We are live on ! Find out more
PSMB

Invesco Balanced Multi-Asset Allocation ETF

Delisted

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

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

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

16% more funds holding

Funds holding: 1922 (+3)

40% less capital invested

Capital invested by funds: $13.3M → $7.97M (-$5.31M)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

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
Name Holding Trade Value Shares
Change
Change in
Stake
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