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Invesco Global Listed Private Equity ETF
PSP

68 hedge funds and large institutions have $246M invested in Invesco Global Listed Private Equity ETF in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

12.88% more ownership

Funds ownership: 0% → 12.88% (+13%)

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$118M +$124M +2,163,060 New
Bank of America
2
Bank of America
North Carolina
$18M +$18.9M +329,968 New
U
3
UBS
Switzerland
$15.4M +$16.2M +282,828 New
Morgan Stanley
4
Morgan Stanley
New York
$8.07M +$8.48M +147,960 New
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$7.35M +$7.72M +134,760 New
Comerica Bank
6
Comerica Bank
Texas
$7.2M +$7.57M +132,058 New
QI
7
QS Investors
New York
$6.78M +$6.75M +117,817 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$5.71M +$6M +104,661 New
EMA
9
Efficient Market Advisors
California
$5.09M +$5.34M +93,234 New
BCI
10
Brinker Capital Investments
Pennsylvania
$4.93M +$5.18M +90,400 New
IFWM
11
Institute for Wealth Management
Colorado
$4.21M +$4.42M +77,233 New
GI
12
Gradient Investments
Minnesota
$3.93M +$4.13M +72,108 New
CC
13
Curian Capital
Colorado
$3.9M +$4.1M +71,556 New
JCM
14
Janney Capital Management
Pennsylvania
$3.86M +$4.05M +70,718 New
I2I
15
Insight 2811 Inc
Illinois
$2.9M +$3.04M +53,069 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.6M +$2.73M +47,691 New
SAM
17
SignalPoint Asset Management
Missouri
$2.42M +$2.54M +44,399 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.36M +$2.48M +43,262 New
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$1.97M +$2.07M +36,080 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$1.81M +$1.9M +33,157 New
Goldman Sachs
21
Goldman Sachs
New York
$1.45M +$1.53M +26,633 New
LPL Financial
22
LPL Financial
California
$1.35M +$1.42M +24,759 New
WA
23
WFG Advisors
Texas
$1.24M +$1.3M +22,752 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.2M +$1.26M +22,000 New
TBI
25
Telemus Beacon Investment
Michigan
$1.16M +$1.21M +21,179 New
1
2 3

PSP Hedge Fund Activity: Q2 2013 in Review

68 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q2 2013, worth a combined $246M.

Buyers outnumbered sellers: 68 funds opened new PSP positions and 0 closed out — a net gain of 68 holders — while 0 added to existing stakes and 0 trimmed.

  • 68 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $246M of Invesco Global Listed Private Equity ETF stock for Q2 2013.
  • 68 funds opened new Invesco Global Listed Private Equity ETF positions in Q2 2013 and 0 closed out, a net change of +68 holders.

Based on aggregated 13F filings for Q2 2013.