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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.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

58% more funds holding

Funds holding: 1219 (+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

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
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.05M +$5.67M +391,826 +428%
DWM
2
Denver Wealth Management
Colorado
$1.42M +$1.41M +97,587 New
Osaic Holdings
3
Osaic Holdings
Arizona
$639K +$357K +24,682 +129%
PWA
4
PCG Wealth Advisors
Kansas
$617K -$638K -44,095 -51%
SHJ
5
Sharkey, Howes & Javer
Colorado
$532K -$5.95M -410,812 -92%
EH
6
Equitable Holdings
New York
$518K +$517K +35,705 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$461K +$79.7K +5,503 +21%
KIG
8
Kowal Investment Group
Wisconsin
$409K +$405K +28,010 New
WA
9
Waverly Advisors
Alabama
$299K +$297K +20,505 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$291K +$289K +19,949 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$267K -$87 -6 -0%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$194K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$178K +$177K +12,215 New
BCM
14
Brookstone Capital Management
Illinois
$158K +$154K +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 +$7.51K +519 +40%
ASN
18
Advisory Services Network
Georgia
$7.34K +$7.28K +503 New
Wells Fargo
19
Wells Fargo
California
$15 +$14 +1 New
UBS Group
20
UBS Group
Switzerland
-$9K -630 Closed