Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
5 hedge funds and large institutions have $633K invested in Invesco Balanced Multi-Asset Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
20% less capital invested
Capital invested by funds: $794K → $633K (-$161K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$55.3K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$34.8K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $274K | -$270K | -19,592 | -50% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $182K | +$34.8K | +2,527 | +24% |
|
|
SMFS
3
Squar Milner Financial Services
Irvine,
California
| $121K | – | – | – |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $56K | +$55.3K | +4,009 | New |
|
|
5
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | New |
|
PSMB Hedge Fund Activity: Q2 2019 in Review
5 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q2 2019, worth a combined $633K — down 20% from $794K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMB positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $55.3K. The largest seller was Susquehanna International Group, cutting an estimated $270K.
- 5 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q2 2019, up from 3 in Q1 2019.
- Funds reported $633K of Invesco Balanced Multi-Asset Allocation ETF stock for Q2 2019, down 20% quarter-over-quarter.
- 2 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q2 2019 and 0 closed out, a net change of +2 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q2 2019 was Geneos Wealth Management, an estimated $55.3K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q2 2019 was Susquehanna International Group, an estimated $270K sold.
Based on aggregated 13F filings for Q2 2019.