Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
10 hedge funds and large institutions have $4.2M invested in Invesco Conservative Multi-Asset Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
12% more capital invested
Capital invested by funds: $3.73M → $4.2M (+$460K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$342K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$153K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.04K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$67.5K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$40K |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$32.9K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.23M | -$67.5K | -4,860 | -3% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $903K | -$7.83K | -564 | -0.9% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $370K | -$32.9K | -2,371 | -8% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $341K | +$342K | +24,624 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $207K | +$153K | +11,032 | +281% |
|
6
National Bank of Canada
Montreal,
Quebec, Canada
| $66K | +$66.4K | +4,782 | New |
|
|
CA
7
CoreCap Advisors
Southfield,
Michigan
| $42K | +$41.7K | +3,006 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $36K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1K | +$1.04K | +75 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| – | -$40K | -2,889 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | +50% |
|
PSMC Hedge Fund Activity: Q4 2021 in Review
10 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q4 2021, worth a combined $4.2M — up 12% from $3.73M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSMC positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $342K. The largest seller was LPL Financial, cutting an estimated $67.5K.
- 10 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q4 2021, up from 8 in Q3 2021.
- Funds reported $4.2M of Invesco Conservative Multi-Asset Allocation ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 4 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q4 2021 and 1 closed out, a net change of +3 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $342K added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q4 2021 was LPL Financial, an estimated $67.5K sold.
Based on aggregated 13F filings for Q4 2021.