Who Owns PSP?
Invesco Global Listed Private Equity ETF — Institutional Ownership & 13F Holdings
$60.05
-0.21 (-0.35%)
Market Cap
$330.0M
Shares Outstanding
5,658,585
Institutional Holders
89
Total Inst. Value
$109.3M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
31
Closed Positions
18
Increased
24
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $17.2M | 268,943 |
| 2 | MORGAN STANLEY | $16.7M | 261,125 |
| 3 | Endowment Wealth Management, Inc. | $12.2M | 190,273 |
| 4 | Clark Capital Management Group, Inc.New | $8.5M | 132,464 |
| 5 | Aletheian Wealth Advisors LLC | $7.1M | 111,486 |
| 6 | WELLS FARGO & COMPANY/MN | $6.9M | 107,744 |
| 7 | Cetera Investment Advisers | $3.6M | 56,254 |
| 8 | Traction Financial Partners, LLCNew | $3.1M | 47,857 |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $2.7M | 41,531 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 40,790 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +29K | $17.2M |
| Clark Capital Management Group, Inc.New | +132K | $8.5M |
| Aletheian Wealth Advisors LLC | +3K | $7.1M |
| Traction Financial Partners, LLCNew | +48K | $3.1M |
| AXXCESS WEALTH MANAGEMENT, LLC | +740 | $2.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Beacon Capital Management, Inc. | -288K | $262K |
| ENVESTNET ASSET MANAGEMENT INC | -140K | $7K |
| LPL Financial LLC | -82K | $9K |
| Cetera Investment Advisers | -24K | $3.6M |
| WELLS FARGO & COMPANY/MN | -17K | $6.9M |
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Frequently Asked Questions
How many institutional investors hold PSP?
As of Q1 2025, 89 institutional investors report holding PSP (Invesco Global Listed Private Equity ETF) in their 13F filings.
Which hedge fund owns the most PSP?
The largest institutional holder of PSP is BANK OF AMERICA CORP /DE/ with $17.2M in shares.
Are institutions buying or selling PSP?
This quarter, 31 institutions opened new positions in PSP and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.