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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)
45
Total
Institutional Inflows
(last 12 months)
$306.10M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$251.05M
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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
4/24/2024Simplicity 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%
2/14/2024Traction Financial Partners LLC50,360$3.13M2.1%N/A1.278%
2/14/2024Waterloo Capital L.P.6,363$396K0.1%N/A0.161%
2/12/2024Cape Investment Advisory Inc.1,883$117K0.1%-13.3%0.048%
2/7/2024Avantax Advisory Services Inc.3,572$222K0.0%N/A0.091%
2/7/2024Envestnet Portfolio Solutions Inc.6,153$383K0.0%-15.8%0.156%
2/7/2024Formidable Asset Management LLC3,562$222K0.0%-25.7%0.090%
2/7/2024Endowment Wealth Management Inc.197,884$12.31M10.2%-0.7%5.022%
2/7/2024Principal Securities Inc.3,794$236K0.0%N/A0.096%
2/7/2024Darwin Wealth Management LLC23,086$1.44M0.4%-8.2%0.586%
2/6/2024Private Advisor Group LLC5,328$331K0.0%-7.7%0.135%
2/6/2024 Wealthcare Advisory Partners LLC5,176$322K0.0%+7.9%0.131%
2/6/2024National Bank of Canada FI8,181$496K0.0%+5.0%0.208%
2/6/2024New York Life Investment Management LLC51,524$3.21M0.0%-59.7%1.308%
2/2/2024Atria 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%
1/25/2024Bleakley 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%
1/22/2024LFA Lugano Financial Advisors SA18,674$1.16M0.9%-31.0%0.474%
1/18/2024 Cutler 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%
1/12/2024 Summit Financial Group Inc.4,515$281K0.1%N/A0.115%
1/5/2024 Aletheian Wealth Advisors LLC98,227$6.11M4.0%N/A2.493%
11/13/2023LPL Financial LLC146,732$7.58M0.0%-77.9%3.724%
11/13/2023Envestnet Asset Management Inc.305,741$15.80M0.0%N/A7.760%
11/13/2023Envestnet Portfolio Solutions Inc.7,307$378K0.0%N/A0.185%
11/13/2023Kestra Advisory Services LLC4,584$237K0.0%-82.1%0.116%
11/9/2023Formidable Asset Management LLC4,797$248K0.1%-67.6%0.122%
11/8/2023New York Life Investment Management LLC127,916$6.61M0.1%-71.6%3.247%
11/7/2023Darwin Wealth Management LLC25,144$1.30M0.3%-81.0%0.638%
11/7/2023Atria Investments Inc35,033$1.81M0.0%-79.6%0.889%
11/7/2023Cape Investment Advisory Inc.2,172$112K0.1%N/A0.055%
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11/6/2023NTV Asset Management LLC25,359$1.31M0.2%N/A0.644%
11/3/2023Larson Financial Group LLC2,542$131K0.0%-77.5%0.065%
11/3/2023Private Advisor Group LLC5,773$298K0.0%-80.1%0.147%
10/31/2023 Fifth Third Bancorp1,200$62K0.0%-82.9%0.030%
10/31/2023Endowment Wealth Management Inc.199,184$10.29M9.2%-79.8%5.055%
10/30/2023Joseph 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%
10/26/2023Brighton Jones LLC6,000$310K0.0%-80.0%0.152%
10/25/2023Concord Wealth Partners642$33K0.0%-67.3%0.016%
10/24/2023 Cambridge Investment Research Advisors Inc.22,961$1.19M0.0%-69.9%0.583%
10/23/2023LFA Lugano Financial Advisors SA27,058$1.40M1.2%-90.4%0.687%
10/23/2023Commonwealth Equity Services LLC4,990$258K0.0%-78.8%0.127%
10/19/2023Simplicity Solutions LLC46,535$2.40M0.1%-80.5%1.181%
10/18/2023Private Trust Co. NA753$39K0.0%-80.0%0.019%
10/17/2023CreativeOne Wealth LLC4,117$213K0.0%N/A0.104%
10/17/2023 Founders Financial Securities LLC5,583$288K0.0%N/A0.142%
10/13/2023 SignalPoint Asset Management LLC11,189$578K0.1%-80.1%0.284%
10/13/2023 Global Retirement Partners LLC13,817$692K0.0%-80.6%0.351%
10/12/2023IFP Advisors Inc9,486$490K0.0%-21.5%0.241%
10/12/2023Richard W. Paul & Associates LLC742$38K0.0%-81.6%0.019%
10/12/2023 Wealthcare Advisory Partners LLC4,799$248K0.0%-80.0%0.122%
10/11/2023 CWM LLC527$27K0.0%-82.7%0.013%
10/10/2023 Beacon Capital Management Inc.504,794$26.08M1.0%-73.6%12.812%
10/10/2023National Bank of Canada FI7,791$390K0.0%-76.4%0.198%
8/14/2023Bleakley Financial Group LLC238,152$2.51M0.1%N/A6.044%
8/11/2023Richmond Brothers Inc.52,889$556K0.9%N/A1.342%
8/10/2023Osaic Holdings Inc.878,389$9.24M0.0%+345.6%22.294%
8/10/2023Private Advisor Group LLC29,012$305K0.0%-29.1%0.736%
8/10/2023Cetera Advisors LLC62,080$653K0.0%-20.8%1.576%
8/10/2023Cetera Advisor Networks LLC200,082$2.11M0.0%+37.3%5.078%
8/10/2023Cetera Investment Advisers330,781$3.48M0.0%+1,854.6%8.395%
8/9/2023Flow Traders U.S. LLC15,127$159K0.0%N/A0.384%
8/9/2023 Coastal Investment Advisors Inc.3,625$38K0.0%N/A0.092%
8/7/2023New York Life Investment Management LLC450,424$4.74M0.0%N/A11.432%
8/4/2023Atria Investments Inc171,701$1.81M0.0%N/A4.358%
8/4/2023IFP Advisors Inc12,088$148K0.0%-15.0%0.307%
8/3/2023Atria Wealth Solutions Inc.27,547$290K0.0%+83.5%0.699%
8/3/2023Corundum Trust Company INC10,155$107K0.3%N/A0.258%
8/3/2023Larson Financial Group LLC11,289$119K0.0%+12.5%0.287%
8/3/2023 CWM LLC3,047$32K0.0%-24.4%0.077%
8/1/2023Truist Financial Corp15,270$161K0.0%-16.7%0.388%
7/31/2023LPL Financial LLC664,833$6.99M0.0%+5.7%16.874%
7/28/2023First Republic Investment Management Inc.12,497$131K0.0%-58.5%0.075%
7/28/2023Private Trust Co. NA3,766$40K0.0%N/A0.023%
7/27/2023Tranquilli Financial Advisor LLC22,852$240K0.2%N/A0.138%
7/26/2023Simplicity Solutions LLC238,152$2.51M0.1%N/A1.435%
7/26/2023National Bank of Canada FI33,043$348K0.0%+280.4%0.199%
7/25/2023 Raymond James Financial Services Advisors Inc.13,085$138K0.0%-93.2%0.079%
7/25/2023 Raymond James & Associates44,350$467K0.0%+5.2%0.267%
7/25/2023Richard W. Paul & Associates LLC4,033$42K0.0%-11.8%0.024%
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7/20/2023 Global Retirement Partners LLC71,089$748K0.0%+1.2%0.428%
7/14/2023 Park Avenue Securities LLC26,962$284K0.0%-24.7%0.162%
7/13/2023 Beacon Capital Management Inc.1,914,683$20.14M0.7%+19,850.8%11.534%
7/13/2023 Aletheian Wealth Advisors LLC496,425$5.22M3.6%+10.4%2.991%
7/13/2023 Cambridge Investment Research Advisors Inc.76,333$803K0.0%-25.0%0.460%
7/12/2023 SignalPoint Asset Management LLC56,367$593K0.2%+4.5%0.340%
7/12/2023Darwin Wealth Management LLC132,642$1.40M0.4%-4.2%0.799%
6/14/2023Atria Wealth Solutions Inc.15,013$142K0.0%-45.7%0.090%
5/12/2023Cambridge Trust Co.2,735$28K0.0%N/A0.016%
5/11/2023Jaffetilchin Investment Partners LLC21,017$212K0.0%-27.9%0.126%
(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. ($15.80M), Endowment Wealth Management Inc. ($12.31M), Osaic Holdings Inc. ($9.24M), Clark Capital Management Group Inc. ($7.75M), and LPL Financial LLC ($7.58M).Learn more on PSP's institutional investors.

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

Of the 73 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), Walker Asset Management LLC ($637.55K), Clark Capital Management Group Inc. ($601.12K), LPL Financial LLC ($485.42K), and New York Life Investment Management LLC ($450.42K).

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

Institutional investors have bought a total of 15,008,758 shares in the last 24 months. This purchase volume represents approximately $764.88M in transactions.

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

Of the 53 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. ($787.39K), LFA Lugano Financial Advisors SA ($403.79K), New York Life Investment Management LLC ($398.90K), Simplicity Solutions LLC ($208.26K), and Raymond James Financial Services Advisors Inc. ($186.02K).

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

Institutional investors have sold a total of 5,900,450 shares in the last 24 months. This volume of shares sold represents approximately $306.80M in transactions.


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This page (NYSEARCA:PSP) was last updated on 4/25/2024 by MarketBeat.com Staff

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