Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
6 hedge funds and large institutions have $2.61M invested in Invesco Conservative Multi-Asset Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
25% less funds holding
Funds holding: 8 → 6 (-2)
36% less capital invested
Capital invested by funds: $4.08M → $2.61M (-$1.48M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$294K |
| 2 |
LPL Financial
San Diego,
California
|
+$155K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$734K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$270K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$29.8K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$16.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.68M | +$155K | +11,710 | +10% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $479K | +$294K | +22,208 | +166% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $357K | -$16.9K | -1,275 | -5% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $52K | -$29.8K | -2,250 | -36% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $35K | +$34.4K | +2,600 | New |
|
|
WWM
6
Western Wealth Management
Golden,
Colorado
| – | -$1M | -77,848 | Closed |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$734K | -56,861 | Closed |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$270K | -20,897 | Closed |
|
PSMC Hedge Fund Activity: Q4 2020 in Review
6 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q4 2020, worth a combined $2.61M — down 36% from $4.08M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMC and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $294K. The largest seller was Western Wealth Management, exiting entirely with an estimated $1M sold.
- 6 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q4 2020, down from 8 in Q3 2020.
- Funds reported $2.61M of Invesco Conservative Multi-Asset Allocation ETF stock for Q4 2020, down 36% quarter-over-quarter.
- 1 fund opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q4 2020 and 3 closed out, a net change of -2 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $294K added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q4 2020 was Western Wealth Management, an estimated $1M sold.
Based on aggregated 13F filings for Q4 2020.