Invesco Balanced Multi-Asset Allocation ETF
PSMB
PSMB was delisted on the 23rd of June, 2023.
22 hedge funds and large institutions have $8.16M invested in Invesco Balanced Multi-Asset Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
16% more funds holding
Funds holding: 19 → 22 (+3)
39% less capital invested
Capital invested by funds: $13.3M → $8.16M (-$5.13M)
80% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
+$1.68M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$220K |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$169K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$56.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$28.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.93M |
| 2 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$617K |
| 3 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$532K |
| 4 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
-$409K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$307K |
PSMB Hedge Fund Activity: Q1 2023 in Review
22 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q1 2023, worth a combined $8.16M — down 39% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSMB positions and 6 closed out — a net gain of 3 holders — while 2 added to existing stakes and 10 trimmed.
The largest buyer was Retireful LLC, opening a new position worth an estimated $1.68M. The largest seller was LPL Financial, cutting an estimated $4.93M.
- 22 institutional investors held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q1 2023, up from 19 in Q4 2022.
- Funds reported $8.16M of Invesco Balanced Multi-Asset Allocation ETF stock for Q1 2023, down 39% quarter-over-quarter.
- 9 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q1 2023 and 6 closed out, a net change of +3 holders.
- The largest Invesco Balanced Multi-Asset Allocation ETF buyer in Q1 2023 was Retireful LLC, an estimated $1.68M added.
- The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q1 2023 was LPL Financial, an estimated $4.93M sold.
Based on aggregated 13F filings for Q1 2023.