Invesco Global Listed Private Equity ETF
PSP
82 hedge funds and large institutions have $150M invested in Invesco Global Listed Private Equity ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 38 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $130M → $150M (+$19.1M)
14% more funds holding
Funds holding: 72 → 82 (+10)
1.92% more ownership
Funds ownership: 65.09% → 67.01% (+1.9%)
68% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aletheian Wealth Advisors
Bellevue,
Washington
|
+$5.32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.59M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.02M |
| 4 |
Jane Street
New York
|
+$1.14M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$8.5M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$4.14M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.24M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.95M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$1.38M |
PSP Hedge Fund Activity: Q4 2023 in Review
82 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q4 2023, worth a combined $150M — up 15% from $130M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PSP positions and 8 closed out — a net gain of 10 holders — while 12 added to existing stakes and 38 trimmed.
The largest buyer was Aletheian Wealth Advisors, opening a new position worth an estimated $5.32M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $8.5M.
- 82 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q4 2023, up from 72 in Q3 2023.
- Funds reported $150M of Invesco Global Listed Private Equity ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 18 funds opened new Invesco Global Listed Private Equity ETF positions in Q4 2023 and 8 closed out, a net change of +10 holders.
- The largest Invesco Global Listed Private Equity ETF buyer in Q4 2023 was Aletheian Wealth Advisors, an estimated $5.32M added.
- The largest Invesco Global Listed Private Equity ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $8.5M sold.
Based on aggregated 13F filings for Q4 2023.