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Invesco Global Listed Private Equity ETF
PSP

95 hedge funds and large institutions have $175M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $139M → $175M (+$36.4M)

5.8% more ownership

Funds ownership: 55.66% → 61.46% (+5.8%)

3% more funds holding

Funds holding: 92 → 95 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $544K

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
40
Reduced
17
Closed
12
Calls
–
Puts
$544K
Net Calls
-$544K
Net Calls Change
-$544K

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.85M
3
BWG
Beta Wealth Group
California
+$4.75M
4
Bank of America
Bank of America
North Carolina
+$2.93M
5
LPL Financial
LPL Financial
California
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
-$8.49M
2
NYLIM
New York Life Investment Management
New York
-$7.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.14M
4
SWM
SeaCrest Wealth Management
New York
-$896K
5
PAS
Park Avenue Securities
New York
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$27K -$4.65K -72 -16%
CPG
77
Cornerstone Planning Group
New Jersey
$26.7K +$517 +8 +2%
PS
78
Principal Securities
Iowa
$23.9K -$776 -12 -3%
CIA
79
Cape Investment Advisory
Georgia
$22.7K +$21.3K +329 New
Comerica Bank
80
Comerica Bank
Texas
$18.9K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$17.8K +$711 +11 +4%
CAM
82
Costello Asset Management
Pennsylvania
$6.88K – – –
CWP
83
Concord Wealth Partners
Virginia
$6.87K +$6.46K +100 New
SWP
84
Strategic Wealth Partners
Ohio
$5.78K +$5.43K +84 New
AWM
85
AE Wealth Management
Kansas
$5.16K – – –
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$4.13K – – –
JP Morgan Chase
87
JP Morgan Chase
New York
$3.99K -$18.2K -282 -83%
GWM
88
Geneos Wealth Management
Colorado
$3.92K -$3.68K -57 -50%
PA
89
Parallel Advisors
California
$3.1K – – –
WAS
90
Winch Advisory Services
Wisconsin
$2.75K – – –
ACA
91
Aptus Capital Advisors
Alabama
$2.55K – – –
PSFG
92
Park Square Financial Group
Georgia
$2K +$776 +12 +71%
SIS
93
Sound Income Strategies
Florida
$1.17K – – –
PPA
94
Painted Porch Advisors
California
$689 – – –
HI
95
Harbour Investments
Wisconsin
$551 – – –
CCMG
96
Clark Capital Management Group
Pennsylvania
– -$8.49M -132,464 Closed
NYLIM
97
New York Life Investment Management
New York
– -$7.88M -123,060 Closed
SWM
98
SeaCrest Wealth Management
New York
– -$896K -13,981 Closed
PAS
99
Park Avenue Securities
New York
– -$669K -10,440 Closed
WPW
100
Warther Private Wealth
Ohio
– -$223K -3,480 Closed
1 2 3
4
5

PSP Hedge Fund Activity: Q2 2025 in Review

95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q2 2025, worth a combined $175M — up 26% from $139M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSP positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $15M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $8.49M sold.

  • 95 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $175M of Invesco Global Listed Private Equity ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 17 funds opened new Invesco Global Listed Private Equity ETF positions in Q2 2025 and 12 closed out, a net change of +5 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $15M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q2 2025 was Clark Capital Management Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2025.