PSMB

Invesco Balanced Multi-Asset Allocation ETF
PSMB

Overview Fund Activity
Delisted

PSMB was delisted on the 23rd of June, 2023.

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22 hedge funds and large institutions have $7.97M invested in Invesco Balanced Multi-Asset Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
2
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
1
Retireful LLC
Michigan
$1.67M
2
PAG
2
Private Advisor Group
New Jersey
$219K
3
FTS
3
Fifth Third Securities
Ohio
$169K
4
AAS
4
Ameritas Advisory Services
Nebraska
$56.7K
5
UBS Group
5
UBS Group
Switzerland
$28.4K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.27M
2
PWA
2
PCG Wealth Advisors
Kansas
$0
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$0
4
KIG
4
Kowal Investment Group
Wisconsin
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$346K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
26
Kowal Investment Group
Wisconsin
– -$409K -28,010 Closed
WA
27
Waverly Advisors
Alabama
– -$299K -20,505 Closed
BCM
28
Brookstone Capital Management
Illinois
– -$158K -10,633 Closed
1
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