Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
8 hedge funds and large institutions have $3.65M invested in Invesco Conservative Multi-Asset Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $3.79M → $3.65M (-$143K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$80.5K |
| 2 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$26K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$697 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$215K |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$83.5K |
| 3 |
LPL Financial
San Diego,
California
|
-$41.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.21M | -$41.1K | -3,010 | -2% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $901K | +$80.5K | +5,891 | +10% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $418K | -$83.5K | -6,109 | -17% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $54K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
|
HWMA
6
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $26K | +$26K | +1,900 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $2K | +$697 | +51 | +68% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$215K | -15,990 | Closed |
|
PSMC Hedge Fund Activity: Q2 2021 in Review
8 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q2 2021, worth a combined $3.65M — down 3.8% from $3.79M a quarter earlier.
Fund positioning in PSMC was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $80.5K. The largest seller was Old Mission Capital, exiting entirely with an estimated $215K sold.
- 8 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $3.65M of Invesco Conservative Multi-Asset Allocation ETF stock for Q2 2021, down 3.8% quarter-over-quarter.
- 1 fund opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q2 2021 and 1 closed out, a net change of 0 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q2 2021 was Cambridge Investment Research Advisors, an estimated $80.5K added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q2 2021 was Old Mission Capital, an estimated $215K sold.
Based on aggregated 13F filings for Q2 2021.