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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

$69.50 -0.61 (-0.87%)
As of 02/21/2025 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)
54
Total
Institutional Inflows
(last 12 months)
$46.49M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$8.85M
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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
2/17/2025 CoreCap Advisors LLC4,952$331K0.0%N/A0.132%
2/17/2025 Cetera Investment Advisers80,251$5.36M0.0%-7.1%2.146%
2/17/2025 Citadel Advisors LLC5,375$359K0.0%-46.9%0.144%
2/17/2025 Bank of America Corp DE240,255$16.04M0.0%+8.1%6.424%
2/14/2025 Jane Street Group LLC27,500$1.84M0.0%-15.8%0.735%
2/14/2025 MML Investors Services LLC30,346$2.03M0.0%+1.3%0.811%
2/13/2025 NewEdge Advisors LLC15,916$1.06M0.0%+252.0%0.426%
2/13/2025 Raymond James Financial Inc.38,778$2.59M0.0%N/A1.037%
2/13/2025 Envestnet Asset Management Inc.252,502$16.86M0.0%+0.1%6.751%
2/13/2025 Wells Fargo & Company MN124,918$8.34M0.0%+0.8%3.340%
2/12/2025 Cynosure Group LLC11,825$790K0.1%+51.0%0.316%
2/12/2025 National Bank of Canada FI9,890$660K0.0%+9.0%0.264%
2/11/2025 Ashton Thomas Securities LLC13,292$887K0.2%+29.1%0.355%
2/11/2025 LPL Financial LLC226,352$15.11M0.0%+44.6%6.052%
2/11/2025 Beacon Capital Management Inc.291,421$19.46M0.8%-3.0%7.792%
2/10/2025 Axxcess Wealth Management LLC40,791$2.72M0.1%+5.6%1.091%
2/10/2025 Envestnet Portfolio Solutions Inc.7,173$479K0.0%-2.6%0.192%
2/10/2025 Natixis Advisors LLC11,481$767K0.0%N/A0.307%
2/10/2025 LFA Lugano Financial Advisors SA14,224$950K0.6%-7.2%0.380%
2/7/2025 Wealthfront Advisers LLC80,734$5.39M0.0%N/A2.159%
2/7/2025 Endowment Wealth Management Inc.198,984$13.29M8.9%+2.6%5.320%
2/6/2025 Raymond James Financial Inc.38,778$2.59M0.0%N/A1.037%
2/6/2025 Atria Investments Inc25,166$1.68M0.0%+1.7%0.673%
2/6/2025 Schechter Investment Advisors LLC12,407$828K0.1%+27.1%0.332%
2/5/2025 New York Life Investment Management LLC125,257$8.36M0.1%-3.6%3.349%
2/3/2025 Advyzon Investment Management LLC3,749$250K0.1%N/A0.100%
2/3/2025 Private Advisor Group LLC6,487$433K0.0%-4.7%0.173%
1/31/2025 Global Retirement Partners LLC15,214$1.02M0.0%-4.4%0.407%
1/31/2025 Traction Financial Partners LLC53,884$3.60M2.8%+3.9%1.441%
1/31/2025 Atria Wealth Solutions Inc.13,710$915K0.0%+9.9%0.367%
1/31/2025 Burke & Herbert Bank & Trust Co.5,000$334K0.1%+10.7%0.134%
1/31/2025 NTV Asset Management LLC23,905$1.60M0.2%+5.3%0.639%
1/30/2025 Legacy Capital Wealth Partners LLC22,050$1.47M0.3%+0.9%0.590%
1/28/2025 Apollon Wealth Management LLC3,575$239K0.0%N/A0.096%
1/27/2025 Silver Oak Securities Incorporated26,507$1.77M0.2%+1.9%0.709%
1/27/2025 Bleakley Financial Group LLC14,449$965K0.0%-11.2%0.386%
1/22/2025 Perigon Wealth Management LLC3,376$231K0.0%N/A0.090%
1/21/2025 Brighton Jones LLC6,000$401K0.0%N/A0.160%
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%
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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%
11/15/2024 MML Investors Services LLC29,961$2.04M0.0%+10.7%0.801%
11/15/2024 National Bank of Canada FI9,076$619K0.0%+5.0%0.243%
11/15/2024 Jane Street Group LLC32,653$2.23M0.0%N/A0.873%
11/14/2024 Flow Traders U.S. LLC22,337$1.52M0.1%N/A0.597%
11/12/2024 Larson Financial Group LLC3,270$223K0.0%+6.3%0.087%
11/8/2024Darwin Wealth Management LLC16,197$1.11M0.3%-17.8%0.433%
11/6/2024 Traction Financial Partners LLC51,845$3.54M2.8%-17.9%1.386%
11/6/2024 Endowment Wealth Management Inc.193,850$13.22M8.7%+2.6%5.183%
11/4/2024 Ashton Thomas Securities LLC10,297$702K0.1%N/A0.275%
11/4/2024 Legacy Capital Wealth Partners LLC21,861$1.49M0.3%N/A0.585%
11/4/2024 Axxcess Wealth Management LLC38,645$2.64M0.1%-11.1%1.033%
11/1/2024 Atria Investments Inc24,749$1.69M0.0%-12.7%0.662%
10/25/2024 Aletheian Wealth Advisors LLC109,437$7.47M4.4%-3.5%2.926%
10/23/2024 Silver Oak Securities Incorporated26,019$1.78M0.2%-28.8%0.696%
10/22/2024 Private Advisor Group LLC6,805$464K0.0%-4.6%0.182%
10/19/2024Cedrus LLC11,272$769K0.3%N/A0.301%
10/16/2024 Bleakley Financial Group LLC16,270$1.11M0.0%-13.1%0.435%
10/16/2024 Global Retirement Partners LLC15,906$1.09M0.0%+3.2%0.425%
10/9/2024 Private Advisory Group LLC2,982$203K0.0%N/A0.080%
10/8/2024 Atomi Financial Group Inc.6,938$473K0.0%N/A0.186%
8/22/2024 Cetera Investment Advisers96,459$5.89M0.0%-2.7%2.579%
8/19/2024 Hershey Financial Advisers LLC2,087$127K0.1%N/A0.056%
8/16/2024 Traction Financial Partners LLC63,156$4M2.9%+9.7%1.689%
8/16/2024 Northwestern Mutual Wealth Management Co.655$40K0.0%N/A0.018%
8/10/2024 Axxcess Wealth Management LLC43,480$2.66M0.1%N/A1.163%
8/8/2024 Envestnet 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%
8/7/2024 Ashton Thomas Private Wealth LLC5,519$337K0.0%+9.0%0.148%
8/3/2024 National Bank of Canada FI8,642$520K0.0%+2.9%0.231%
8/2/2024 Founders Financial Securities LLC5,128$313K0.0%-9.4%0.137%
8/2/2024 Endowment Wealth Management Inc.188,875$11.54M8.4%+5.5%5.050%
7/31/2024 Rothschild Investment LLC800$49K0.0%N/A0.021%
7/30/2024 International Assets Investment Management LLC900$55K0.0%N/A0.024%
7/26/2024 Aletheian Wealth Advisors LLC113,380$6.93M3.6%+6.7%3.032%
7/26/2024 Cambridge Investment Research Advisors Inc.16,765$1.02M0.0%+4.3%0.448%
7/24/2024 Joseph P. Lucia & Associates LLC5,771$353K0.2%-9.6%0.154%
7/16/2024 Envestnet Portfolio Solutions Inc.7,996$489K0.0%-4.2%0.214%
7/16/2024 Burke & Herbert Bank & Trust Co.4,515$276K0.1%N/A0.121%
7/11/2024 Warther Private Wealth LLC3,480$213K0.1%N/A0.093%
7/10/2024 Simplicity Wealth LLC18,726$1.14M0.0%-19.0%0.501%
6/21/2024 Cape 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%
5/24/2024 Cetera Investment Advisers99,091$6.54M0.0%+69.4%2.649%
5/21/2024 Atria Investments Inc28,621$1.89M0.0%+0.6%0.765%
5/11/2024 Trustmark National Bank Trust Department3,160$208K0.0%N/A0.084%
5/9/2024 Endowment Wealth Management Inc.179,008$11.81M8.8%-9.5%4.786%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
5/8/2024 Bleakley Financial Group LLC23,119$1.53M0.0%-22.6%0.618%
5/7/2024 NTV Asset Management LLC23,825$1.57M0.2%-6.0%0.637%
5/6/2024 Envestnet Portfolio Solutions Inc.8,348$551K0.0%+35.7%0.223%
5/3/2024 Larson Financial Group LLC2,931$193K0.0%+7.5%0.078%
4/30/2024 Private Advisor Group LLC7,879$520K0.0%+47.9%0.211%
4/24/2024 Simplicity 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%
4/15/2024 Aletheian Wealth Advisors LLC106,302$7.01M3.8%+8.2%2.881%
(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, 99 institutional investors and hedge funds held shares of Invesco Global Listed Private Equity ETF. The most heavily invested institutionals were Beacon Capital Management Inc. ($19.46M), Envestnet Asset Management Inc. ($16.86M), Bank of America Corp DE ($16.04M), LPL Financial LLC ($15.11M), Endowment Wealth Management Inc. ($13.29M), Osaic Holdings Inc. ($9.24M), and New York Life Investment Management LLC ($8.36M).Learn more on PSP's institutional investors.

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

Of the 81 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: Beacon Capital Management Inc. ($1.91M), Osaic Holdings Inc. ($681.27K), LPL Financial LLC ($555.28K), New York Life Investment Management LLC ($450.42K), Cetera Investment Advisers ($354.44K), Envestnet Asset Management Inc. ($338.98K), and Aletheian Wealth Advisors LLC ($239.19K).

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

Institutional investors have bought a total of 6,721,651 shares in the last 24 months. This purchase volume represents approximately $362.93M 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. ($1.59M), Endowment Wealth Management Inc. ($806.27K), LPL Financial LLC ($518.10K), New York Life Investment Management LLC ($403.59K), LFA Lugano Financial Advisors SA ($273.22K), 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 5,043,491 shares in the last 24 months. This volume of shares sold represents approximately $265.51M in transactions.


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This page (NYSEARCA:PSP) was last updated on 2/22/2025 by MarketBeat.com Staff
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