Invesco Global Listed Private Equity ETF
PSP
87 hedge funds and large institutions have $299M invested in Invesco Global Listed Private Equity ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
196% more capital invested
Capital invested by funds: $101M → $299M (+$198M)
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
13% more funds holding
Funds holding: 77 → 87 (+10)
0.29% more ownership
Funds ownership: 9.68% → 9.96% (+0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.19M |
| 2 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
+$8.24M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.47M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$1.51M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$8.65M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$3.99M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.11M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$960K |
| 5 |
Jane Street
New York
|
-$571K |
PSP Hedge Fund Activity: Q2 2021 in Review
87 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q2 2021, worth a combined $299M — up 196% from $101M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PSP positions and 5 closed out — a net gain of 10 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.19M. The largest seller was Morningstar Investment Services, cutting an estimated $8.65M.
- 87 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q2 2021, up from 77 in Q1 2021.
- Funds reported $299M of Invesco Global Listed Private Equity ETF stock for Q2 2021, up 196% quarter-over-quarter.
- 15 funds opened new Invesco Global Listed Private Equity ETF positions in Q2 2021 and 5 closed out, a net change of +10 holders.
- The largest Invesco Global Listed Private Equity ETF buyer in Q2 2021 was LPL Financial, an estimated $9.19M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q2 2021 was Morningstar Investment Services, an estimated $8.65M sold.
Based on aggregated 13F filings for Q2 2021.