL Financial
California
-$5.56M
4
SOS
Silver Oak Securities
Tennessee
-$1.77M
5
AI
Atria Investments
North Carolina
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
76
Advisors Preferred
Maryland
$12.9K +$13.6K +199 New
MA
77
Montag & Associates
Georgia
$9.29K – – –
AssetMark Inc
78
AssetMark Inc
California
$7.5K – – –
GWM
79
Geneos Wealth Management
Colorado
$7.3K +$3.88K +57 +100%
CAM
80
Costello Asset Management
Pennsylvania
$6.41K +$6.81K +100 New
AWM
81
AE Wealth Management
Kansas
$4.8K -$20.7K -304 -80%
WP
82
WealthShield Partners
North Carolina
$3.91K +$4.16K +61 New
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$3.84K – – –
PA
84
Parallel Advisors
California
$2.88K – – –
WAS
85
Winch Advisory Services
Wisconsin
$2.56K – – –
ACA
86
Aptus Capital Advisors
Alabama
$2.37K – – –
SIS
87
Sound Income Strategies
Florida
$1.09K – – –
PSFG
88
Park Square Financial Group
Georgia
$1.09K +$1.16K +17 New
PPA
89
Painted Porch Advisors
California
$641 – – –
HI
90
Harbour Investments
Wisconsin
$513 – – –
DCM
91
Davis Capital Management
Florida
$144 – – –
Q1WB
92
Quest 10 Wealth Builders
Virginia
$64 -$341 -5 -83%
SOS
93
Silver Oak Securities
Tennessee
– -$1.77M -26,507 Closed
AI
94
Atria Investments
North Carolina
– -$1.68M -25,166 Closed
FTUS
95
Flow Traders U.S.
New York
– -$1.17M -17,466 Closed
BFG
96
Bleakley Financial Group
New Jersey
– -$965K -14,449 Closed
AWS
97
Atria Wealth Solutions
New York
– -$915K -13,710 Closed
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
– -$479K -7,173 Closed
CA
99
CoreCap Advisors
Michigan
– -$331K -4,952 Closed
TFA
100
Tranquilli Financial Advisor
New Jersey
– -$248K -3,707 Closed
1 2 3
4
5

PSP Hedge Fund Activity: Q1 2025 in Review

92 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2025, worth a combined $139M — down 20% from $174M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSP positions and 18 closed out — a net gain of 4 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $9.02M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $19.6M.

  • 92 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2025, up from 90 in Q4 2024.
  • Funds reported $139M of Invesco Global Listed Private Equity ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 22 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2025 and 18 closed out, a net change of +4 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q1 2025 was Clark Capital Management Group, an estimated $9.02M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.