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Invesco Global Listed Private Equity ETF

85 hedge funds and large institutions have $116M invested in Invesco Global Listed Private Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $81.7M → $116M (+$33.9M)

1.74% more ownership

Funds ownership: 9.56%11.3% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

12% less funds holding

Funds holding: 9785 (-12)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

Holders
85
Holders Change
-12
Holders Change %
-12.37%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
24
Reduced
26
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$20.1M +$19.7M +381,018 +19,855%
Bank of America
2
Bank of America
North Carolina
$11.4M +$37.7K +729 +0.3%
EWM
3
Endowment Wealth Management
Wisconsin
$10.4M +$56K +1,082 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.24M +$7.05M +136,254 +346%
Morgan Stanley
5
Morgan Stanley
New York
$7.07M +$2M +38,727 +40%
LPL Financial
6
LPL Financial
California
$6.99M +$371K +7,176 +6%
Wells Fargo
7
Wells Fargo
California
$5.55M +$249K +4,817 +5%
AWA
8
Aletheian Wealth Advisors
Washington
$5.22M +$483K +9,342 +10%
NYLIM
9
New York Life Investment Management
New York
$4.74M +$4.66M +90,085 New
CCMG
10
Clark Capital Management Group
Pennsylvania
$3.67M -$3.22M -62,316 -47%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.48M +$3.25M +62,771 +1,854%
LFASL
12
Lugano Financial Advisors SA (LFA)
Switzerland
$2.96M +$45.4K +877 +2%
BFG
13
Bleakley Financial Group
New Jersey
$2.51M +$2.46M +47,630 New
SS
14
Simplicity Solutions
Minnesota
$2.51M +$2.46M +47,630 New
CAN
15
Cetera Advisor Networks
California
$2.1M +$562K +10,865 +37%
AI
16
Atria Investments
North Carolina
$1.81M +$1.78M +34,340 New
DWM
17
Darwin Wealth Management
Florida
$1.4M -$60.2K -1,164 -4%
Betterment LLC
18
Betterment LLC
New York
$1.24M +$40.5K +782 +3%
Jane Street
19
Jane Street
New York
$864K -$874K -16,900 -51%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$803K -$263K -5,080 -25%
GRP
21
Global Retirement Partners
California
$748K +$8.69K +168 +1%
MML Investors Services
22
MML Investors Services
Massachusetts
$681K +$79.4K +1,534 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$674K -$89K -1,721 -12%
CA
24
Cetera Advisors
Colorado
$653K -$169K -3,269 -21%
SAM
25
SignalPoint Asset Management
Missouri
$593K +$25.1K +486 +5%

PSP Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q2 2023, worth a combined $116M — up 42% from $81.7M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PSP and 15 opened new positions — a net loss of 12 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $19.7M. The largest seller was Clark Capital Management Group, cutting an estimated $3.22M.

  • 85 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q2 2023, down from 97 in Q1 2023.
  • Funds reported $116M of Invesco Global Listed Private Equity ETF stock for Q2 2023, up 42% quarter-over-quarter.
  • 15 funds opened new Invesco Global Listed Private Equity ETF positions in Q2 2023 and 27 closed out, a net change of -12 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q2 2023 was Beacon Capital Management Inc (Ohio), an estimated $19.7M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q2 2023 was Clark Capital Management Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2023.