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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

$68.70 +0.33 (+0.48%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco Global Listed Private Equity ETF (NYSEARCA:PSP)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$36.85M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$14.33M
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PSP Institutional Buying and Selling by Quarter

Invesco Global Listed Private Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC4,014$268K0.0%N/A0.107%
1/17/2025 Marino Stram & Associates LLC3,042$203K0.0%N/A0.081%
1/17/2025 Atomi Financial Group Inc.3,164$211K0.0%-54.4%0.085%
1/15/2025 Wealthcare Advisory Partners LLC5,645$377K0.0%-3.5%0.151%
1/14/2025 SignalPoint Asset Management LLC10,483$700K0.2%-4.1%0.280%
1/14/2025 SeaCrest Wealth Management LLC10,740$717K0.1%N/A0.287%
11/15/2024MML Investors Services LLC29,961$2.04M0.0%+10.7%0.801%
11/15/2024National Bank of Canada FI9,076$619K0.0%+5.0%0.243%
11/15/2024Jane Street Group LLC32,653$2.23M0.0%N/A0.873%
11/14/2024Flow Traders U.S. LLC22,337$1.52M0.1%N/A0.597%
11/12/2024Larson Financial Group LLC3,270$223K0.0%+6.3%0.087%
11/8/2024Darwin Wealth Management LLC16,197$1.11M0.3%-17.8%0.433%
11/6/2024Traction Financial Partners LLC51,845$3.54M2.8%-17.9%1.386%
11/6/2024Endowment Wealth Management Inc.193,850$13.22M8.7%+2.6%5.183%
11/4/2024Ashton Thomas Securities LLC10,297$702K0.1%N/A0.275%
11/4/2024Legacy Capital Wealth Partners LLC21,861$1.49M0.3%N/A0.585%
11/4/2024Axxcess Wealth Management LLC38,645$2.64M0.1%-11.1%1.033%
11/1/2024Atria Investments Inc24,749$1.69M0.0%-12.7%0.662%
10/25/2024Aletheian Wealth Advisors LLC109,437$7.47M4.4%-3.5%2.926%
10/23/2024Silver Oak Securities Incorporated26,019$1.78M0.2%-28.8%0.696%
10/22/2024Private Advisor Group LLC6,805$464K0.0%-4.6%0.182%
10/19/2024Cedrus LLC11,272$769K0.3%N/A0.301%
10/16/2024Bleakley Financial Group LLC16,270$1.11M0.0%-13.1%0.435%
10/16/2024Global Retirement Partners LLC15,906$1.09M0.0%+3.2%0.425%
10/9/2024Private Advisory Group LLC2,982$203K0.0%N/A0.080%
10/8/2024 Atomi Financial Group Inc.6,938$473K0.0%N/A0.186%
8/22/2024Cetera Investment Advisers96,459$5.89M0.0%-2.7%2.579%
8/19/2024Hershey Financial Advisers LLC2,087$127K0.1%N/A0.056%
8/16/2024Traction Financial Partners LLC63,156$4M2.9%+9.7%1.689%
8/16/2024Northwestern Mutual Wealth Management Co.655$40K0.0%N/A0.018%
8/10/2024Axxcess Wealth Management LLC43,480$2.66M0.1%N/A1.163%
8/8/2024Envestnet Asset Management Inc.287,493$17.56M0.0%+13.0%7.687%
8/8/2024Darwin Wealth Management LLC19,710$1.20M0.6%-3.6%0.527%
8/7/2024Ashton Thomas Private Wealth LLC5,519$337K0.0%+9.0%0.148%
8/3/2024National Bank of Canada FI8,642$520K0.0%+2.9%0.231%
8/2/2024Founders Financial Securities LLC5,128$313K0.0%-9.4%0.137%
8/2/2024Endowment Wealth Management Inc.188,875$11.54M8.4%+5.5%5.050%
7/31/2024Rothschild Investment LLC800$49K0.0%N/A0.021%
7/30/2024 International Assets Investment Management LLC900$55K0.0%N/A0.024%
7/26/2024Aletheian Wealth Advisors LLC113,380$6.93M3.6%+6.7%3.032%
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7/26/2024Cambridge Investment Research Advisors Inc.16,765$1.02M0.0%+4.3%0.448%
7/24/2024Joseph P. Lucia & Associates LLC5,771$353K0.2%-9.6%0.154%
7/16/2024Envestnet Portfolio Solutions Inc.7,996$489K0.0%-4.2%0.214%
7/16/2024Burke & Herbert Bank & Trust Co.4,515$276K0.1%N/A0.121%
7/11/2024Warther Private Wealth LLC3,480$213K0.1%N/A0.093%
7/10/2024Simplicity Wealth LLC18,726$1.14M0.0%-19.0%0.501%
6/21/2024Cape Investment Advisory Inc.1,668$110K0.1%-11.4%0.045%
5/24/2024Cetera Advisors LLC52,242$3.45M0.0%+1,081.9%1.397%
5/24/2024Cetera Investment Advisers99,091$6.54M0.0%+69.4%2.649%
5/21/2024Atria Investments Inc28,621$1.89M0.0%+0.6%0.765%
5/11/2024Trustmark National Bank Trust Department3,160$208K0.0%N/A0.084%
5/9/2024Endowment Wealth Management Inc.179,008$11.81M8.8%-9.5%4.786%
5/8/2024Bleakley Financial Group LLC23,119$1.53M0.0%-22.6%0.618%
5/7/2024NTV Asset Management LLC23,825$1.57M0.2%-6.0%0.637%
5/6/2024Envestnet Portfolio Solutions Inc.8,348$551K0.0%+35.7%0.223%
5/3/2024Larson Financial Group LLC2,931$193K0.0%+7.5%0.078%
4/30/2024Private Advisor Group LLC7,879$520K0.0%+47.9%0.211%
4/24/2024Simplicity Wealth LLC23,119$1.53M0.0%N/A0.627%
4/22/2024 BTS Asset Management Inc.2,964$195K0.2%N/A0.080%
4/16/2024 Financial Management Professionals Inc.9,414$621K0.1%N/A0.255%
4/15/2024 Wealthcare Advisory Partners LLC5,967$394K0.0%+15.3%0.162%
4/15/2024Aletheian Wealth Advisors LLC106,302$7.01M3.8%+8.2%2.881%
4/11/2024Beacon Capital Management Inc.330,553$21.67M0.9%-5.0%8.390%
4/10/2024 Park Avenue Securities LLC4,778$315K0.0%-4.1%0.121%
2/14/2024Traction Financial Partners LLC50,360$3.13M2.1%N/A1.278%
2/14/2024Waterloo Capital L.P.6,363$396K0.1%N/A0.161%
2/12/2024Cape Investment Advisory Inc.1,883$117K0.1%-13.3%0.048%
2/7/2024Avantax Advisory Services Inc.3,572$222K0.0%N/A0.091%
2/7/2024Envestnet Portfolio Solutions Inc.6,153$383K0.0%-15.8%0.156%
2/7/2024Formidable Asset Management LLC3,562$222K0.0%-25.7%0.090%
2/7/2024Endowment Wealth Management Inc.197,884$12.31M10.2%-0.7%5.022%
2/7/2024Principal Securities Inc.3,794$236K0.0%N/A0.096%
2/7/2024Darwin Wealth Management LLC23,086$1.44M0.4%-8.2%0.586%
2/6/2024Private Advisor Group LLC5,328$331K0.0%-7.7%0.135%
2/6/2024 Wealthcare Advisory Partners LLC5,176$322K0.0%+7.9%0.131%
2/6/2024National Bank of Canada FI8,181$496K0.0%+5.0%0.208%
2/6/2024New York Life Investment Management LLC51,524$3.21M0.0%-59.7%1.308%
2/2/2024Atria Wealth Solutions Inc.7,213$449K0.0%N/A0.183%
2/1/2024Larson Financial Group LLC2,726$170K0.0%+7.2%0.069%
1/29/2024Simplicity Solutions LLC29,888$1.86M0.1%-35.8%0.759%
1/25/2024 International Assets Investment Management LLC55,980$3.48M0.0%N/A1.421%
1/25/2024Bleakley Financial Group LLC29,888$1.86M0.1%-35.8%0.759%
1/24/2024 International Assets Investment Management LLC55,980$3.48M0.0%N/A1.421%
1/22/2024LFA Lugano Financial Advisors SA18,674$1.16M0.9%-31.0%0.474%
1/18/2024Cutler Group LLC CA1,000$62K0.0%N/A0.025%
1/17/2024Beacon Capital Management Inc.347,861$21.64M0.9%-31.1%8.829%
1/12/2024Summit Financial Group Inc.4,515$281K0.1%N/A0.115%
1/5/2024Aletheian Wealth Advisors LLC98,227$6.11M4.0%N/A2.493%
11/13/2023LPL Financial LLC146,732$7.58M0.0%-77.9%3.724%
11/13/2023Envestnet Asset Management Inc.305,741$15.80M0.0%N/A7.760%
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11/13/2023Envestnet Portfolio Solutions Inc.7,307$378K0.0%N/A0.185%
11/13/2023Kestra Advisory Services LLC4,584$237K0.0%-82.1%0.116%
11/9/2023Formidable Asset Management LLC4,797$248K0.1%-67.6%0.122%
11/8/2023New York Life Investment Management LLC127,916$6.61M0.1%-71.6%3.247%
11/7/2023Darwin Wealth Management LLC25,144$1.30M0.3%-81.0%0.638%
11/7/2023Atria Investments Inc35,033$1.81M0.0%-79.6%0.889%
11/7/2023Cape Investment Advisory Inc.2,172$112K0.1%N/A0.055%
11/6/2023NTV Asset Management LLC25,359$1.31M0.2%N/A0.644%
11/3/2023Larson Financial Group LLC2,542$131K0.0%-77.5%0.065%
11/3/2023Private Advisor Group LLC5,773$298K0.0%-80.1%0.147%
(Data available from 1/1/2016 forward)

PSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSP shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Invesco Global Listed Private Equity ETF. The most heavily invested institutionals were Bank of America Corp DE ($68.71M), Beacon Capital Management Inc. ($21.67M), Envestnet Asset Management Inc. ($17.56M), Endowment Wealth Management Inc. ($13.22M), Osaic Holdings Inc. ($9.24M), LPL Financial LLC ($7.58M), and Aletheian Wealth Advisors LLC ($7.47M).Learn more on PSP's institutional investors.

Which institutional investors have been buying Invesco Global Listed Private Equity ETF stock?

Of the 73 institutional investors that purchased Invesco Global Listed Private Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($6.09M), Beacon Capital Management Inc. ($1.91M), Osaic Holdings Inc. ($681.27K), LPL Financial LLC ($485.42K), New York Life Investment Management LLC ($450.42K), Envestnet Asset Management Inc. ($417.03K), and Cetera Investment Advisers ($354.44K).

How much institutional buying is happening at Invesco Global Listed Private Equity ETF?

Institutional investors have bought a total of 12,680,580 shares in the last 24 months. This purchase volume represents approximately $638.01M in transactions.

Which Invesco Global Listed Private Equity ETF major shareholders have been selling company stock?

Of the 51 institutional investors that sold Invesco Global Listed Private Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($1.58M), LPL Financial LLC ($900.15K), Endowment Wealth Management Inc. ($806.27K), New York Life Investment Management LLC ($398.90K), LFA Lugano Financial Advisors SA ($285.79K), Simplicity Solutions LLC ($208.26K), and Raymond James Financial Services Advisors Inc. ($180.58K).

How much institutional selling is happening at Invesco Global Listed Private Equity ETF?

Institutional investors have sold a total of 5,526,622 shares in the last 24 months. This volume of shares sold represents approximately $287.65M in transactions.


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This page (NYSEARCA:PSP) was last updated on 1/21/2025 by MarketBeat.com Staff
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