Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
6 hedge funds and large institutions have $1.49M invested in Invesco Balanced Multi-Asset Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
135% more capital invested
Capital invested by funds: $633K → $1.49M (+$855K)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$431K |
| 2 |
Jane Street
New York
|
+$417K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$42.8K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$34.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$121K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $706K | +$431K | +30,697 | +157% |
|
|
2
Jane Street
New York
| $417K | +$417K | +29,726 | New |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $226K | +$42.8K | +3,054 | +23% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $90K | +$34.7K | +2,471 | +62% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $49K | +$49.5K | +3,532 | New |
|
|
SMFS
6
Squar Milner Financial Services
Irvine,
California
| – | -$121K | -8,643 | Closed |
|
PSMB Hedge Fund Activity: Q3 2019 in Review
6 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q3 2019, worth a combined $1.49M — up 135% from $633K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMB positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $431K. The largest seller was Squar Milner Financial Services, exiting entirely with an estimated $121K sold.
- 6 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q3 2019, up from 5 in Q2 2019.
- Funds reported $1.49M of Invesco Balanced Multi-Asset Allocation ETF stock for Q3 2019, up 135% quarter-over-quarter.
- 2 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q3 2019 and 1 closed out, a net change of +1 holder.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $431K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q3 2019 was Squar Milner Financial Services, an estimated $121K sold.
Based on aggregated 13F filings for Q3 2019.