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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

$70.64 -0.05 (-0.07%)
Closing price 09/5/2025 04:10 PM Eastern
Extended Trading
$70.43 -0.21 (-0.30%)
As of 09/5/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
62
Total
Institutional Inflows
(last 12 months)
$87.22M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$42.22M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.39,318$2.64M0.0%+61.1%0.847%
9/4/2025 Beacon Capital Management Inc.235,728$16.23M0.8%+5,944.3%5.080%
8/15/2025 MML Investors Services LLC33,078$2.28M0.0%+11.0%0.713%
8/15/2025 Bank of America Corp DE314,298$21.64M0.0%+16.9%6.774%
8/14/2025 Jane Street Group LLC50,000$3.44M0.0%+54.5%1.078%
8/14/2025 Raymond James Financial Inc.32,113$2.21M0.0%+9.8%0.692%
8/14/2025 Darwin Wealth Management LLC17,269$1.19M0.4%N/A0.372%
8/14/2025 NewEdge Advisors LLC19,081$1.31M0.0%+11.8%0.411%
8/13/2025 Flow Traders U.S. LLC10,559$727K0.0%N/A0.228%
8/13/2025 VestGen Advisors LLC8,588$591K0.0%+20.7%0.185%
8/13/2025 Legacy Capital Wealth Partners LLC12,978$894K0.2%-16.4%0.280%
8/12/2025 CreativeOne Wealth LLC6,616$456K0.0%N/A0.143%
8/12/2025 Global Retirement Partners LLC19,572$1.35M0.0%N/A0.422%
8/12/2025 Cynosure Group LLC17,419$1.20M0.1%+15.3%0.375%
8/12/2025 MAI Capital Management1,843$127K0.0%+38.1%0.040%
8/11/2025 Beta Wealth Group Inc.73,550$5.06M1.9%N/A1.585%
8/8/2025 Cetera Investment Advisers55,699$3.84M0.0%-1.0%1.200%
8/7/2025 LFA Lugano Financial Advisors SA17,575$1.21M0.7%+27.8%0.379%
8/5/2025 Bank of Montreal Can600$41K0.0%N/A0.013%
8/4/2025 Atria Investments Inc14,439$994K0.0%N/A0.311%
8/4/2025 Flagship Harbor Advisors LLC5,474$377K0.0%-16.0%0.118%
8/1/2025 Bessemer Group Inc.15,398$1.06M0.0%+19.3%0.332%
8/1/2025 Ashton Thomas Private Wealth LLC3,831$264K0.0%-29.5%0.083%
8/1/2025 Envestnet Asset Management Inc.202,671$13.95M0.0%+80.6%4.368%
7/31/2025 Burke & Herbert Bank & Trust Co.5,225$360K0.1%+4.5%0.113%
7/29/2025 Ballast Inc.5,771$397K0.2%N/A0.124%
7/28/2025 Uptick Partners LLC7,003$482K0.1%+8.5%0.151%
7/28/2025 Axxcess Wealth Management LLC44,362$3.05M0.1%+6.8%0.956%
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%
5/21/2025 Beacon Capital Management Inc.3,900$262K0.0%-98.7%0.103%
5/19/2025 Jane Street Group LLC32,370$2.07M0.0%+17.7%0.854%
5/16/2025 NewEdge Advisors LLC17,072$1.09M0.0%+7.3%0.450%
5/16/2025 Clark 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%
5/15/2025 Royal Bank of Canada7,093$454K0.0%-14.8%0.187%
5/15/2025 MAI Capital Management1,335$86K0.0%+1,807.1%0.035%
5/12/2025 Cynosure Group LLC15,109$968K0.1%+27.8%0.399%
5/12/2025 National 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%
5/9/2025 Advyzon Investment Management LLC4,657$298K0.1%+24.2%0.123%
5/9/2025 Manchester Capital Management LLC450$29K0.0%N/A0.012%
5/8/2025 Natixis Advisors LLC11,927$764K0.0%+3.9%0.315%
5/7/2025 LPL Financial LLC144,728$9.27M0.0%-36.1%3.819%
5/6/2025 Cetera Investment Advisers56,254$3.60M0.0%-29.9%1.504%
5/5/2025 Private Advisor Group LLC6,096$391K0.0%-6.0%0.163%
5/2/2025 Legacy Capital Wealth Partners LLC15,525$995K0.2%-29.6%0.415%
5/2/2025 Larson 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%
4/30/2025 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%
2/17/2025 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%
(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, 100 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 ($21.64M), Beacon Capital Management Inc. ($16.23M), Envestnet Asset Management Inc. ($13.95M), Endowment Wealth Management Inc. ($13.02M), LPL Financial LLC ($9.27M), Clark Capital Management Group Inc. ($8.49M), and New York Life Investment Management LLC ($8.36M).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: Envestnet Asset Management Inc. ($429.43K), Beacon Capital Management Inc. ($231.83K), Clark Capital Management Group Inc. ($132.46K), Aletheian Wealth Advisors LLC ($124.35K), International Assets Investment Management LLC ($112.86K), Wealthfront Advisers LLC ($80.73K), and Raymond James Financial Inc. ($80.43K).

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

Institutional investors have bought a total of 1,292,436 shares in the last 24 months. This purchase volume represents approximately $87.22M in transactions.

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

Of the 29 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 ($30.68K), 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 654,066 shares in the last 24 months. This volume of shares sold represents approximately $42.22M in transactions.


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This page (NYSEARCA:PSP) was last updated on 9/6/2025 by MarketBeat.com Staff
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