INVESCO GLOBAL LISTED PRIVAT (PSP) Institutional Ownership Changes & 13F Activity

INVESCO GLOBAL LISTED PRIVAT (PSP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Morgan Stanley, Wells Fargo & Company/Mn, and Beta Wealth Group, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-3,972-100.0%0$0.00Q4 2025May 15, 2026
Raymond James Financial IncBuy+287,891—287,891$19.31MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+29,410—29,410$1.97MQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+90—90$6.04KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+304,033—304,033$20.39MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+42,864—42,864$2.88MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+23,672—23,672$1.59MQ4 2025Feb 17, 2026
Cynosure Group, LlcBuy+21,519—21,519$1.44MQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+12,472—12,472$836.37KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+12,135—12,135$813.00KQ4 2025Feb 17, 2026
Vestgen Advisors, LlcBuy+10,453—10,453$701.13KQ4 2025Feb 17, 2026
Hyundai Investments Co., Ltd.Buy+6,426—6,426$432.66KQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+6,126—6,126$410.89KQ4 2025Feb 17, 2026
&PartnersBuy+5,620—5,620$376.98KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+3,380—3,380$226.70KQ4 2025Feb 17, 2026
Fmr LlcBuy+371—371$24.88KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+21—21$1.41KQ4 2025Feb 17, 2026
Morgan StanleyBuy+206,278—206,278$13.84MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+128,143—128,143$8.60MQ4 2025Feb 13, 2026
Beta Wealth Group, Inc.Buy+105,293—105,293$7.06MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+31,313—31,313$2.10MQ4 2025Feb 13, 2026
Cordoba Advisory Partners LlcBuy+22,056—22,056$1.48MQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+18,731—18,731$1.26MQ4 2025Feb 13, 2026
Fort Point Capital Partners LlcBuy+7,556—7,556$528.60KQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+7,031—7,031$471.58KQ4 2025Feb 13, 2026
Gts Securities LlcBuy+6,488—6,488$435.18KQ4 2025Feb 13, 2026
Advyzon Investment Management, LlcBuy+5,122—5,122$343.57KQ4 2025Feb 13, 2026
Flow Traders U.S. LlcBuy+4,337—4,337$291.00KQ4 2025Feb 13, 2026
Tidal Investments LlcBuy+4,007—4,007$268.77KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+3,514—3,514$235.71KQ4 2025Feb 13, 2026
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Frequently asked questions about PSP activity

  • Which institutional owners are buying PSP?

    Institutional owners buying PSP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PSP activity?

    "Buy" means an investor increased their reported position in PSP compared to the prior reporting period. This reflects growing exposure to INVESCO GLOBAL LISTED PRIVAT (PSP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PSP increasing?

    Institutional interest in PSP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.