Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
8 hedge funds and large institutions have $4.08M invested in Invesco Conservative Multi-Asset Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% less capital invested
Capital invested by funds: $4.09M → $4.08M (-$6K)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.01M |
| 2 |
LPL Financial
San Diego,
California
|
+$241K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$173K |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$46.7K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$9.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$899K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$343K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$223K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$92.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.46M | +$241K | +18,673 | +20% |
|
|
WWM
2
Western Wealth Management
Golden,
Colorado
| $1M | +$1.01M | +77,848 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $734K | -$92.4K | -7,151 | -11% |
|
|
CFA
4
Camarda Financial Advisors
Fleming Island,
Florida
| $359K | +$46.7K | +3,615 | +15% |
|
|
5
Citadel Advisors
Miami,
Florida
| $270K | -$343K | -26,496 | -56% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $173K | +$173K | +13,386 | New |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $79K | +$9.7K | +750 | +14% |
|
|
PAG
8
Private Advisor Group
Morristown,
New Jersey
| – | -$899K | -71,347 | Closed |
|
|
DWM
9
Darwin Wealth Management
Tampa,
Florida
| – | -$223K | -17,716 | Closed |
|
PSMC Hedge Fund Activity: Q3 2020 in Review
8 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q3 2020, worth a combined $4.08M — down 0.15% from $4.09M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMC and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Western Wealth Management, opening a new position worth an estimated $1.01M. The largest seller was Private Advisor Group, exiting entirely with an estimated $899K sold.
- 8 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q3 2020, down from 9 in Q2 2020.
- Funds reported $4.08M of Invesco Conservative Multi-Asset Allocation ETF stock for Q3 2020, down 0.15% quarter-over-quarter.
- 2 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q3 2020 and 3 closed out, a net change of -1 holder.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q3 2020 was Western Wealth Management, an estimated $1.01M added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q3 2020 was Private Advisor Group, an estimated $899K sold.
Based on aggregated 13F filings for Q3 2020.