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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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16 hedge funds and large institutions have $4.83M invested in Invesco Balanced Multi-Asset Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

73% more capital invested

Capital invested by funds: $2.8M → $4.83M (+$2.03M)

23% more funds holding

Funds holding: 13 → 16 (+3)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$691K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$513K
3
CAN
Cetera Advisor Networks
California
+$274K
4
LPL Financial
LPL Financial
California
+$179K
5
GWM
Geneos Wealth Management
Colorado
+$149K

Top Sellers

1
CWA
Clearview Wealth Advisors
Oregon
-$32K
2
TCWM
Total Clarity Wealth Management
Illinois
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.23M +$179K +10,881 +17%
GM
2
GeoWealth Management
Illinois
$687K +$691K +42,084 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$511K +$513K +31,261 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$379K +$2.56K +156 +0.7%
EH
5
Equitable Holdings
New York
$376K +$9.85K +600 +3%
GWM
6
Geneos Wealth Management
Colorado
$286K +$149K +9,100 +108%
SOS
7
Silver Oak Securities
Tennessee
$286K +$291K +17,750 New
CAN
8
Cetera Advisor Networks
California
$273K +$274K +16,710 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$272K +$13.8K +839 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$234K +$61.8K +3,766 +36%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$197K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$73K – – –
GRP
13
Global Retirement Partners
California
$13K +$14.1K +859 New
UBS Group
14
UBS Group
Switzerland
$11K +$9.36K +570 +523%
APA
15
American Portfolios Advisors
New York
$1.63K – – –
CWA
16
Clearview Wealth Advisors
Oregon
– -$32K -1,864 Closed
TCWM
17
Total Clarity Wealth Management
Illinois
– -$2K -145 Closed