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Invesco Global Listed Private Equity ETF

95 hedge funds and large institutions have $130M invested in Invesco Global Listed Private Equity ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 13

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

9% more funds holding

Funds holding: 8795 (+8)

0.24% more ownership

Funds ownership: 9.96%10.2% (+0.24%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less capital invested

Capital invested by funds: $299M → $130M (-$169M)

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
45
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$16.1M +$3.11M +39,092 +22%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$15.7M +$4.39M +55,165 +36%
LPL Financial
3
LPL Financial
California
$13.9M +$322K +4,045 +2%
Morgan Stanley
4
Morgan Stanley
New York
$8.73M +$80.9K +1,016 +0.9%
FWA
5
FOCUS Wealth Advisors
Texas
$8.38M +$470K +5,908 +6%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$6.37M +$1.82M +22,799 +24%
Bank of America
7
Bank of America
North Carolina
$6.17M +$355K +4,462 +6%
CI
8
Cavalier Investments
Georgia
$5.36M +$1.05M +13,126 +22%
IAIM
9
International Assets Investment Management
Florida
$3.88M +$175K +2,199 +17%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$3.69M +$85.9K +1,079 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.51M +$377K +4,739 +16%
AIC
12
Ameritas Investment Company
Nebraska
$2.4M +$296K +3,723 +13%
NAM
13
NTV Asset Management
West Virginia
$2.4M +$395K +4,967 +18%
UBS Group
14
UBS Group
Switzerland
$1.98M +$161K +2,022 +8%
PAG
15
Private Advisor Group
New Jersey
$1.95M +$792K +9,943 +62%
CCP
16
Cardan Capital Partners
Colorado
$1.79M -$133K -1,676 -7%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.62M +$552K +6,938 +47%
TNBTD
18
Trustmark National Bank Trust Department
Mississippi
$1.57M -$1.59K -20 -0.1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.54M +$432K +5,420 +36%
Betterment LLC
20
Betterment LLC
New York
$1.37M +$30K +377 +2%
GRP
21
Global Retirement Partners
California
$1.19M +$103K +1,290 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.09M +$259K +3,254 +29%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.07M -$862K -10,831 -43%
FTUS
24
Flow Traders U.S.
New York
$1.02M +$1.09M +13,655 New
Citadel Advisors
25
Citadel Advisors
Florida
$999K -$1.46M -18,346 -58%

PSP Hedge Fund Activity: Q3 2021 in Review

95 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q3 2021, worth a combined $130M — down 56% from $299M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PSP positions and 4 closed out — a net gain of 9 holders — while 45 added to existing stakes and 13 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $4.39M. The largest seller was Citadel Advisors, cutting an estimated $1.46M.

  • 95 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q3 2021, up from 87 in Q2 2021.
  • Funds reported $130M of Invesco Global Listed Private Equity ETF stock for Q3 2021, down 56% quarter-over-quarter.
  • 13 funds opened new Invesco Global Listed Private Equity ETF positions in Q3 2021 and 4 closed out, a net change of +9 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q3 2021 was Beacon Capital Management Inc (Ohio), an estimated $4.39M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2021.