Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
9 hedge funds and large institutions have $727K invested in Invesco Balanced Multi-Asset Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
10% less funds holding
Funds holding: 10 → 9 (-1)
30% less capital invested
Capital invested by funds: $1.05M → $727K (-$319K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$15.6K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$15.5K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.8K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.27K |
| 5 |
HFS
Howard Financial Services
Dallas,
Texas
|
+$826 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$378K |
| 2 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$61K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.48K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $277K | +$11.8K | +932 | +5% |
|
|
HFS
2
Howard Financial Services
Dallas,
Texas
| $172K | +$826 | +65 | +0.5% |
|
3
LPL Financial
San Diego,
California
| $152K | – | – | – |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $100K | +$15.6K | +1,229 | +19% |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $16K | +$15.5K | +1,218 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | -$6.48K | -510 | -45% |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $1.32K | – | – | – |
|
|
CAN
8
Cetera Advisor Networks
El Segundo,
California
| $1K | +$1.27K | +100 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$378K | -32,479 | Closed |
|
|
SMFS
10
Squar Milner Financial Services
Irvine,
California
| – | -$61K | -5,296 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$4K | -370 | Closed |
|
PSMB Hedge Fund Activity: Q2 2020 in Review
9 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q2 2020, worth a combined $727K — down 30% from $1.05M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMB and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Geneos Wealth Management, adding an estimated $15.6K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $378K sold.
- 9 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q2 2020, down from 10 in Q1 2020.
- Funds reported $727K of Invesco Balanced Multi-Asset Allocation ETF stock for Q2 2020, down 30% quarter-over-quarter.
- 2 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q2 2020 and 3 closed out, a net change of -1 holder.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q2 2020 was Geneos Wealth Management, an estimated $15.6K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q2 2020 was Susquehanna International Group, an estimated $378K sold.
Based on aggregated 13F filings for Q2 2020.