Invesco Global Listed Private Equity ETF
PSP
95 hedge funds and large institutions have $113M invested in Invesco Global Listed Private Equity ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
52% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 23
8% more funds holding
Funds holding: 88 → 95 (+7)
1% less ownership
Funds ownership: 10.46% → 9.46% (-1%)
24% less capital invested
Capital invested by funds: $147M → $113M (-$34.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$8.14M |
| 2 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
+$3.03M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.04M |
| 4 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
+$1.3M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$14.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.88M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.52M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.49M |
| 5 |
Morgan Stanley
New York
|
-$2.02M |
PSP Hedge Fund Activity: Q1 2022 in Review
95 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2022, worth a combined $113M — down 24% from $147M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PSP positions and 9 closed out — a net gain of 9 holders — while 35 added to existing stakes and 23 trimmed.
The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $8.14M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $14.6M.
- 95 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2022, up from 88 in Q4 2021.
- Funds reported $113M of Invesco Global Listed Private Equity ETF stock for Q1 2022, down 24% quarter-over-quarter.
- 18 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2022 and 9 closed out, a net change of +9 holders.
- The largest Invesco Global Listed Private Equity ETF buyer in Q1 2022 was Clark Capital Management Group, an estimated $8.14M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q1 2022 was Beacon Capital Management Inc (Ohio), an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2022.