Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
8 hedge funds and large institutions have $3.79M invested in Invesco Conservative Multi-Asset Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.
45% more capital invested
Capital invested by funds: $2.61M → $3.79M (+$1.18M)
33% more funds holding
Funds holding: 6 → 8 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$520K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$323K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$215K |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$135K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.01K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.2M | +$520K | +38,592 | +31% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $800K | +$323K | +23,987 | +67% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $490K | +$135K | +10,014 | +38% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $215K | +$215K | +15,990 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $53K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $35K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $1K | +$1.01K | +75 | New |
|
PSMC Hedge Fund Activity: Q1 2021 in Review
8 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q1 2021, worth a combined $3.79M — up 45% from $2.61M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMC positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $520K.
- 8 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q1 2021, up from 6 in Q4 2020.
- Funds reported $3.79M of Invesco Conservative Multi-Asset Allocation ETF stock for Q1 2021, up 45% quarter-over-quarter.
- 2 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q1 2021 and 0 closed out, a net change of +2 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q1 2021 was LPL Financial, an estimated $520K added.
Based on aggregated 13F filings for Q1 2021.