Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
6 hedge funds and large institutions have $1.14M invested in Invesco Conservative Multi-Asset Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
14% less funds holding
Funds holding: 7 → 6 (-1)
27% less capital invested
Capital invested by funds: $1.56M → $1.14M (-$422K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$299K |
| 2 |
LPL Financial
San Diego,
California
|
+$274K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$48.8K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$33.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$576K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$451K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$32.1K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
1
Bay Colony Advisors
Concord,
Massachusetts
| $297K | +$299K | +22,884 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $290K | -$451K | -34,529 | -60% |
|
|
3
LPL Financial
San Diego,
California
| $270K | +$274K | +21,000 | New |
|
|
DWM
4
Darwin Wealth Management
Tampa,
Florida
| $215K | +$48.8K | +3,741 | +29% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $69K | +$33.3K | +2,550 | +89% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$576K | -44,293 | Closed |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| – | -$32.1K | -2,461 | Closed |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| – | -$6K | -490 | Closed |
|
PSMC Hedge Fund Activity: Q4 2019 in Review
6 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q4 2019, worth a combined $1.14M — down 27% from $1.56M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMC and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Bay Colony Advisors, opening a new position worth an estimated $299K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $576K sold.
- 6 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q4 2019, down from 7 in Q3 2019.
- Funds reported $1.14M of Invesco Conservative Multi-Asset Allocation ETF stock for Q4 2019, down 27% quarter-over-quarter.
- 2 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q4 2019 and 3 closed out, a net change of -1 holder.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q4 2019 was Bay Colony Advisors, an estimated $299K added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q4 2019 was Susquehanna International Group, an estimated $576K sold.
Based on aggregated 13F filings for Q4 2019.