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Invesco Global Listed Private Equity ETF (PSP) Institutional Ownership

$60.60 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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)
70
Total
Institutional Inflows
(last 12 months)
$122.24M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$40.90M
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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
5/19/2026 Bank of America Corp DE304,657$17.22M0.0%+0.2%7.271%
5/18/2026 Royal Bank of Canada11,338$641K0.0%-6.6%0.271%
5/14/2026 Compound Planning Inc.6,948$393K0.0%N/A0.166%
5/13/2026 Cetera Investment Advisers13,706$775K0.0%+305.5%0.327%
5/6/2026 Bessemer Group Inc.20,983$1.19M0.0%+16.8%0.501%
5/5/2026 LFA Lugano Financial Advisors SA16,144$912K0.5%+1.5%0.385%
5/4/2026 Uptick Partners LLC3,915$221K0.0%-39.0%0.093%
5/1/2026 Darwin Wealth Management LLC19,155$1.08M0.3%-1.0%0.457%
4/29/2026 Marino Stram & Associates LLC5,067$286K0.1%-7.3%0.121%
4/27/2026 Private Advisor Group LLC5,252$297K0.0%N/A0.125%
4/23/2026 Comprehensive Money Management Services LLC3,665$207K0.1%-15.7%0.090%
4/23/2026 Apollon Wealth Management LLC4,395$248K0.0%-91.1%0.107%
2/19/2026 Axxcess Wealth Management LLC74,345$4.99M0.1%+55.6%1.505%
2/18/2026 NewEdge Advisors LLC29,410$1.97M0.0%+3.6%0.595%
2/18/2026 VestGen Advisors LLC10,453$701K0.0%-7.4%0.212%
2/17/2026 Cetera Investment Advisers3,380$227K0.0%-60.9%0.068%
2/17/2026 Equitable Holdings Inc.6,126$411K0.0%+26.4%0.124%
2/17/2026 Osaic Holdings Inc.23,672$1.59M0.0%-22.3%0.479%
2/17/2026 &PARTNERS5,620$377K0.0%+39.2%0.114%
2/17/2026 Royal Bank of Canada12,135$813K0.0%+84.1%0.246%
2/17/2026 Hyundai Investments Co. Ltd.6,426$433K0.4%N/A0.130%
2/17/2026 Cynosure Group LLC21,519$1.44M0.1%+10.9%0.436%
2/16/2026 MML Investors Services LLC31,313$2.10M0.0%+11.4%0.634%
2/16/2026 Fort Point Capital Partners LLC7,556$529K0.1%+41.6%0.153%
2/16/2026 Arax Advisory Partners18,731$1.26M0.0%-84.4%0.379%
2/16/2026 Beta Wealth Group Inc.105,293$7.06M2.8%-3.3%2.131%
2/13/2026 Kestra Advisory Services LLC3,514$236K0.0%+14.3%0.071%
2/13/2026 Cordoba Advisory Partners LLC22,056$1.48M0.4%N/A0.446%
2/13/2026 Advyzon Investment Management LLC5,122$344K0.0%+6.3%0.104%
2/13/2026 Integrated Wealth Concepts LLC3,471$233K0.0%N/A0.070%
2/13/2026 Wells Fargo & Company MN128,143$8.60M0.0%-10.4%2.594%
2/12/2026 Jane Street Group LLC11,459$769K0.0%+4.1%0.232%
2/12/2026 Federation des caisses Desjardins du Quebec2,327$155K0.0%-11.4%0.047%
2/12/2026 Brooklyn Investment Group8,787$594K0.0%N/A0.178%
2/12/2026 Beacon Capital Management Inc.1,681$113K0.0%-99.3%0.034%
2/12/2026 Commonwealth Equity Services LLC5,251$352K0.0%-14.7%0.106%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners94,357$6.33M3.3%N/A1.910%
2/11/2026 Janney Montgomery Scott LLC6,391$429K0.0%-6.0%0.129%
2/11/2026 LPL Financial LLC106,011$7.11M0.0%-50.4%2.146%
2/11/2026 Manchester Capital Management LLC700$47K0.0%+55.6%0.014%
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2/10/2026 Goldman Sachs Group Inc.14,115$947K0.0%N/A0.286%
2/10/2026 Northwestern Mutual Wealth Management Co.1,150$77K0.0%+383.2%0.023%
2/9/2026 Endowment Wealth Management Inc.203,555$13.65M6.3%+5.5%4.121%
2/6/2026 Axxcess Wealth Management LLC149,212$10.01M0.0%+212.2%3.020%
2/6/2026Global Retirement Partners LLC27,361$1.84M0.0%+6.5%0.554%
2/5/2026 Thrivent Financial for Lutherans181,371$12.19M0.0%N/A3.671%
2/5/2026 PCG Wealth Advisors LLC6,507$436K0.1%N/A0.132%
2/3/2026 Crestwood Advisors Group LLC70,000$4.70M0.1%N/A1.417%
2/2/2026 Ashton Thomas Securities LLC10,725$719K0.1%-15.2%0.217%
2/2/2026 Uptick Partners LLC6,418$430K0.1%-4.6%0.130%
1/29/2026 LFA Lugano Financial Advisors SA15,906$1.07M0.6%-3.1%0.322%
1/29/2026 Traction Financial Partners LLC55,791$3.74M2.2%+5.8%1.129%
1/28/2026 O ROURKE & COMPANY Inc12,024$807K0.3%+26.7%0.243%
1/26/2026 Private Trust Co. NA1,380$93K0.0%+48.1%0.028%
1/23/2026 Farther Finance Advisors LLC46,464$3.12M0.0%+0.6%0.941%
1/22/2026 Darwin Wealth Management LLC19,347$1.30M0.4%+6.3%0.392%
1/16/2026 Legacy Capital Wealth Partners LLC12,723$853K0.2%+3.6%0.271%
1/15/2026 Private Advisory Group LLC3,361$225K0.0%N/A0.072%
1/9/2026 Dynamic Advisor Solutions LLC3,767$253K0.0%+18.0%0.082%
1/1/2026 JPMorgan Chase & Co.537$37K0.0%+825.9%0.011%
12/23/2025 Triumph Capital Management4,135$285K0.1%+5.2%0.085%
11/18/2025 Advisory Services Network LLC2,699$186K0.0%-10.0%0.055%
11/17/2025 NewEdge Advisors LLC28,376$1.96M0.0%+48.7%0.580%
11/17/2025 Triumph Capital Management4,135$285K0.1%+5.2%0.085%
11/17/2025 Susquehanna International Group LLP23,587$1.63M0.0%-14,659.9%0.482%
11/17/2025 National Bank of Canada FI11,725$809K0.0%+3.6%0.240%
11/17/2025 Larson Financial Group LLC4,297$297K0.0%+13.0%0.088%
11/17/2025 Citadel Advisors LLC138,157$9.54M0.0%+414.5%2.825%
11/17/2025 Bank of America Corp DE280,105$19.33M0.0%-10.9%5.728%
11/14/2025 Raymond James Financial Inc.58,958$4.07M0.0%+83.6%1.206%
11/14/2025 Equitable Holdings Inc.4,847$335K0.0%+26.2%0.099%
11/13/2025 UBS Group AG42,663$2.95M0.0%+133.9%0.872%
11/13/2025 Private Advisor Group LLC9,358$646K0.0%+54.7%0.191%
11/13/2025 CreativeOne Wealth LLC7,008$484K0.0%+5.9%0.143%
11/13/2025 Natixis Advisors LLC34,396$2.37M0.0%+15.5%0.703%
11/10/2025 MAI Capital Management2,147$148K0.0%+16.5%0.044%
11/10/2025 Advisors Preferred LLC500$34K0.0%N/A0.010%
11/7/2025 Axxcess Wealth Management LLC47,787$3.30M0.1%+7.7%0.977%
11/7/2025 Beta Wealth Group Inc.108,854$7.51M3.0%+48.0%2.226%
11/7/2025 JPMorgan Chase & Co.537$37K0.0%+825.9%0.011%
11/6/2025 Endowment Wealth Management Inc.192,882$13.31M6.0%+2.0%3.944%
11/5/2025 LFA Lugano Financial Advisors SA16,422$1.13M0.6%-6.6%0.336%
11/5/2025 Flagship Harbor Advisors LLC3,011$208K0.0%-45.0%0.062%
11/5/2025 Bessemer Group Inc.18,423$1.27M0.0%+19.6%0.377%
11/5/2025 Envestnet Asset Management Inc.164,015$11.32M0.0%-19.1%3.354%
11/4/2025 Uptick Partners LLC6,726$464K0.1%-4.0%0.138%
10/27/2025 Ashton Thomas Securities LLC12,646$873K0.1%-3.7%0.259%
10/27/2025Touchstone Capital Inc.234,679$16.20M8.3%N/A4.799%
10/24/2025 Corundum Trust Company INC2,031$140K0.3%N/A0.042%
10/22/2025 O ROURKE & COMPANY Inc9,489$655K0.3%+200.1%0.194%
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10/22/2025 Cynosure Group LLC19,403$1.34M0.1%+11.4%0.397%
10/21/2025Global Retirement Partners LLC25,685$1.77M0.0%+31.2%0.525%
10/21/2025 NTV Asset Management LLC23,095$1.59M0.2%-2.9%0.472%
10/17/2025 Perigon Wealth Management LLC9,708$670K0.0%+140.3%0.199%
10/17/2025 Apollon Wealth Management LLC49,186$3.40M0.1%+17.5%1.006%
10/16/2025 Darwin Wealth Management LLC18,197$1.26M0.4%+5.4%0.372%
10/16/2025 Beacon Capital Management Inc.225,057$15.53M0.7%-4.5%4.602%
10/15/2025 Private Trust Co. NA932$64K0.0%+137.8%0.019%
10/14/2025 Farther Finance Advisors LLC46,184$3.19M0.0%+325.0%0.944%
10/9/2025 Dynamic Advisor Solutions LLC3,192$220K0.0%N/A0.065%


PSP Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 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 ($17.22M), Touchstone Capital Inc. ($16.20M), Endowment Wealth Management Inc. ($13.65M), Thrivent Financial for Lutherans ($12.19M), Envestnet Asset Management Inc. ($11.32M), Citadel Advisors LLC ($9.54M), and Wells Fargo & Company MN ($8.60M).Learn more on Invesco Global Listed Private Equity ETF's 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.

Of the 95 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: Touchstone Capital Inc. ($234.68K), Beacon Capital Management Inc. ($231.83K), Thrivent Financial for Lutherans ($181.37K), Axxcess Wealth Management LLC ($180.61K), Clark Capital Management Group Inc. ($132.46K), Envestnet Asset Management Inc. ($123.69K), and Citadel Advisors LLC ($111.30K).

Institutional investors have bought a total of 1,793,735 shares in the last 24 months. This purchase volume represents approximately $122.24M in transactions.

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. ($234.05K), LPL Financial LLC ($107.53K), Arax Advisory Partners ($101.28K), Apollon Wealth Management LLC ($44.87K), Envestnet Asset Management Inc. ($38.66K), Bank of America Corp DE ($34.19K), and Wells Fargo & Company MN ($14.93K).

Institutional investors have sold a total of 614,733 shares in the last 24 months. This volume of shares sold represents approximately $40.90M in transactions.



This page (NYSEARCA:PSP) was last updated on 5/25/2026 by MarketBeat.com Staff.
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