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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

$68.39 -0.47 (-0.68%)
As of 09:33 AM Eastern
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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)
55
Total
Institutional Inflows
(last 12 months)
$50.67M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$42.20M
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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
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%
5/15/2025Ashton 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%
5/9/2025Endowment 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%
5/2/2025Apollon 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%
4/30/2025NTV 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%
4/24/2025Mirae Asset Global Investments Co. Ltd.1,200$78K0.0%N/A0.032%
4/24/2025Holistic Planning LLC6,452$413K0.1%N/A0.173%
4/23/2025Perigon Wealth Management LLC3,949$253K0.0%+17.0%0.106%
4/23/2025Bessemer Group Inc.12,907$827K0.0%N/A0.345%
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%
4/17/2025Janney Montgomery Scott LLC7,154$458K0.0%+78.2%0.191%
4/15/2025Traction Financial Partners LLC47,857$3.07M2.4%-11.2%1.280%
4/15/2025Wealthcare Advisory Partners LLC5,059$324K0.0%-10.4%0.135%
4/14/2025Farther Finance Advisors LLC10,467$677K0.0%N/A0.269%
4/14/2025Park Avenue Securities LLC10,440$669K0.0%N/A0.268%
4/11/2025SeaCrest Wealth Management LLC13,981$896K0.1%+30.2%0.359%
4/8/2025Aletheian Wealth Advisors LLC111,486$7.14M4.0%+2.6%2.866%
3/4/2025Comprehensive 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
2/11/2025Ashton 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%
2/10/2025Axxcess Wealth Management LLC40,791$2.72M0.1%+5.6%1.091%
2/10/2025Envestnet 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%
2/7/2025Endowment 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%
2/6/2025Schechter 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%
1/31/2025Traction 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%
1/31/2025Burke & Herbert Bank & Trust Co.5,000$334K0.1%+10.7%0.134%
1/31/2025NTV 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%
1/27/2025Silver Oak Securities Incorporated26,507$1.77M0.2%+1.9%0.709%
1/27/2025Bleakley Financial Group LLC14,449$965K0.0%-11.2%0.386%
1/22/2025Perigon Wealth Management LLC3,376$231K0.0%N/A0.090%
1/21/2025Brighton Jones LLC6,000$401K0.0%N/A0.140%
1/17/2025Janney Montgomery Scott LLC4,014$268K0.0%N/A0.107%
1/17/2025Marino Stram & Associates LLC3,042$203K0.0%N/A0.081%
1/17/2025Atomi Financial Group Inc.3,164$211K0.0%-54.4%0.085%
1/15/2025Wealthcare Advisory Partners LLC5,645$377K0.0%-3.5%0.151%
1/14/2025SignalPoint Asset Management LLC10,483$700K0.2%-4.1%0.280%
1/14/2025SeaCrest 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%
11/6/2024Traction 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
11/4/2024Axxcess Wealth Management LLC38,645$2.64M0.1%-11.1%1.033%
11/1/2024Atria Investments Inc24,749$1.69M0.0%-12.7%0.662%
10/25/2024Aletheian Wealth Advisors LLC109,437$7.47M4.4%-3.5%2.926%
10/23/2024Silver 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%
10/16/2024Bleakley 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%
(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, 101 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. ($12.19M), 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 85 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: Beacon Capital Management Inc. ($1.91M), 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), and Simplicity Solutions LLC ($238.15K).

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

Institutional investors have bought a total of 774,233 shares in the last 24 months. This purchase volume represents approximately $50.67M 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 ($32.76K), Traction Financial Partners LLC ($17.34K), Silver Oak Securities Incorporated ($10.52K), and Cambridge Investment Research Advisors Inc. ($9.18K).

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

Institutional investors have sold a total of 654,880 shares in the last 24 months. This volume of shares sold represents approximately $42.20M in transactions.



This page (NYSEARCA:PSP) was last updated on 7/2/2025 by MarketBeat.com Staff
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