Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
12 hedge funds and large institutions have $1.09M invested in Invesco Balanced Multi-Asset Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
71% more funds holding
Funds holding: 7 → 12 (+5)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
40% more capital invested
Capital invested by funds: $778K → $1.09M (+$308K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$184K |
| 2 |
LPL Financial
San Diego,
California
|
+$46.3K |
| 3 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$16.3K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15.1K |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Horizon Financial Services
Winston Salem,
North Carolina
|
-$2.82K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$16 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $454K | +$46.3K | +2,955 | +12% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $252K | +$15.1K | +962 | +6% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $187K | +$184K | +11,771 | New |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $148K | – | – | – |
|
|
HFA
5
Hoover Financial Advisors
Malvern,
Pennsylvania
| $17K | +$16.3K | +1,041 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | +$470 | +30 | +4% |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $10K | +$10.3K | +660 | New |
|
|
HFS
8
Horizon Financial Services
Winston Salem,
North Carolina
| $2K | -$2.82K | -180 | -54% |
|
|
TCWM
9
Total Clarity Wealth Management
St. Charles,
Illinois
| $2K | +$2.27K | +145 | New |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $1.59K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$16 | -1 | -50% |
|
|
GRP
12
Global Retirement Partners
San Rafael,
California
| – | +$94 | +6 | New |
|
PSMB Hedge Fund Activity: Q1 2021 in Review
12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q1 2021, worth a combined $1.09M — up 40% from $778K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PSMB positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $184K. The largest seller was Horizon Financial Services, cutting an estimated $2.82K.
- 12 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $1.09M of Invesco Balanced Multi-Asset Allocation ETF stock for Q1 2021, up 40% quarter-over-quarter.
- 5 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q1 2021 and 0 closed out, a net change of +5 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q1 2021 was Old Mission Capital, an estimated $184K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q1 2021 was Horizon Financial Services, an estimated $2.82K sold.
Based on aggregated 13F filings for Q1 2021.