Invesco Global Listed Private Equity ETF
PSP
65 hedge funds and large institutions have $149M invested in Invesco Global Listed Private Equity ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 5 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $139M → $149M (+$10.3M)
0.04% more ownership
Funds ownership: 10.82% → 10.87% (+0.04%)
2% less funds holding
Funds holding: 66 → 65 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$3.26M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.62M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.57M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$2.33M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$4.51M |
| 2 |
TC
Telemus Capital
Southfield,
Michigan
|
-$3.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.64M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$658K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$646K |
PSP Hedge Fund Activity: Q1 2017 in Review
65 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2017, worth a combined $149M — up 7.4% from $139M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSP positions and 5 closed out — a net gain of 1 holder — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $3.26M. The largest seller was Advantage Investment Management, cutting an estimated $4.51M.
- 65 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2017, down from 66 in Q4 2016.
- Funds reported $149M of Invesco Global Listed Private Equity ETF stock for Q1 2017, up 7.4% quarter-over-quarter.
- 6 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2017 and 5 closed out, a net change of +1 holder.
- The largest Invesco Global Listed Private Equity ETF buyer in Q1 2017 was Morningstar Investment Services, an estimated $3.26M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q1 2017 was Advantage Investment Management, an estimated $4.51M sold.
Based on aggregated 13F filings for Q1 2017.