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PSMB

Invesco Balanced Multi-Asset Allocation ETF

Delisted

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

3 hedge funds and large institutions have $736K invested in Invesco Balanced Multi-Asset Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 33 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

38% less capital invested

Capital invested by funds: $1.19M → $736K (-$450K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
MOS
MGO One Seven
Ohio
+$6.57K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$367K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$615K -$367K -27,957 -36%
SMFS
2
Squar Milner Financial Services
California
$115K
MOS
3
MGO One Seven
Ohio
$6K +$6.57K +500 New

PSMB Hedge Fund Activity: Q4 2018 in Review

3 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q4 2018, worth a combined $736K — down 38% from $1.19M a quarter earlier.

Fund positioning in PSMB was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $6.57K. The largest seller was Susquehanna International Group, cutting an estimated $367K.

  • 3 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $736K of Invesco Balanced Multi-Asset Allocation ETF stock for Q4 2018, down 38% quarter-over-quarter.
  • 1 fund opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q4 2018 and 1 closed out, a net change of 0 holders.
  • The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q4 2018 was MGO One Seven, an estimated $6.57K added.
  • The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q4 2018 was Susquehanna International Group, an estimated $367K sold.

Based on aggregated 13F filings for Q4 2018.