We are live on ! Find out more
PSMB

Invesco Balanced Multi-Asset Allocation ETF
PSMB

Delisted

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

Back to rankings

1 hedge funds and large institutions have $123K invested in Invesco Balanced Multi-Asset Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% less funds holding

Funds holding: 22 → 1 (-21)

98% less capital invested

Capital invested by funds: $8.16M → $123K (-$8.03M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 21

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-21
Holders Change %
-95.45%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.27M
2
RL
Retireful LLC
Michigan
-$1.67M
3
DWM
Denver Wealth Management
Colorado
-$1.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$476K
5
EH
Equitable Holdings
New York
-$382K

PSMB Hedge Fund Activity: Q2 2023 in Review

1 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Balanced Multi-Asset Allocation ETF (PSMB) for Q2 2023, worth a combined $123K — down 98% from $8.16M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PSMB and 0 opened new positions — a net loss of 21 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was LPL Financial, exiting entirely with an estimated $2.27M sold.

  • 1 institutional investor held Invesco Balanced Multi-Asset Allocation ETF (PSMB) as of Q2 2023, down from 22 in Q1 2023.
  • Funds reported $123K of Invesco Balanced Multi-Asset Allocation ETF stock for Q2 2023, down 98% quarter-over-quarter.
  • 0 funds opened new Invesco Balanced Multi-Asset Allocation ETF positions in Q2 2023 and 21 closed out, a net change of -21 holders.
  • The largest Invesco Balanced Multi-Asset Allocation ETF seller in Q2 2023 was LPL Financial, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2023.