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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

Invesco Global Listed Private Equity ETF logo
$68.53 -0.38 (-0.55%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$42.12M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$23.80M
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PSP Institutional Buying and Selling by Quarter

Invesco Global Listed Private Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024MML 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%
11/15/2024Jane 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%
11/12/2024Larson Financial Group LLC3,270$223K0.0%+6.3%0.087%
11/8/2024 Darwin 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%
8/19/2024Hershey 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%
8/8/2024 Darwin 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%
7/31/2024Rothschild 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%
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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%
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%
5/3/2024Larson 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%
4/11/2024 Beacon 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%
2/14/2024 Traction Financial Partners LLC50,360$3.13M2.1%N/A1.278%
2/14/2024 Waterloo Capital L.P.6,363$396K0.1%N/A0.161%
2/12/2024 Cape Investment Advisory Inc.1,883$117K0.1%-13.3%0.048%
2/7/2024 Avantax Advisory Services Inc.3,572$222K0.0%N/A0.091%
2/7/2024 Envestnet Portfolio Solutions Inc.6,153$383K0.0%-15.8%0.156%
2/7/2024 Formidable Asset Management LLC3,562$222K0.0%-25.7%0.090%
2/7/2024 Endowment Wealth Management Inc.197,884$12.31M10.2%-0.7%5.022%
2/7/2024 Principal Securities Inc.3,794$236K0.0%N/A0.096%
2/7/2024 Darwin Wealth Management LLC23,086$1.44M0.4%-8.2%0.586%
2/6/2024 Private Advisor Group LLC5,328$331K0.0%-7.7%0.135%
2/6/2024 Wealthcare Advisory Partners LLC5,176$322K0.0%+7.9%0.131%
2/6/2024 National Bank of Canada FI8,181$496K0.0%+5.0%0.208%
2/6/2024 New York Life Investment Management LLC51,524$3.21M0.0%-59.7%1.308%
2/2/2024 Atria 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%
1/25/2024 Bleakley 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%
1/22/2024 LFA Lugano Financial Advisors SA18,674$1.16M0.9%-31.0%0.474%
1/18/2024Cutler Group LLC CA1,000$62K0.0%N/A0.025%
1/17/2024 Beacon 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%
1/5/2024 Aletheian Wealth Advisors LLC98,227$6.11M4.0%N/A2.493%
11/13/2023 LPL Financial LLC146,732$7.58M0.0%-77.9%3.724%
11/13/2023 Envestnet Asset Management Inc.305,741$15.80M0.0%N/A7.760%
11/13/2023 Envestnet Portfolio Solutions Inc.7,307$378K0.0%N/A0.185%
11/13/2023 Kestra Advisory Services LLC4,584$237K0.0%-82.1%0.116%
11/9/2023 Formidable Asset Management LLC4,797$248K0.1%-67.6%0.122%
11/8/2023 New York Life Investment Management LLC127,916$6.61M0.1%-71.6%3.247%
11/7/2023 Darwin Wealth Management LLC25,144$1.30M0.3%-81.0%0.638%
11/7/2023 Atria Investments Inc35,033$1.81M0.0%-79.6%0.889%
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11/7/2023 Cape Investment Advisory Inc.2,172$112K0.1%N/A0.055%
11/6/2023 NTV Asset Management LLC25,359$1.31M0.2%N/A0.644%
11/3/2023Larson Financial Group LLC2,542$131K0.0%-77.5%0.065%
11/3/2023 Private Advisor Group LLC5,773$298K0.0%-80.1%0.147%
10/31/2023Fifth Third Bancorp1,200$62K0.0%-82.9%0.030%
10/31/2023 Endowment Wealth Management Inc.199,184$10.29M9.2%-79.8%5.055%
10/30/2023 Joseph P. Lucia & Associates LLC6,382$330K0.1%-80.0%0.162%
10/26/2023 Park Avenue Securities LLC5,671$293K0.0%-79.0%0.144%
10/26/2023 Brighton Jones LLC6,000$310K0.0%-80.0%0.152%
10/25/2023 Concord Wealth Partners642$33K0.0%-67.3%0.016%
(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, 88 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 70 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 12,721,596 shares in the last 24 months. This purchase volume represents approximately $639.60M 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 5,531,964 shares in the last 24 months. This volume of shares sold represents approximately $287.81M in transactions.



This page (NYSEARCA:PSP) was last updated on 11/17/2024 by MarketBeat.com Staff
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