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Invesco Global Listed Private Equity ETF

66 hedge funds and large institutions have $140M invested in Invesco Global Listed Private Equity ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $128M → $140M (+$12.1M)

1.42% more ownership

Funds ownership: 9.1%10.52% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

3% less funds holding

Funds holding: 6866 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.3M -$4.04M -75,650 -9%
QI
2
QS Investors
New York
$26.4M +$362K +6,783 +1%
PI
3
PineBridge Investments
New York
$14.4M +$12.8M +239,990 +974%
Morgan Stanley
4
Morgan Stanley
New York
$9.89M -$1.46M -27,328 -13%
Bank of America
5
Bank of America
North Carolina
$8.34M -$4.12M -77,251 -33%
AIM
6
Advantage Investment Management
Iowa
$4.6M +$1.4M +26,160 +45%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$4.59M -$23.3K -436 -0.5%
ACM
8
Aviance Capital Management
Florida
$3.6M -$692K -12,953 -16%
SAM
9
SignalPoint Asset Management
Missouri
$3.49M +$2.08M +38,927 +153%
TC
10
Telemus Capital
Michigan
$3.25M +$201K +3,766 +7%
UBS Group
11
UBS Group
Switzerland
$3.05M -$98.4K -1,842 -3%
MIS
12
Morningstar Investment Services
Illinois
$1.71M +$394K +7,373 +30%
LPL Financial
13
LPL Financial
California
$1.41M +$290K +5,422 +26%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$1.17M +$925K +17,315 +408%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.14M -$601K -11,250 -35%
I2I
16
Insight 2811 Inc
Illinois
$1.04M -$501K -9,380 -33%
CCM
17
Coldstream Capital Management
Washington
$980K +$82.3K +1,542 +9%
AZA
18
Arthur Zaske & Associates
Michigan
$804K +$792K +14,824 New
IA
19
IFP Advisors
Florida
$757K +$445K +8,326 +148%
Citadel Advisors
20
Citadel Advisors
Florida
$658K +$647K +12,125 New
Goldman Sachs
21
Goldman Sachs
New York
$642K -$143K -2,678 -18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$626K +$266K +4,984 +76%
VKH
23
Virtu KCG Holdings
New York
$596K -$1.3M -24,310 -69%
JWS
24
Juncture Wealth Strategies
Arizona
$572K +$37.5K +702 +7%
CAAS
25
Capital Asset Advisory Services
Michigan
$562K +$15.5K +290 +3%

PSP Hedge Fund Activity: Q3 2016 in Review

66 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q3 2016, worth a combined $140M — up 9.4% from $128M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PSP and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 23 added.

The largest buyer was PineBridge Investments, adding an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $4.12M.

  • 66 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q3 2016, down from 68 in Q2 2016.
  • Funds reported $140M of Invesco Global Listed Private Equity ETF stock for Q3 2016, up 9.4% quarter-over-quarter.
  • 7 funds opened new Invesco Global Listed Private Equity ETF positions in Q3 2016 and 8 closed out, a net change of -1 holder.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q3 2016 was PineBridge Investments, an estimated $12.8M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q3 2016 was Bank of America, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2016.