Free Trial
→ Buffett’s favorite chart just hit 209% – here’s what that means for gold (From Golden Portfolio) (Ad) Buy PSP Stock  Free PSP Stock Alerts

Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

$64.64 +1.34 (+2.12%)
As of 05/2/2025 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)
56
Total
Institutional Inflows
(last 12 months)
$47.57M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$18.15M
Get PSP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Global Listed Private Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PSP Institutional Buying and Selling by Quarter

Invesco Global Listed Private Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2025Apollon Wealth Management LLC4,187$268K0.0%+17.1%0.112%
5/1/2025 Schechter Investment Advisors LLC13,500$865K0.1%+8.8%0.361%
4/30/2025 Axxcess 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%
4/29/2025 Envestnet Asset Management Inc.112,219$7.19M0.0%-55.6%3.001%
4/28/2025 LFA 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%
4/24/2025 Holistic Planning LLC6,452$413K0.1%N/A0.173%
4/23/2025 Perigon Wealth Management LLC3,949$253K0.0%+17.0%0.106%
4/23/2025 Bessemer Group Inc.12,907$827K0.0%N/A0.345%
4/22/2025 Flagship Harbor Advisors LLC6,515$417K0.0%N/A0.174%
4/22/2025 Cambridge 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%
2/13/2025 Envestnet 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%
2/10/2025 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%
2/10/2025Natixis Advisors LLC11,481$767K0.0%N/A0.307%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
2/10/2025 LFA 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%
2/6/2025 Schechter 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%
1/31/2025Atria 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%
1/30/2025Legacy Capital Wealth Partners LLC22,050$1.47M0.3%+0.9%0.590%
1/28/2025Apollon Wealth Management LLC3,575$239K0.0%N/A0.096%
1/27/2025 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/A0.140%
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%
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%
11/6/2024 Traction 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%
11/4/2024 Axxcess Wealth Management LLC38,645$2.64M0.1%-11.1%1.033%
11/1/2024Atria Investments Inc24,749$1.69M0.0%-12.7%0.662%
10/25/2024 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%
10/22/2024Private 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%
10/16/2024Global 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%
8/16/2024 Traction Financial Partners LLC63,156$4M2.9%+9.7%1.689%
8/16/2024Northwestern Mutual Wealth Management Co.655$40K0.0%N/A0.018%
Musk's warning signal: Prepare before the cascade begins (Ad)

When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.

Watch the Musk market warning before the dominoes fall
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%
8/7/2024Ashton 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%
7/31/2024 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%
(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 Beacon Capital Management Inc. ($19.46M), Bank of America Corp DE ($16.04M), LPL Financial LLC ($15.11M), Endowment Wealth Management Inc. ($13.29M), Osaic Holdings Inc. ($9.24M), New York Life Investment Management LLC ($8.36M), and Wells Fargo & Company MN ($8.34M).Learn more on PSP's institutional investors.

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

Of the 84 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 ($241.98K).

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

Institutional investors have bought a total of 6,516,757 shares in the last 24 months. This purchase volume represents approximately $353.70M 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 ($273.69K), 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 5,072,874 shares in the last 24 months. This volume of shares sold represents approximately $269.20M in transactions.


Related Companies

This page (NYSEARCA:PSP) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
Real Americans Don’t Wait on Wall Street’s Next Move
What's happening in the markets right now should concern every freedom-loving American who's worked hard and s...
Premier Gold Co | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored