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Invesco Global Listed Private Equity ETF

76 hedge funds and large institutions have $314M invested in Invesco Global Listed Private Equity ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 7576 (+1)

1% more capital invested

Capital invested by funds: $309M → $314M (+$4.5M)

1.66% less ownership

Funds ownership: 12.55%10.89% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
37
Reduced
18
Closed
8
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$78.9M -$6.31M -104,820 -7%
QI
2
QS Investors
New York
$61M +$16.9M +280,419 +39%
Bank of America
3
Bank of America
North Carolina
$27.7M +$1.09M +18,041 +4%
Comerica Bank
4
Comerica Bank
Texas
$19.5M +$2.25M +37,428 +13%
Morgan Stanley
5
Morgan Stanley
New York
$15.7M +$3.79M +62,914 +32%
U
6
UBS
Switzerland
$12.5M +$2.66M +44,141 +27%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$10.1M +$3.03M +50,251 +43%
EMA
8
Efficient Market Advisors
California
$10M +$1.45M +24,112 +17%
GI
9
Gradient Investments
Minnesota
$7.97M +$1.43M +23,774 +22%
JCM
10
Janney Capital Management
Pennsylvania
$6.71M +$578K +9,587 +10%
BCI
11
Brinker Capital Investments
Pennsylvania
$5.49M
CCMG
12
Clark Capital Management Group
Pennsylvania
$4.87M +$4.83M +80,124 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.41M +$921K +15,289 +27%
Goldman Sachs
14
Goldman Sachs
New York
$3.86M +$3.69M +61,214 +2,593%
CS
15
Credit Suisse
Switzerland
$3.57M +$1.18M +19,572 +50%
I2I
16
Insight 2811 Inc
Illinois
$3.09M +$3.14M +52,094 New
IFWM
17
Institute for Wealth Management
Colorado
$2.99M -$559K -9,277 -16%
AIG
18
American International Group
New York
$2.89M +$1.48M +24,560 +107%
LPL Financial
19
LPL Financial
California
$2.71M -$536K -8,905 -17%
SAM
20
SignalPoint Asset Management
Missouri
$2.6M +$241K +3,999 +10%
PI
21
Placemark Investments
Illinois
$1.98M +$607K +10,076 +45%
IA
22
Ibbotson Associates
Illinois
$1.81M +$775K +12,864 +76%
VFS
23
VSR Financial Services
Kansas
$1.72M +$1.7M +28,295 New
TC
24
Telemus Capital
Michigan
$1.4M +$38K +631 +3%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$1.39M -$96.9K -1,608 -7%

PSP Hedge Fund Activity: Q1 2014 in Review

76 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2014, worth a combined $314M — up 1.5% from $309M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PSP positions and 8 closed out — a net gain of 1 holder — while 37 added to existing stakes and 18 trimmed.

The largest buyer was QS Investors, adding an estimated $16.9M. The largest seller was Brinker Capital, exiting entirely with an estimated $42.5M sold.

  • 76 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2014, up from 75 in Q4 2013.
  • Funds reported $314M of Invesco Global Listed Private Equity ETF stock for Q1 2014, up 1.5% quarter-over-quarter.
  • 9 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2014 and 8 closed out, a net change of +1 holder.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q1 2014 was QS Investors, an estimated $16.9M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q1 2014 was Brinker Capital, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2014.