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Invesco Global Listed Private Equity ETF

95 hedge funds and large institutions have $175M invested in Invesco Global Listed Private Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $139M → $175M (+$36.4M)

5.8% more ownership

Funds ownership: 55.66%61.46% (+5.8%)

3% more funds holding

Funds holding: 9295 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $544K

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
40
Reduced
17
Closed
12
Calls
Puts
$544K
Net Calls
-$544K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$21.6M +$2.93M +45,355 +17%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M -$471K -7,281 -3%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$16.2M +$15M +231,828 +5,944%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14M +$5.85M +90,452 +81%
EWM
5
Endowment Wealth Management
Wisconsin
$13M -$74.5K -1,153 -0.6%
LPL Financial
6
LPL Financial
California
$12.7M +$2.6M +40,166 +28%
Wells Fargo
7
Wells Fargo
California
$9.48M +$1.93M +29,929 +28%
AWA
8
Aletheian Wealth Advisors
Washington
$8.24M +$529K +8,177 +7%
BWG
9
Beta Wealth Group
California
$5.06M +$4.75M +73,550 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.83M -$35.9K -555 -1%
Jane Street
11
Jane Street
New York
$3.44M +$1.14M +17,630 +54%
TFP
12
Traction Financial Partners
Wyoming
$3.22M -$74.3K -1,150 -2%
AWM
13
Axxcess Wealth Management
California
$3.05M +$183K +2,831 +7%
AWM
14
Apollon Wealth Management
South Carolina
$2.88M +$2.44M +37,682 +900%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.64M +$964K +14,917 +61%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.28M +$211K +3,270 +11%
Raymond James Financial
17
Raymond James Financial
Florida
$2.21M +$186K +2,876 +10%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$2.05M +$1.15M +17,859 +150%
Citadel Advisors
19
Citadel Advisors
Florida
$1.85M +$466K +7,212 +37%
NAM
20
NTV Asset Management
West Virginia
$1.64M -$25.9K -400 -2%
GRP
21
Global Retirement Partners
California
$1.35M +$1.27M +19,572 New
NA
22
NewEdge Advisors
Louisiana
$1.31M +$130K +2,009 +12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.27M +$466K +7,204 +64%
UBS Group
24
UBS Group
Switzerland
$1.26M +$74K +1,145 +7%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$1.21M +$247K +3,823 +28%

PSP Hedge Fund Activity: Q2 2025 in Review

95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Listed Private Equity ETF (PSP) for Q2 2025, worth a combined $175M — up 26% from $139M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PSP positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $15M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $8.49M sold.

  • 95 institutional investors held Invesco Global Listed Private Equity ETF (PSP) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $175M of Invesco Global Listed Private Equity ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 17 funds opened new Invesco Global Listed Private Equity ETF positions in Q2 2025 and 12 closed out, a net change of +5 holders.
  • The largest Invesco Global Listed Private Equity ETF buyer in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $15M added.
  • The largest Invesco Global Listed Private Equity ETF seller in Q2 2025 was Clark Capital Management Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2025.