Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
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.
8% more capital invested
Capital invested by funds: $736K → $794K (+$58K)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$132K |
| 2 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$7.49K |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $534K | -$132K | -9,907 | -20% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $143K | +$140K | +10,514 | New |
|
|
SMFS
3
Squar Milner Financial Services
Irvine,
California
| $117K | -$7.49K | -563 | -6% |
|
|
MOS
4
MGO One Seven
Beachwood,
Ohio
| – | -$6K | -500 | Closed |
|
PSMB Hedge Fund Activity: Q1 2019 in Review
3 of the 4,620 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.