Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
10 hedge funds and large institutions have $1.05M invested in Invesco Balanced Multi-Asset Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $936K → $1.05M (+$110K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$276K |
| 2 |
HFS
Howard Financial Services
Dallas,
Texas
|
+$173K |
| 3 |
LPL Financial
San Diego,
California
|
+$153K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$21.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$235K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$47.3K |
| 3 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$22.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.8K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $378K | +$276K | +20,577 | +173% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $232K | +$21.5K | +1,605 | +9% |
|
|
HFS
3
Howard Financial Services
Dallas,
Texas
| $150K | +$173K | +12,918 | New |
|
|
4
LPL Financial
San Diego,
California
| $133K | +$153K | +11,447 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $74K | – | – | – |
|
|
SMFS
6
Squar Milner Financial Services
Irvine,
California
| $61K | -$22.8K | -1,699 | -24% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | +$15.1K | +1,125 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $4K | -$14.8K | -1,105 | -75% |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $1.16K | +$1.34K | +100 | New |
|
|
WEPOG
10
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| – | -$235K | -16,790 | Closed |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| – | -$47.3K | -3,532 | Closed |
|
|
TCWM
12
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$2K | -145 | Closed |
|
PSMB Hedge Fund Activity: Q1 2020 in Review
10 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q1 2020, worth a combined $1.05M — up 12% from $936K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSMB positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $276K. The largest seller was Wealth Enhancement & Preservation of GA, exiting entirely with an estimated $235K sold.
- 10 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $1.05M of Invesco Balanced Multi-Asset Allocation ETF stock for Q1 2020, up 12% quarter-over-quarter.
- 4 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q1 2020 and 3 closed out, a net change of +1 holder.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $276K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q1 2020 was Wealth Enhancement & Preservation of GA, an estimated $235K sold.
Based on aggregated 13F filings for Q1 2020.