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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -3,972 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +287,891 | — | 287,891 | $19.31M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +29,410 | — | 29,410 | $1.97M | Q4 2025 | Feb 18, 2026 |
| Caitlin John, Llc | Buy | +90 | — | 90 | $6.04K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +304,033 | — | 304,033 | $20.39M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +42,864 | — | 42,864 | $2.88M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +23,672 | — | 23,672 | $1.59M | Q4 2025 | Feb 17, 2026 |
| Cynosure Group, Llc | Buy | +21,519 | — | 21,519 | $1.44M | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +12,472 | — | 12,472 | $836.37K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +12,135 | — | 12,135 | $813.00K | Q4 2025 | Feb 17, 2026 |
| Vestgen Advisors, Llc | Buy | +10,453 | — | 10,453 | $701.13K | Q4 2025 | Feb 17, 2026 |
| Hyundai Investments Co., Ltd. | Buy | +6,426 | — | 6,426 | $432.66K | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +6,126 | — | 6,126 | $410.89K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +5,620 | — | 5,620 | $376.98K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +3,380 | — | 3,380 | $226.70K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +371 | — | 371 | $24.88K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +21 | — | 21 | $1.41K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +206,278 | — | 206,278 | $13.84M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +128,143 | — | 128,143 | $8.60M | Q4 2025 | Feb 13, 2026 |
| Beta Wealth Group, Inc. | Buy | +105,293 | — | 105,293 | $7.06M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +31,313 | — | 31,313 | $2.10M | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners Llc | Buy | +22,056 | — | 22,056 | $1.48M | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +18,731 | — | 18,731 | $1.26M | Q4 2025 | Feb 13, 2026 |
| Fort Point Capital Partners Llc | Buy | +7,556 | — | 7,556 | $528.60K | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +7,031 | — | 7,031 | $471.58K | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +6,488 | — | 6,488 | $435.18K | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, Llc | Buy | +5,122 | — | 5,122 | $343.57K | Q4 2025 | Feb 13, 2026 |
| Flow Traders U.S. Llc | Buy | +4,337 | — | 4,337 | $291.00K | Q4 2025 | Feb 13, 2026 |
| Tidal Investments Llc | Buy | +4,007 | — | 4,007 | $268.77K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +3,514 | — | 3,514 | $235.71K | Q4 2025 | Feb 13, 2026 |
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.