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PSMB

Invesco Balanced Multi-Asset Allocation ETF
PSMB

Delisted

PSMB was delisted on the 23rd of June, 2023.

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12 hedge funds and large institutions have $2.44M invested in Invesco Balanced Multi-Asset Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more capital invested

Capital invested by funds: $727K → $2.44M (+$1.71M)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

33% more funds holding

Funds holding: 9 → 12 (+3)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.29M
2
Citadel Advisors
Citadel Advisors
Florida
+$244K
3
LPL Financial
LPL Financial
California
+$90.5K
4
UBS Group
UBS Group
Switzerland
+$33.1K
5
GWM
Geneos Wealth Management
Colorado
+$15.8K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$16K
2
CAN
Cetera Advisor Networks
California
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.28M +$1.29M +93,656 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$298K +$12.1K +883 +4%
LPL Financial
3
LPL Financial
California
$247K +$90.5K +6,592 +58%
Citadel Advisors
4
Citadel Advisors
Florida
$243K +$244K +17,737 New
HFS
5
Howard Financial Services
Texas
$179K +$1.1K +80 +0.6%
GWM
6
Geneos Wealth Management
Colorado
$119K +$15.8K +1,150 +15%
UBS Group
7
UBS Group
Switzerland
$33K +$33.1K +2,412 New
HFS
8
Horizon Financial Services
North Carolina
$27K +$26.8K +1,949 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9K +$728 +53 +9%
APA
10
American Portfolios Advisors
New York
$1.37K – – –
Morgan Stanley
11
Morgan Stanley
New York
$1K +$618 +45 New
PAG
12
Private Advisor Group
New Jersey
– -$16K -1,218 Closed
CAN
13
Cetera Advisor Networks
California
– -$1K -100 Closed
Wells Fargo
14
Wells Fargo
California
– +$14 +1 +100%

PSMB Hedge Fund Activity: Q3 2020 in Review

12 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q3 2020, worth a combined $2.44M — up 235% from $727K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSMB positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.29M. The largest seller was Private Advisor Group, exiting entirely with an estimated $16K sold.

  • 12 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q3 2020, up from 9 in Q2 2020.
  • Funds reported $2.44M of Invesco Balanced Multi-Asset Allocation ETF stock for Q3 2020, up 235% quarter-over-quarter.
  • 5 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q3 2020 and 2 closed out, a net change of +3 holders.
  • The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $1.29M added.
  • The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q3 2020 was Private Advisor Group, an estimated $16K sold.

Based on aggregated 13F filings for Q3 2020.