Invesco Global Listed Private Equity ETF
PSP
84 hedge funds and large institutions have $103M invested in Invesco Global Listed Private Equity ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
4% more funds holding
Funds holding: 81 → 84 (+3)
2% more capital invested
Capital invested by funds: $101M → $103M (+$1.73M)
0.02% less ownership
Funds ownership: 9.85% → 9.82% (-0.02%)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$6.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.34M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$952K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$632K |
| 5 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$9.1M |
| 2 |
Morgan Stanley
New York
|
-$3.59M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$960K |
| 4 |
Jane Street
New York
|
-$613K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$562K |
PSP Hedge Fund Activity: Q4 2019 in Review
84 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q4 2019, worth a combined $103M — up 1.7% from $101M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PSP positions and 9 closed out — a net gain of 5 holders — while 23 added to existing stakes and 24 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $6.56M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $9.1M.
- 84 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q4 2019, up from 81 in Q3 2019.
- Funds reported $103M of Invesco Global Listed Private Equity ETF stock for Q4 2019, up 1.7% quarter-over-quarter.
- 14 funds opened new Invesco Global Listed Private Equity ETF positions in Q4 2019 and 9 closed out, a net change of +5 holders.
- The largest Invesco Global Listed Private Equity ETF buyer in Q4 2019 was Morningstar Investment Services, an estimated $6.56M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q4 2019 was Avidian Wealth Enterprises, an estimated $9.1M sold.
Based on aggregated 13F filings for Q4 2019.