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PSMC

Invesco Conservative Multi-Asset Allocation ETF

Delisted

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

8 hedge funds and large institutions have $2.1M invested in Invesco Conservative Multi-Asset Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

84% more capital invested

Capital invested by funds: $1.14M → $2.1M (+$963K)

33% more funds holding

Funds holding: 68 (+2)

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$624K +$678K +54,309 New
Citadel Advisors
2
Citadel Advisors
Florida
$486K +$246K +19,668 +87%
Goldman Sachs
3
Goldman Sachs
New York
$396K +$430K +34,441 New
LPL Financial
4
LPL Financial
California
$290K +$52.9K +4,236 +20%
DWM
5
Darwin Wealth Management
Florida
$244K +$56.7K +4,539 +27%
GWM
6
Geneos Wealth Management
Colorado
$61K
UBS Group
7
UBS Group
Switzerland
$3K +$2.77K +222 New
BCA
8
Bay Colony Advisors
Massachusetts
-$297K -22,884 Closed

PSMC Hedge Fund Activity: Q1 2020 in Review

8 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q1 2020, worth a combined $2.1M — up 84% from $1.14M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PSMC positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $678K. The largest seller was Bay Colony Advisors, exiting entirely with an estimated $297K sold.

  • 8 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q1 2020, up from 6 in Q4 2019.
  • Funds reported $2.1M of Invesco Conservative Multi-Asset Allocation ETF stock for Q1 2020, up 84% quarter-over-quarter.
  • 3 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q1 2020 and 1 closed out, a net change of +2 holders.
  • The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $678K added.
  • The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q1 2020 was Bay Colony Advisors, an estimated $297K sold.

Based on aggregated 13F filings for Q1 2020.