Invesco Balanced Multi-Asset Allocation ETF
PSMB
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.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
58% more funds holding
Funds holding: 12 → 19 (+7)
34% more capital invested
Capital invested by funds: $9.88M → $13.3M (+$3.4M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.67M |
| 2 |
DWM
Denver Wealth Management
Denver,
Colorado
|
+$1.41M |
| 3 |
EH
Equitable Holdings
New York
|
+$517K |
| 4 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$405K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$5.95M |
| 2 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$638K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$87 |
PSMB Hedge Fund Activity: Q4 2022 in Review
19 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q4 2022, worth a combined $13.3M — up 34% from $9.88M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSMB positions and 1 closed out — a net gain of 8 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.67M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $5.95M.
- 19 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q4 2022, up from 12 in Q3 2022.
- Funds reported $13.3M of Invesco Balanced Multi-Asset Allocation ETF stock for Q4 2022, up 34% quarter-over-quarter.
- 9 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q4 2022 and 1 closed out, a net change of +8 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q4 2022 was LPL Financial, an estimated $5.67M added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q4 2022 was Sharkey, Howes & Javer, an estimated $5.95M sold.
Based on aggregated 13F filings for Q4 2022.