Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
10 hedge funds and large institutions have $936K invested in Invesco Balanced Multi-Asset Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
37% less capital invested
Capital invested by funds: $1.49M → $936K (-$552K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
+$99.6K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$32K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$21K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$547K |
| 2 |
Jane Street
New York
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $258K | +$32K | +2,249 | +14% |
|
|
WEPOG
2
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $235K | +$239K | +16,790 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $167K | -$547K | -38,386 | -76% |
|
|
SMFS
4
Squar Milner Financial Services
Irvine,
California
| $98K | +$99.6K | +6,995 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $91K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $50K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $21K | +$21K | +1,475 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $14K | +$14.2K | +1,000 | New |
|
|
TCWM
9
Total Clarity Wealth Management
St. Charles,
Illinois
| $2K | +$2.06K | +145 | New |
|
|
10
Jane Street
New York
| – | -$417K | -29,726 | Closed |
|
PSMB Hedge Fund Activity: Q4 2019 in Review
10 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q4 2019, worth a combined $936K — down 37% from $1.49M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PSMB positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Squar Milner Financial Services, opening a new position worth an estimated $99.6K. The largest seller was Susquehanna International Group, cutting an estimated $547K.
- 10 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q4 2019, up from 6 in Q3 2019.
- Funds reported $936K of Invesco Balanced Multi-Asset Allocation ETF stock for Q4 2019, down 37% quarter-over-quarter.
- 5 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q4 2019 was Squar Milner Financial Services, an estimated $99.6K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q4 2019 was Susquehanna International Group, an estimated $547K sold.
Based on aggregated 13F filings for Q4 2019.