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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 $1.64M invested in Invesco Balanced Multi-Asset Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more capital invested

Capital invested by funds: $1.09M → $1.64M (+$557K)

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$254K
2
LPL Financial
LPL Financial
California
+$195K
3
HI
Harbour Investments
Wisconsin
+$74.1K
4
Osaic Holdings
Osaic Holdings
Arizona
+$62.4K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$60.9K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$187K
2
TCWM
Total Clarity Wealth Management
Illinois
-$2K
3
Wells Fargo
Wells Fargo
California
-$16
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$671K +$195K +11,899 +42%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$298K +$34.8K +2,128 +13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$258K +$254K +15,554 New
GWM
4
Geneos Wealth Management
Colorado
$151K – – –
HI
5
Harbour Investments
Wisconsin
$86K +$74.1K +4,535 +687%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$74K +$60.9K +3,723 +509%
Osaic Holdings
7
Osaic Holdings
Arizona
$63K +$62.4K +3,814 New
HFA
8
Hoover Financial Advisors
Pennsylvania
$28K +$10.7K +655 +63%
IWP
9
IAG Wealth Partners
Wisconsin
$8K +$7.21K +441 New
HFS
10
Horizon Financial Services
North Carolina
$3K – – –
APA
11
American Portfolios Advisors
New York
$1.66K – – –
GRP
12
Global Retirement Partners
California
$1K +$1.21K +74 +1,233%
OMC
13
Old Mission Capital
Illinois
– -$187K -11,771 Closed
TCWM
14
Total Clarity Wealth Management
Illinois
– -$2K -145 Closed
Wells Fargo
15
Wells Fargo
California
– -$16 -1 Closed

PSMB Hedge Fund Activity: Q2 2021 in Review

12 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q2 2021, worth a combined $1.64M — up 51% from $1.09M a quarter earlier.

Fund positioning in PSMB was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $254K. The largest seller was Old Mission Capital, exiting entirely with an estimated $187K sold.

  • 12 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.64M of Invesco Balanced Multi-Asset Allocation ETF stock for Q2 2021, up 51% quarter-over-quarter.
  • 3 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $254K added.
  • The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q2 2021 was Old Mission Capital, an estimated $187K sold.

Based on aggregated 13F filings for Q2 2021.