We are live on ! Find out more
PSMB

Invesco Balanced Multi-Asset Allocation ETF
PSMB

Delisted

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

Back to rankings

12 hedge funds and large institutions have $2.04M invested in Invesco Balanced Multi-Asset Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

24% more capital invested

Capital invested by funds: $1.64M → $2.04M (+$396K)

0% more funds holding

Funds holding: 12 → 12 (0)

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
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$180K
2
LPL Financial
LPL Financial
California
+$157K
3
HI
Harbour Investments
Wisconsin
+$55.3K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$34.2K
5
Osaic Holdings
Osaic Holdings
Arizona
+$17.6K

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$11.4K
2
IWP
IAG Wealth Partners
Wisconsin
-$8K
3
HFS
Horizon Financial Services
North Carolina
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$823K +$157K +9,348 +23%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$331K +$34.2K +2,042 +11%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$267K +$10.6K +633 +4%
EH
4
Equitable Holdings
New York
$177K +$180K +10,735 New
GWM
5
Geneos Wealth Management
Colorado
$140K -$11.4K -680 -7%
HI
6
Harbour Investments
Wisconsin
$140K +$55.3K +3,300 +64%
Osaic Holdings
7
Osaic Holdings
Arizona
$80K +$17.6K +1,049 +28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$74K – – –
GRP
9
Global Retirement Partners
California
$3K +$1.63K +97 +121%
TCWM
10
Total Clarity Wealth Management
Illinois
$2K +$2.43K +145 New
APA
11
American Portfolios Advisors
New York
$1.65K – – –
IWP
12
IAG Wealth Partners
Wisconsin
– -$8K -441 Closed
HFS
13
Horizon Financial Services
North Carolina
– -$3K -152 Closed
Wells Fargo
14
Wells Fargo
California
– +$17 +1 New

PSMB Hedge Fund Activity: Q3 2021 in Review

12 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q3 2021, worth a combined $2.04M — up 24% from $1.64M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PSMB positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $180K. The largest seller was Geneos Wealth Management, cutting an estimated $11.4K.

  • 12 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $2.04M of Invesco Balanced Multi-Asset Allocation ETF stock for Q3 2021, up 24% quarter-over-quarter.
  • 3 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q3 2021 and 2 closed out, a net change of +1 holder.
  • The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q3 2021 was Equitable Holdings, an estimated $180K added.
  • The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q3 2021 was Geneos Wealth Management, an estimated $11.4K sold.

Based on aggregated 13F filings for Q3 2021.