Who Owns Invesco Global Listed Private Equity ETF (PSP)?Hedge Fund & Institutional Holders

$55.87+0.20 (+0.35%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.6000136531300012e+177T

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$54.95$59.42$63.88$68.35$72.82Sep 24Jun 25Mar 26

PSP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Endowment Wealth Management, Inc.New Position+204K+$13.7M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+181K+$11.0M
SBE LLC DBA CEDAR COVE WEALTH PARTNERSNew Position+94K+$6.3M
Crestwood Advisors Group, LLCNew Position+70K+$4.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+61K+$4.0M
Apollon Wealth Management, LLCNew Position+49K+$3.3M
Cordoba Advisory Partners LLCNew Position+22K+$1.5M
Cynosure Group, LLCNew Position+22K+$1.4M
NTV ASSET MANAGEMENT LLCNew Position+21K+$1.4M
Darwin Wealth Management, LLCNew Position+19K+$1.3M
LFA - Lugano Financial Advisors SANew Position+16K+$1.1M
Global Retirement Partners, LLCNew Position+27K+$1.0M
O'ROURKE & COMPANY, IncNew Position+12K+$806K
ASHTON THOMAS SECURITIES, LLCNew Position+11K+$719K
PCG Wealth Advisors, LLCNew Position+7K+$436K

PSP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-83K-$20.0B
LPL Financial LLCDecreased-108K-$14.7B
WELLS FARGO & COMPANY/MNDecreased-15K-$9.9B
CITADEL ADVISORS LLCClosed Position-138K-$9.5B
Aletheian Wealth Advisors LLCClosed Position-122K-$8.4B
Beta Wealth Group, Inc.Decreased-4K-$7.5B
Arax Advisory PartnersDecreased-101K-$6.4B
UBS Group AGDecreased-24K-$2.9B
OSAIC HOLDINGS, INC.Decreased-7K-$2.2B
Atria Investments, IncClosed Position-11K-$781.3M
VestGen Advisors, LLCDecreased-831-$778.8M
Private Advisor Group, LLCClosed Position-9K-$645.9M
Cetera Investment AdvisersDecreased-5K-$596.5M
BRIGHTON JONES LLCClosed Position-6K-$414.1M
Wealthcare Advisory Partners LLCClosed Position-5K-$368.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC252,785$16.0M0.00%Share
2Endowment Wealth Management, Inc.203,555$13.7M6.27%Share
3MORGAN STANLEY205,958$13.0M0.00%Share
4BANK OF AMERICA CORP /DE/184,769$12.0M0.00%Share
5AXXCESS WEALTH MANAGEMENT, LLC149,212$10.0M0.04%Share
6Beta Wealth Group, Inc.105,293$7.1M2.84%Share
7BANK OF AMERICA CORP /DE/118,684$7.0M0.00%Share
8LPL Financial LLC106,011$7.0M0.00%Share
9SBE LLC DBA CEDAR COVE WEALTH PARTNERS94,357$6.3M3.31%Share
10THRIVENT FINANCIAL FOR LUTHERANS97,173$6.0M0.01%Share
11THRIVENT FINANCIAL FOR LUTHERANS84,198$5.0M0.01%Share
12Crestwood Advisors Group, LLC70,000$4.7M0.08%Share
13ENVESTNET ASSET MANAGEMENT INC60,536$4.0M0.00%Share
14WELLS FARGO & COMPANY/MN63,703$4.0M0.00%Share
15Traction Financial Partners, LLC55,791$3.7M2.22%Share
16Apollon Wealth Management, LLC49,268$3.3M0.06%Share
17Farther Finance Advisors, LLC46,464$3.1M0.03%Share
18WELLS FARGO & COMPANY/MN33,339$2.0M0.00%Share
19RAYMOND JAMES FINANCIAL INC35,106$2.0M0.00%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP42,864$2.0M0.00%Share
21MML INVESTORS SERVICES, LLC31,313$2.0M0.00%Share
22Cordoba Advisory Partners LLC22,056$1.5M0.37%Share
23Cynosure Group, LLC21,519$1.4M0.15%Share
24NTV ASSET MANAGEMENT LLC21,475$1.4M0.15%Share
25Darwin Wealth Management, LLC19,347$1.3M0.40%Share
26UBS Group AG18,716$1.3M0.00%Share
27LFA - Lugano Financial Advisors SA15,906$1.1M0.55%Share
28OSAIC HOLDINGS, INC.23,666$1.0M0.00%Share
29Global Retirement Partners, LLC27,361$1.0M0.02%Share
30Arax Advisory Partners18,731$1.0M0.03%Share
31NewEdge Advisors, LLC29,410$1.0M0.00%Share
32WELLS FARGO & COMPANY/MN25,062$1.0M0.00%Share
33Legacy Capital Wealth Partners, LLC12,723$853K0.18%Share
34O'ROURKE & COMPANY, Inc12,024$806K0.31%Share
35ASHTON THOMAS SECURITIES, LLC10,725$719K0.14%Share
36Betterment LLC8,241$553K0.00%Share
37Fort Point Capital Partners LLC7,556$528K0.06%Share
38PCG Wealth Advisors, LLC6,507$436K0.12%Share
39Hyundai Investments Co., Ltd.6,426$432K0.42%Share
40UPTICK PARTNERS, LLC6,418$430K0.09%Share
41Joseph P. Lucia & Associates, LLC5,771$387K0.14%Share
42MARINO, STRAM & ASSOCIATES LLC5,467$366K0.07%Share
43Advyzon Investment Management, LLC5,122$343K0.04%Share
44Sterling Investment Advisors, Ltd.4,700$315K0.06%Share
45Comprehensive Money Management Services LLC4,345$291K0.20%Share
46NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,706$284K0.00%Share
47Triumph Capital Management4,235$284K0.06%Share
48FOUNDERS FINANCIAL SECURITIES LLC3,984$267K0.02%Share
49Ashton Thomas Private Wealth, LLC3,815$255K0.01%Share
50Dynamic Advisor Solutions LLC3,767$252K0.01%Share

PSP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$155.3M+30
Q3 202567$131.1B-24
Q2 202591$146.2B+2
Q1 202589$130.9B+13
Q4 202476$6.3T+15
Q3 202461$94.9T+0
Q2 202461$83.9T+5
Q1 202456$94.4T—

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As of Q4 2025, 50 institutional investors hold PSP (Invesco Global Listed Private Equity ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $16.0M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own PSP?

As of Q4 2025, 50 institutional investors report holding PSP (Invesco Global Listed Private Equity ETF) in their 13F filings.

Who is the largest institutional holder of PSP?

The largest institutional holder of PSP is RAYMOND JAMES FINANCIAL INC with $16.0M in shares.

Is institutional ownership of PSP increasing or decreasing?

This quarter, 15 institutions opened new positions in PSP and 6 closed their positions.