PSMB

Invesco Balanced Multi-Asset Allocation ETF

Delisted

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

19 hedge funds and large institutions have $13.3M invested in Invesco Balanced Multi-Asset Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+7
Holders Change %
+58.33%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
4
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$7.05M +$5.72M +391,826 +428%
DWM
2
Denver Wealth Management
Colorado
$1.42M +$1.42M +97,587 New
Osaic Holdings
3
Osaic Holdings
Arizona
$639K +$360K +24,682 +129%
PWA
4
PCG Wealth Advisors
Kansas
$617K -$643K -44,095 -51%
SHJ
5
Sharkey, Howes & Javer
Colorado
$532K -$5.99M -410,812 -92%
EH
6
Equitable Holdings
New York
$518K +$518K +35,705 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$461K +$80.3K +5,503 +21%
KIG
8
Kowal Investment Group
Wisconsin
$409K +$409K +28,010 New
WA
9
Waverly Advisors
Alabama
$299K +$299K +20,505 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$291K +$291K +19,949 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$267K -$88 -6 -0%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$194K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$178K +$178K +12,215 New
BCM
14
Brookstone Capital Management
Illinois
$158K +$158K +10,633 New
GWM
15
Geneos Wealth Management
Colorado
$151K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$61K
GRP
17
Global Retirement Partners
California
$26.4K +$7.57K +519 +40%
ASN
18
Advisory Services Network
Georgia
$7.34K +$7.34K +503 New
Wells Fargo
19
Wells Fargo
California
$15 +$15 +1 New
UBS Group
20
UBS Group
Switzerland
-$9K -630 Closed