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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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13 hedge funds and large institutions have $2.8M invested in Invesco Balanced Multi-Asset Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $2.04M → $2.8M (+$761K)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more funds holding

Funds holding: 12 → 13 (+1)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$269K
2
LPL Financial
LPL Financial
California
+$250K
3
EH
Equitable Holdings
New York
+$199K
4
Osaic Holdings
Osaic Holdings
Arizona
+$97.1K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$51.5K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$267K
2
HI
Harbour Investments
Wisconsin
-$140K
3
GRP
Global Retirement Partners
California
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.11M +$250K +14,727 +30%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$396K +$51.5K +3,027 +15%
EH
3
Equitable Holdings
New York
$385K +$199K +11,695 +109%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$272K +$269K +15,833 New
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$197K +$196K +11,515 New
Osaic Holdings
6
Osaic Holdings
Arizona
$182K +$97.1K +5,714 +117%
GWM
7
Geneos Wealth Management
Colorado
$144K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$77K – – –
CWA
9
Clearview Wealth Advisors
Oregon
$32K +$31.7K +1,864 New
TCWM
10
Total Clarity Wealth Management
Illinois
$2K – – –
UBS Group
11
UBS Group
Switzerland
$2K +$1.85K +109 New
APA
12
American Portfolios Advisors
New York
$1.72K – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
– -$267K -16,187 Closed
HI
14
Harbour Investments
Wisconsin
– -$140K -8,495 Closed
GRP
15
Global Retirement Partners
California
– -$3K -177 Closed

PSMB Hedge Fund Activity: Q4 2021 in Review

13 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q4 2021, worth a combined $2.8M — up 37% from $2.04M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PSMB positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $269K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $267K sold.

  • 13 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q4 2021, up from 12 in Q3 2021.
  • Funds reported $2.8M of Invesco Balanced Multi-Asset Allocation ETF stock for Q4 2021, up 37% quarter-over-quarter.
  • 4 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q4 2021 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q4 2021 was Cetera Investment Advisers, an estimated $269K added.
  • The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q4 2021 was Susquehanna International Group, an estimated $267K sold.

Based on aggregated 13F filings for Q4 2021.