Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
9 hedge funds and large institutions have $4.09M invested in Invesco Conservative Multi-Asset Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
94% more capital invested
Capital invested by funds: $2.1M → $4.09M (+$1.99M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$874K |
| 2 |
LPL Financial
San Diego,
California
|
+$851K |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$296K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$119K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$62.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$396K |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$43.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.19M | +$851K | +69,478 | +275% |
|
|
PAG
2
Private Advisor Group
Morristown,
New Jersey
| $899K | +$874K | +71,347 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $807K | +$119K | +9,703 | +18% |
|
|
4
Citadel Advisors
Miami,
Florida
| $597K | +$62.7K | +5,114 | +12% |
|
|
CFA
5
Camarda Financial Advisors
Fleming Island,
Florida
| $304K | +$296K | +24,162 | New |
|
|
DWM
6
Darwin Wealth Management
Tampa,
Florida
| $223K | -$43.6K | -3,555 | -17% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $67K | – | – | – |
|
|
8
Goldman Sachs
New York
| – | -$396K | -34,441 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$2.56K | -209 | -94% |
|
PSMC Hedge Fund Activity: Q2 2020 in Review
9 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q2 2020, worth a combined $4.09M — up 94% from $2.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMC positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $874K. The largest seller was Goldman Sachs, exiting entirely with an estimated $396K sold.
- 9 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q2 2020, up from 8 in Q1 2020.
- Funds reported $4.09M of Invesco Conservative Multi-Asset Allocation ETF stock for Q2 2020, up 94% quarter-over-quarter.
- 2 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q2 2020 and 1 closed out, a net change of +1 holder.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q2 2020 was Private Advisor Group, an estimated $874K added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q2 2020 was Goldman Sachs, an estimated $396K sold.
Based on aggregated 13F filings for Q2 2020.