Invesco Global Listed Private Equity ETF
PSP
97 hedge funds and large institutions have $81.7M invested in Invesco Global Listed Private Equity ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.95% less ownership
Funds ownership: 12.51% → 9.56% (-3%)
5% less funds holding
Funds holding: 102 → 97 (-5)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
24% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 33
42% less capital invested
Capital invested by funds: $142M → $81.7M (-$60.1M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $317K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.67M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.87M |
| 3 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
+$1.4M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.03M |
| 5 |
AWA
Aletheian Wealth Advisors
Bellevue,
Washington
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$64.3M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$5.8M |
| 3 |
Morgan Stanley
New York
|
-$4.82M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.12M |
| 5 |
FZCM
Flynn Zito Capital Management
Garden City,
New York
|
-$927K |
PSP Hedge Fund Activity: Q1 2023 in Review
97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q1 2023, worth a combined $81.7M — down 42% from $142M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PSP and 15 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 25 added.
The largest buyer was LPL Financial, adding an estimated $4.67M. The largest seller was Bank of America, cutting an estimated $64.3M.
- 97 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q1 2023, down from 102 in Q4 2022.
- Funds reported $81.7M of Invesco Global Listed Private Equity ETF stock for Q1 2023, down 42% quarter-over-quarter.
- 15 funds opened new Invesco Global Listed Private Equity ETF positions in Q1 2023 and 18 closed out, a net change of -3 holders.
- The largest Invesco Global Listed Private Equity ETF buyer in Q1 2023 was LPL Financial, an estimated $4.67M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q1 2023 was Bank of America, an estimated $64.3M sold.
Based on aggregated 13F filings for Q1 2023.