Who owns PSP?
Invesco Global Listed Private Equity ETF · Invesco
94 institutions reported holding PSP, worth $132.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PSP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $19.5M | 349,507 | +110,896 shares |
| Bank of America Corp. | Charlotte, NC | $17.0M | 305,543 | +886 shares |
| Endowment Wealth Management, Inc. | Appleton, WI | $12.9M | 232,282 | +5,597 shares |
| Wells Fargo & Company | San Francisco, CA | $8.5M | 152,514 | +11,903 shares |
| Aletheian Wealth Advisors LLC | Bellevue, WA | $8.2M | 146,352 | +14,773 shares |
| LPL Financial LLC | Fort Mill, SC | $7.2M | 129,608 | −5,220 shares |
| Axxcess Wealth Management, LLC | Carlsbad, CA | $5.8M | 104,906 | New position |
| First Interstate Bank | Billings, MT | $5.8M | 104,099 | New position |
| Crestwood Advisors Group, LLC | Boston, MA | $3.9M | 70,000 | No change |
| Jane Street Group, LLC | New York, NY | $3.2M | 57,852 | +24,649 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PSP?
94 institutional managers reported holding PSP in Form 13F filings for June 30, 2026, worth $132.7M in total. The largest reported position was held by Morgan Stanley, at $19.5M.
Did institutions buy or sell PSP last quarter?
Reported 13F value rose 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PSP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.