PSMB

Invesco Balanced Multi-Asset Allocation ETF
PSMB

Overview Fund Activity
Delisted

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

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12 hedge funds and large institutions have $9.88M invested in Invesco Balanced Multi-Asset Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
-4
Holders Change %
-25%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHJ
1
Sharkey, Howes & Javer
Colorado
$6.15M
2
PWA
2
PCG Wealth Advisors
Kansas
$1.19M
3
LPL Financial
3
LPL Financial
California
$1.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$262K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$251K

Top Sellers

1
EH
1
Equitable Holdings
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
GWM
3
Geneos Wealth Management
Colorado
$142K
4
AW
4
ACG Wealth
Georgia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$57K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
1
Sharkey, Howes & Javer
Colorado
$6.15M +$6.15M +447,253 New
LPL Financial
2
LPL Financial
California
$1.26M +$119K +8,680 +10%
PWA
3
PCG Wealth Advisors
Kansas
$1.19M +$593K +43,181 +100%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$359K +$26.7K +1,943 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$262K +$74.8K +5,452 +40%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$251K +$27.9K +2,032 +12%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$194K +$22.3K +1,498 +13%
GWM
8
Geneos Wealth Management
Colorado
$142K -$125K -9,100 -47%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$57K -$5.94K -432 -9%
GRP
10
Global Retirement Partners
California
$18K +$4.94K +354 +38%
UBS Group
11
UBS Group
Switzerland
$9K -$243 -17 -3%
APA
12
American Portfolios Advisors
New York
$1.37K – – –
EH
13
Equitable Holdings
New York
– -$396K -27,280 Closed
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
– -$372K -25,598 Closed
AW
15
ACG Wealth
Georgia
– -$22K -1,539 Closed
TCWM
16
Total Clarity Wealth Management
Illinois
– -$2K -145 Closed