Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
4 hedge funds and large institutions have $9.27M invested in Invesco Conservative Multi-Asset Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,840% more capital invested
Capital invested by funds: $478K → $9.27M (+$8.79M)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$8.55M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$570K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$5.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$234K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$234K |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFG
1
Barber Financial Group
Lenexa,
Kansas
| $8.69M | +$8.55M | +676,519 | New |
|
|
2
Creative Planning
Overland Park,
Kansas
| $580K | +$570K | +45,159 | New |
|
|
AF
3
Advisornet Financial
Minnetonka,
Minnesota
| $5K | +$5.05K | +400 | New |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| – | -$234K | -19,267 | Closed |
|
|
SS
5
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$234K | -19,267 | Closed |
|
|
MOS
6
MGO One Seven
Beachwood,
Ohio
| – | -$6K | -500 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$4.21K | -333 | -95% |
|
PSMC Hedge Fund Activity: Q1 2019 in Review
4 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q1 2019, worth a combined $9.27M — up 1,840% from $478K a quarter earlier.
Fund positioning in PSMC was balanced in Q1 2019: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $8.55M. The largest seller was AE Wealth Management, exiting entirely with an estimated $234K sold.
- 4 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $9.27M of Invesco Conservative Multi-Asset Allocation ETF stock for Q1 2019, up 1,840% quarter-over-quarter.
- 3 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q1 2019 and 3 closed out, a net change of 0 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q1 2019 was Barber Financial Group, an estimated $8.55M added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q1 2019 was AE Wealth Management, an estimated $234K sold.
Based on aggregated 13F filings for Q1 2019.