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PSMC

Invesco Conservative Multi-Asset Allocation ETF
PSMC

Delisted

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

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5 hedge funds and large institutions have $916K invested in Invesco Conservative Multi-Asset Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

25% more funds holding

Funds holding: 4 → 5 (+1)

90% less capital invested

Capital invested by funds: $9.27M → $916K (-$8.36M)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$860K
2
GWM
Geneos Wealth Management
Colorado
+$37.3K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$13K
4
Wells Fargo
Wells Fargo
California
+$13

Top Sellers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
-$8.69M
2
Creative Planning
Creative Planning
Kansas
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$861K +$860K +66,329 New
GWM
2
Geneos Wealth Management
Colorado
$37K +$37.3K +2,874 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$13K +$13K +1,000 New
AF
4
Advisornet Financial
Minnesota
$5K – – –
BFG
5
Barber Financial Group
Kansas
– -$8.69M -676,519 Closed
Creative Planning
6
Creative Planning
Kansas
– -$580K -45,159 Closed
Wells Fargo
7
Wells Fargo
California
– +$13 +1 New

PSMC Hedge Fund Activity: Q2 2019 in Review

5 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q2 2019, worth a combined $916K — down 90% from $9.27M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PSMC positions and 3 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $860K. The largest seller was Barber Financial Group, exiting entirely with an estimated $8.69M sold.

  • 5 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q2 2019, up from 4 in Q1 2019.
  • Funds reported $916K of Invesco Conservative Multi-Asset Allocation ETF stock for Q2 2019, down 90% quarter-over-quarter.
  • 4 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q2 2019 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q2 2019 was Citadel Advisors, an estimated $860K added.
  • The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q2 2019 was Barber Financial Group, an estimated $8.69M sold.

Based on aggregated 13F filings for Q2 2019.