Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
12 hedge funds and large institutions have $9.9M 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.
715% more capital inflows, than outflows
Capital inflows: $7.61M | Capital outflows: $934K
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
14.67% more ownership
Funds ownership: 13.94% → 28.61% (+15%)
25% less funds holding
Funds holding: 16 → 12 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sharkey, Howes & Javer
Denver,
Colorado
|
+$6.67M |
| 2 |
PCG Wealth Advisors
Overland Park,
Kansas
|
+$644K |
| 3 |
LPL Financial
San Diego,
California
|
+$129K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$81.3K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$30.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Equitable Holdings
New York
|
-$396K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$372K |
| 3 |
Geneos Wealth Management
Englewood,
Colorado
|
-$136K |
| 4 |
ACG Wealth
Atlanta,
Georgia
|
-$22K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.44K |
PSMB Hedge Fund Activity: Q3 2022 in Review
12 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q3 2022, worth a combined $9.9M — up 148% from $3.98M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PSMB and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 7 added.
The largest buyer was Sharkey, Howes & Javer, opening a new position worth an estimated $6.67M. The largest seller was Equitable Holdings, exiting entirely with an estimated $396K sold.
- 12 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q3 2022, down from 16 in Q2 2022.
- Funds reported $9.9M of Invesco Balanced Multi-Asset Allocation ETF stock for Q3 2022, up 148% quarter-over-quarter.
- 1 fund opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q3 2022 and 5 closed out, a net change of -4 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q3 2022 was Sharkey, Howes & Javer, an estimated $6.67M added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q3 2022 was Equitable Holdings, an estimated $396K sold.
Based on aggregated 13F filings for Q3 2022.