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Invesco Global Listed Private Equity ETF

73 hedge funds and large institutions have $108M invested in Invesco Global Listed Private Equity ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 7073 (+3)

0.72% less ownership

Funds ownership: 9.61%8.89% (-0.72%)

9% less capital invested

Capital invested by funds: $119M → $108M (-$11.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
31
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$26.4M -$234K -3,672 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$14M +$3.11M +48,848 +27%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$11.6M +$663K +10,409 +6%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$9.03M +$528K +8,292 +6%
Bank of America
5
Bank of America
North Carolina
$7.82M +$24.6K +386 +0.3%
JWS
6
Juncture Wealth Strategies
Arizona
$5.24M +$524K +8,229 +10%
MIS
7
Morningstar Investment Services
Illinois
$4.79M -$535K -8,402 -10%
LPL Financial
8
LPL Financial
California
$2.37M -$289K -4,542 -10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.35M -$2.6M -40,789 -51%
PI
10
PineBridge Investments
New York
$1.91M +$312K +4,900 +18%
ACM
11
Aviance Capital Management
Florida
$1.57M -$175K -2,749 -10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.25M +$1.32M +20,781 New
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$1.24M -$12.7K -200 -1%
SAM
14
SignalPoint Asset Management
Missouri
$1.18M -$88.4K -1,387 -7%
Citadel Advisors
15
Citadel Advisors
Florida
$1.07M -$2.51M -39,367 -69%
Jane Street
16
Jane Street
New York
$1.01M +$1.07M +16,866 New
UBS Group
17
UBS Group
Switzerland
$992K +$14.3K +225 +1%
CS
18
Credit Suisse
Switzerland
$973K -$3.38K -53 -0.3%
LNC
19
Lincoln National Corp
Pennsylvania
$684K +$724K +11,357 New
NAM
20
NTV Asset Management
West Virginia
$644K +$681K +10,690 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$639K +$47.3K +743 +8%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$630K -$431K -6,765 -39%
Goldman Sachs
23
Goldman Sachs
New York
$475K -$17.1K -269 -3%
Betterment LLC
24
Betterment LLC
New York
$468K +$32.3K +507 +7%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$446K -$510 -8 -0.1%

PSP Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2018, worth a combined $108M — down 9.4% from $119M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PSP positions and 8 closed out — a net gain of 4 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.11M. The largest seller was SG Americas Securities, exiting entirely with an estimated $6.29M sold.

  • 73 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2018, up from 70 in Q4 2017.
  • Funds reported $108M of Invesco Global Listed Private Equity ETF stock for Q1 2018, down 9.4% quarter-over-quarter.
  • 12 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2018 and 8 closed out, a net change of +4 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q1 2018 was Morgan Stanley, an estimated $3.11M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q1 2018 was SG Americas Securities, an estimated $6.29M sold.

Based on aggregated 13F filings for Q1 2018.