Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
7 hedge funds and large institutions have $778K invested in Invesco Balanced Multi-Asset Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
42% less funds holding
Funds holding: 12 → 7 (-5)
68% less capital invested
Capital invested by funds: $2.44M → $778K (-$1.66M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$110K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.79K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$493 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.28M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$243K |
| 3 |
HFS
Howard Financial Services
Dallas,
Texas
|
-$179K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$99.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $389K | +$110K | +7,609 | +42% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $226K | -$99.6K | -6,870 | -32% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $145K | +$3.79K | +261 | +3% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | +$493 | +34 | +5% |
|
|
HFS
5
Horizon Financial Services
Winston Salem,
North Carolina
| $5K | -$23.5K | -1,617 | -83% |
|
|
APA
6
American Portfolios Advisors
Holbrook,
New York
| $1.52K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.28M | -93,656 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$243K | -17,737 | Closed |
|
|
HFS
9
Howard Financial Services
Dallas,
Texas
| – | -$179K | -13,063 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$33K | -2,412 | Closed |
|
11
Morgan Stanley
New York
| – | -$1K | -45 | Closed |
|
PSMB Hedge Fund Activity: Q4 2020 in Review
7 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q4 2020, worth a combined $778K — down 68% from $2.44M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PSMB and 0 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $110K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.28M sold.
- 7 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q4 2020, down from 12 in Q3 2020.
- Funds reported $778K of Invesco Balanced Multi-Asset Allocation ETF stock for Q4 2020, down 68% quarter-over-quarter.
- 0 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q4 2020 and 5 closed out, a net change of -5 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q4 2020 was LPL Financial, an estimated $110K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2020.