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PSMB

Invesco Balanced Multi-Asset Allocation ETF
PSMB

Delisted

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

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3 hedge funds and large institutions have $794K invested in Invesco Balanced Multi-Asset Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.23% less ownership

Funds ownership: 29.4% → 29.17% (-0.23%)

4% less capital inflows, than outflows

Capital inflows: $140K | Capital outflows: $145K

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$140K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$132K
2
Squar Milner Financial Services
Squar Milner Financial Services
California
-$7.49K
3
MGO One Seven
MGO One Seven
Ohio
-$6K

PSMB Hedge Fund Activity: Q1 2019 in Review

3 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q1 2019, worth a combined $794K — up 7.9% from $736K a quarter earlier.

Fund positioning in PSMB was balanced in Q1 2019: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $140K. The largest seller was Susquehanna International Group, cutting an estimated $132K.

  • 3 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $794K of Invesco Balanced Multi-Asset Allocation ETF stock for Q1 2019, up 7.9% quarter-over-quarter.
  • 1 fund opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q1 2019 and 1 closed out, a net change of 0 holders.
  • The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q1 2019 was Cambridge Investment Research Advisors, an estimated $140K added.
  • The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q1 2019 was Susquehanna International Group, an estimated $132K sold.

Based on aggregated 13F filings for Q1 2019.