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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$46.78M
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

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Invesco Global Listed Private Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/4/2025Comprehensive Money Management Services LLC4,355$291K0.2%N/A0.102%
2/17/2025CoreCap Advisors LLC4,952$331K0.0%N/A0.132%
2/17/2025Cetera Investment Advisers80,251$5.36M0.0%-7.1%2.146%
2/17/2025Citadel Advisors LLC5,375$359K0.0%-46.9%0.144%
2/17/2025Bank of America Corp DE240,255$16.04M0.0%+8.1%6.424%
2/14/2025Jane Street Group LLC27,500$1.84M0.0%-15.8%0.735%
2/14/2025MML Investors Services LLC30,346$2.03M0.0%+1.3%0.811%
2/13/2025NewEdge Advisors LLC15,916$1.06M0.0%+252.0%0.426%
2/13/2025Raymond James Financial Inc.38,778$2.59M0.0%N/A1.037%
2/13/2025Envestnet Asset Management Inc.252,502$16.86M0.0%+0.1%6.751%
2/13/2025Wells Fargo & Company MN124,918$8.34M0.0%+0.8%3.340%
2/12/2025Cynosure Group LLC11,825$790K0.1%+51.0%0.316%
2/12/2025National Bank of Canada FI9,890$660K0.0%+9.0%0.264%
2/11/2025Ashton Thomas Securities LLC13,292$887K0.2%+29.1%0.355%
2/11/2025LPL Financial LLC226,352$15.11M0.0%+44.6%6.052%
2/11/2025Beacon Capital Management Inc.291,421$19.46M0.8%-3.0%7.792%
2/10/2025Axxcess Wealth Management LLC40,791$2.72M0.1%+5.6%1.091%
2/10/2025Envestnet Portfolio Solutions Inc.7,173$479K0.0%-2.6%0.192%
2/10/2025Natixis Advisors LLC11,481$767K0.0%N/A0.307%
2/10/2025LFA Lugano Financial Advisors SA14,224$950K0.6%-7.2%0.380%
2/7/2025Wealthfront Advisers LLC80,734$5.39M0.0%N/A2.159%
2/7/2025Endowment Wealth Management Inc.198,984$13.29M8.9%+2.6%5.320%
2/6/2025Raymond James Financial Inc.38,778$2.59M0.0%N/A1.037%
2/6/2025Atria Investments Inc25,166$1.68M0.0%+1.7%0.673%
2/6/2025Schechter Investment Advisors LLC12,407$828K0.1%+27.1%0.332%
2/5/2025New York Life Investment Management LLC125,257$8.36M0.1%-3.6%3.349%
2/3/2025Advyzon Investment Management LLC3,749$250K0.1%N/A0.100%
2/3/2025Private Advisor Group LLC6,487$433K0.0%-4.7%0.173%
1/31/2025Global Retirement Partners LLC15,214$1.02M0.0%-4.4%0.407%
1/31/2025Traction Financial Partners LLC53,884$3.60M2.8%+3.9%1.441%
1/31/2025Atria Wealth Solutions Inc.13,710$915K0.0%+9.9%0.367%
1/31/2025Burke & Herbert Bank & Trust Co.5,000$334K0.1%+10.7%0.134%
1/31/2025NTV Asset Management LLC23,905$1.60M0.2%+5.3%0.639%
1/30/2025Legacy Capital Wealth Partners LLC22,050$1.47M0.3%+0.9%0.590%
1/28/2025Apollon Wealth Management LLC3,575$239K0.0%N/A0.096%
1/27/2025Silver Oak Securities Incorporated26,507$1.77M0.2%+1.9%0.709%
1/27/2025Bleakley Financial Group LLC14,449$965K0.0%-11.2%0.386%
1/22/2025Perigon Wealth Management LLC3,376$231K0.0%N/A0.090%
1/21/2025Brighton Jones LLC6,000$401K0.0%N/A0.140%
1/17/2025Janney Montgomery Scott LLC4,014$268K0.0%N/A0.107%
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1/17/2025Marino Stram & Associates LLC3,042$203K0.0%N/A0.081%
1/17/2025Atomi Financial Group Inc.3,164$211K0.0%-54.4%0.085%
1/15/2025Wealthcare Advisory Partners LLC5,645$377K0.0%-3.5%0.151%
1/14/2025SignalPoint Asset Management LLC10,483$700K0.2%-4.1%0.280%
1/14/2025SeaCrest 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%
10/8/2024Atomi 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%
7/30/2024International Assets Investment Management LLC900$55K0.0%N/A0.024%
7/26/2024Aletheian Wealth Advisors LLC113,380$6.93M3.6%+6.7%3.032%
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%
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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%
4/22/2024BTS Asset Management Inc.2,964$195K0.2%N/A0.080%
4/16/2024Financial Management Professionals Inc.9,414$621K0.1%N/A0.255%
4/15/2024Wealthcare Advisory Partners LLC5,967$394K0.0%+15.3%0.162%
(Data available from 1/1/2016 forward)

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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 6,656,235 shares in the last 24 months. This purchase volume represents approximately $359.93M 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.



This page (NYSEARCA:PSP) was last updated on 4/4/2025 by MarketBeat.com Staff
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