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Invesco Global Listed Private Equity ETF

82 hedge funds and large institutions have $288M invested in Invesco Global Listed Private Equity ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

11% more funds holding

Funds holding: 7482 (+8)

0.5% less ownership

Funds ownership: 10.89%10.38% (-0.5%)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

22% less capital invested

Capital invested by funds: $370M → $288M (-$82.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
27
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QI
1
QS Investors
New York
$75.4M +$10.1M +170,423 +14%
Wells Fargo
2
Wells Fargo
California
$62.8M -$6.41M -108,460 -9%
Bank of America
3
Bank of America
North Carolina
$22.5M +$903K +15,280 +4%
Comerica Bank
4
Comerica Bank
Texas
$19.3M -$1.52M -25,771 -7%
Morgan Stanley
5
Morgan Stanley
New York
$16.3M -$2.88M -48,738 -14%
EMA
6
Efficient Market Advisors
California
$10.4M +$464K +7,861 +4%
GI
7
Gradient Investments
Minnesota
$9.52M +$1.15M +19,459 +13%
JCM
8
Janney Capital Management
Pennsylvania
$7.52M +$979K +16,569 +14%
U
9
UBS
Switzerland
$6.05M -$7.18M -121,484 -53%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.33M +$3.85M +65,140 +502%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$3.82M +$4.07M +68,857 +1,377,140%
IFWM
12
Institute for Wealth Management
Colorado
$2.76M -$265K -4,479 -8%
I2I
13
Insight 2811 Inc
Illinois
$2.67M -$98.9K -1,674 -3%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.38M -$2.58M -43,671 -50%
CS
15
Credit Suisse
Switzerland
$2.36M +$94.9K +1,607 +4%
SAM
16
SignalPoint Asset Management
Missouri
$2.32M -$98.9K -1,674 -4%
LPL Financial
17
LPL Financial
California
$2.23M -$190K -3,222 -7%
Goldman Sachs
18
Goldman Sachs
New York
$2.11M +$2.25M +38,003 New
PI
19
Placemark Investments
Illinois
$2.08M +$97.8K +1,655 +5%
AIG
20
American International Group
New York
$2.07M -$24.8K -420 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.89M -$2.33M -39,378 -54%
VFS
22
VSR Financial Services
Kansas
$1.89M +$254K +4,303 +14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.5M -$131K -2,218 -8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.49M +$539K +9,120 +52%
CS
25
Comerica Securities
Michigan
$1.44M +$1.53M +25,959 New

PSP Hedge Fund Activity: Q3 2014 in Review

82 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q3 2014, worth a combined $288M — down 22% from $370M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSP positions and 7 closed out — a net gain of 10 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was QS Investors, adding an estimated $10.1M. The largest seller was Brinker Capital, exiting entirely with an estimated $45M sold.

  • 82 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q3 2014, up from 74 in Q2 2014.
  • Funds reported $288M of Invesco Global Listed Private Equity ETF stock for Q3 2014, down 22% quarter-over-quarter.
  • 17 funds opened new Invesco Global Listed Private Equity ETF positions in Q3 2014 and 7 closed out, a net change of +10 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q3 2014 was QS Investors, an estimated $10.1M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q3 2014 was Brinker Capital, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2014.