Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
16 hedge funds and large institutions have $3.98M invested in Invesco Balanced Multi-Asset Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
18% less capital invested
Capital invested by funds: $4.83M → $3.98M (-$850K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
+$664K |
| 2 |
LPL Financial
San Diego,
California
|
+$114K |
| 3 |
EH
Equitable Holdings
New York
|
+$65.4K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$29.8K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$23.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$687K |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$286K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$273K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$87.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.6K |
PSMB Hedge Fund Activity: Q2 2022 in Review
16 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q2 2022, worth a combined $3.98M — down 18% from $4.83M a quarter earlier.
Fund positioning in PSMB was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was PCG Wealth Advisors, opening a new position worth an estimated $664K. The largest seller was GeoWealth Management, exiting entirely with an estimated $687K sold.
- 16 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $3.98M of Invesco Balanced Multi-Asset Allocation ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 3 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q2 2022 and 3 closed out, a net change of 0 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q2 2022 was PCG Wealth Advisors, an estimated $664K added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q2 2022 was GeoWealth Management, an estimated $687K sold.
Based on aggregated 13F filings for Q2 2022.