Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$691K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$513K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$274K |
| 4 |
LPL Financial
San Diego,
California
|
+$179K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Clearview Wealth Advisors
Salem,
Oregon
|
-$32K |
| 2 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$2K |
PSMB Hedge Fund Activity: Q1 2022 in Review
16 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q1 2022, worth a combined $4.83M — up 73% from $2.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PSMB positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $691K. The largest seller was Clearview Wealth Advisors, exiting entirely with an estimated $32K sold.
- 16 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q1 2022, up from 13 in Q4 2021.
- Funds reported $4.83M of Invesco Balanced Multi-Asset Allocation ETF stock for Q1 2022, up 73% quarter-over-quarter.
- 5 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q1 2022 and 2 closed out, a net change of +3 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q1 2022 was GeoWealth Management, an estimated $691K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q1 2022 was Clearview Wealth Advisors, an estimated $32K sold.
Based on aggregated 13F filings for Q1 2022.