Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
18 hedge funds and large institutions have $7.4M invested in Invesco Conservative Multi-Asset Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
149% more capital invested
Capital invested by funds: $2.98M → $7.4M (+$4.42M)
38% more funds holding
Funds holding: 13 → 18 (+5)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$3.27M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$552K |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$170K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$159K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$237K |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$162K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$27.3K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.39K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$3.62K |
PSMC Hedge Fund Activity: Q4 2022 in Review
18 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q4 2022, worth a combined $7.4M — up 149% from $2.98M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSMC positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $3.27M. The largest seller was LPL Financial, cutting an estimated $237K.
- 18 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $7.4M of Invesco Conservative Multi-Asset Allocation ETF stock for Q4 2022, up 149% quarter-over-quarter.
- 6 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q4 2022 was Trilogy Capital, an estimated $3.27M added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q4 2022 was LPL Financial, an estimated $237K sold.
Based on aggregated 13F filings for Q4 2022.