Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
8 hedge funds and large institutions have $3.73M invested in Invesco Conservative Multi-Asset Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $3.65M → $3.73M (+$87K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$69.9K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$40.1K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.39K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$18.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.28M | +$69.9K | +5,035 | +3% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $903K | +$3.39K | +244 | +0.4% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $399K | -$18.7K | -1,344 | -4% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $54K | – | – | – |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $40K | +$40.1K | +2,889 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
|
HWMA
7
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $26K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$2K | -126 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | +100% |
|
PSMC Hedge Fund Activity: Q3 2021 in Review
8 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q3 2021, worth a combined $3.73M — up 2.4% from $3.65M a quarter earlier.
Fund positioning in PSMC was balanced in Q3 2021: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $69.9K. The largest seller was Camarda Financial Advisors, cutting an estimated $18.7K.
- 8 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $3.73M of Invesco Conservative Multi-Asset Allocation ETF stock for Q3 2021, up 2.4% quarter-over-quarter.
- 1 fund opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q3 2021 and 1 closed out, a net change of 0 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q3 2021 was LPL Financial, an estimated $69.9K added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q3 2021 was Camarda Financial Advisors, an estimated $18.7K sold.
Based on aggregated 13F filings for Q3 2021.