Invesco Global Listed Private Equity ETF
PSP
81 hedge funds and large institutions have $101M invested in Invesco Global Listed Private Equity ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 12 closing their positions.
92% more capital inflows, than outflows
Capital inflows: $17.3M | Capital outflows: $9.01M
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
6.26% more ownership
Funds ownership: 42.98% → 49.23% (+6.3%)
3% more funds holding
Funds holding: 79 → 81 (+2)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.25M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.1M |
| 3 |
Morningstar Investment Services
Chicago,
Illinois
|
+$1.83M |
| 4 |
Private Advisory Group
Redmond,
Washington
|
+$1.18M |
| 5 |
Avidian Wealth Enterprises
Houston,
Texas
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.74M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.04M |
| 3 |
Geneos Wealth Management
Englewood,
Colorado
|
-$839K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$688K |
| 5 |
Insight Wealth Strategies
San Ramon,
California
|
-$514K |
PSP Hedge Fund Activity: Q3 2019 in Review
81 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q3 2019, worth a combined $101M — up 6.7% from $94.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PSP positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $5.25M. The largest seller was Morgan Stanley, cutting an estimated $2.74M.
- 81 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q3 2019, up from 79 in Q2 2019.
- Funds reported $101M of Invesco Global Listed Private Equity ETF stock for Q3 2019, up 6.7% quarter-over-quarter.
- 14 funds opened new Invesco Global Listed Private Equity ETF positions in Q3 2019 and 12 closed out, a net change of +2 holders.
- The largest Invesco Global Listed Private Equity ETF buyer in Q3 2019 was Bank of America, an estimated $5.25M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q3 2019 was Morgan Stanley, an estimated $2.74M sold.
Based on aggregated 13F filings for Q3 2019.