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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

$72.22 -0.05 (-0.07%)
As of 07/25/2025 04:10 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
70.39%
Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$53.85M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$42.06M
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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
7/25/2025 Endowment Wealth Management Inc.189,120$13.02M6.7%-0.6%4.076%
7/25/2025 Apollon Wealth Management LLC41,869$2.88M0.1%+900.0%0.902%
7/22/2025 Wealthcare Advisory Partners LLC5,219$359K0.0%+3.2%0.112%
7/21/2025 NTV Asset Management LLC23,795$1.64M0.2%-1.7%0.513%
7/21/2025 Ameritas Advisory Services LLC690$47K0.0%N/A0.015%
7/18/2025 Marino Stram & Associates LLC5,467$376K0.1%N/A0.118%
7/18/2025 O ROURKE & COMPANY Inc3,162$218K0.1%N/A0.068%
7/17/2025 Janney Montgomery Scott LLC7,664$528K0.0%+7.1%0.165%
7/15/2025 Traction Financial Partners LLC46,707$3.22M2.2%-2.4%1.007%
7/11/2025 Farther Finance Advisors LLC10,867$748K0.0%+3.8%0.234%
7/9/2025 Triumph Capital Management3,931$271K0.1%N/A0.085%
7/7/2025 Aletheian Wealth Advisors LLC119,663$8.24M4.1%+7.3%2.579%
5/21/2025Beacon Capital Management Inc.3,900$262K0.0%-98.7%0.103%
5/19/2025Jane Street Group LLC32,370$2.07M0.0%+17.7%0.854%
5/16/2025NewEdge Advisors LLC17,072$1.09M0.0%+7.3%0.450%
5/16/2025Clark Capital Management Group Inc.132,464$8.49M0.1%N/A3.495%
5/15/2025 Ashton Thomas Securities LLC13,117$840K0.2%-1.3%0.346%
5/15/2025Royal Bank of Canada7,093$454K0.0%-14.8%0.187%
5/15/2025MAI Capital Management1,335$86K0.0%+1,807.1%0.035%
5/12/2025Cynosure Group LLC15,109$968K0.1%+27.8%0.399%
5/12/2025National Bank of Canada FI10,338$663K0.0%+4.5%0.273%
5/9/2025 Endowment Wealth Management Inc.190,273$12.19M7.8%-4.4%5.020%
5/9/2025Advyzon Investment Management LLC4,657$298K0.1%+24.2%0.123%
5/9/2025Manchester Capital Management LLC450$29K0.0%N/A0.012%
5/8/2025Natixis Advisors LLC11,927$764K0.0%+3.9%0.315%
5/7/2025LPL Financial LLC144,728$9.27M0.0%-36.1%3.819%
5/6/2025Cetera Investment Advisers56,254$3.60M0.0%-29.9%1.504%
5/5/2025Private Advisor Group LLC6,096$391K0.0%-6.0%0.163%
5/2/2025Legacy Capital Wealth Partners LLC15,525$995K0.2%-29.6%0.415%
5/2/2025Larson Financial Group LLC3,506$225K0.0%+5.3%0.094%
5/2/2025 Apollon Wealth Management LLC4,187$268K0.0%+17.1%0.112%
5/1/2025Schechter Investment Advisors LLC13,500$865K0.1%+8.8%0.361%
4/30/2025Axxcess Wealth Management LLC41,531$2.66M0.1%+1.8%1.110%
4/30/2025 NTV Asset Management LLC24,195$1.55M0.2%+1.2%0.647%
4/29/2025Envestnet Asset Management Inc.112,219$7.19M0.0%-55.6%3.001%
4/28/2025LFA Lugano Financial Advisors SA13,752$881K0.6%-3.3%0.368%
4/24/2025 Mirae Asset Global Investments Co. Ltd.1,200$78K0.0%N/A0.032%
4/24/2025Holistic Planning LLC6,452$413K0.1%N/A0.173%
4/23/2025 Perigon Wealth Management LLC3,949$253K0.0%+17.0%0.106%
4/23/2025Bessemer Group Inc.12,907$827K0.0%N/A0.345%
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4/22/2025Flagship Harbor Advisors LLC6,515$417K0.0%N/A0.174%
4/22/2025Cambridge Investment Research Advisors Inc.11,243$720K0.0%-44.9%0.301%
4/17/2025 Janney Montgomery Scott LLC7,154$458K0.0%+78.2%0.191%
4/15/2025 Traction Financial Partners LLC47,857$3.07M2.4%-11.2%1.280%
4/15/2025 Wealthcare Advisory Partners LLC5,059$324K0.0%-10.4%0.135%
4/14/2025 Farther Finance Advisors LLC10,467$677K0.0%N/A0.269%
4/14/2025 Park Avenue Securities LLC10,440$669K0.0%N/A0.268%
4/11/2025 SeaCrest Wealth Management LLC13,981$896K0.1%+30.2%0.359%
4/8/2025 Aletheian Wealth Advisors LLC111,486$7.14M4.0%+2.6%2.866%
3/4/2025 Comprehensive 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%
2/11/2025 Ashton 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%
2/10/2025 Envestnet 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%
2/7/2025 Endowment 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%
1/31/2025 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%
1/31/2025Burke & 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%
1/30/2025Legacy 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%
1/27/2025Bleakley Financial Group LLC14,449$965K0.0%-11.2%0.386%
1/22/2025 Perigon Wealth Management LLC3,376$231K0.0%N/A0.090%
1/21/2025Brighton Jones LLC6,000$401K0.0%N/A0.140%
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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1/17/2025Atomi 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%
1/14/2025SignalPoint 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%
(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, 102 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 ($16.04M), Endowment Wealth Management Inc. ($13.02M), LPL Financial LLC ($9.27M), Osaic Holdings Inc. ($9.24M), Clark Capital Management Group Inc. ($8.49M), New York Life Investment Management LLC ($8.36M), and Wells Fargo & Company MN ($8.34M).Learn more on Invesco Global Listed Private Equity ETF's institutional investors.

What percentage of Invesco Global Listed Private Equity ETF's stock is owned by institutional investors?

70.39% of Invesco Global Listed Private Equity ETF's stock is owned by institutional investors. Learn more on PSP's institutional investor holdings.

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

Of the 84 institutional investors that purchased Invesco Global Listed Private Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Osaic Holdings Inc. ($681.27K), New York Life Investment Management LLC ($450.42K), Cetera Investment Advisers ($354.44K), Envestnet Asset Management Inc. ($338.98K), Bleakley Financial Group LLC ($238.15K), Atria Investments Inc ($172.30K), and Clark Capital Management Group Inc. ($132.46K).

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

Institutional investors have bought a total of 818,648 shares in the last 24 months. This purchase volume represents approximately $53.85M in transactions.

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

Of the 28 institutional investors that sold Invesco Global Listed Private Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($296.62K), Envestnet Asset Management Inc. ($140.28K), LPL Financial LLC ($81.62K), Cetera Investment Advisers ($32.76K), Traction Financial Partners LLC ($18.49K), Silver Oak Securities Incorporated ($10.52K), and Endowment Wealth Management Inc. ($9.86K).

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

Institutional investors have sold a total of 652,227 shares in the last 24 months. This volume of shares sold represents approximately $42.06M in transactions.


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This page (NYSEARCA:PSP) was last updated on 7/27/2025 by MarketBeat.com Staff
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