PSMC

Invesco Conservative Multi-Asset Allocation ETF

Delisted

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.

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$3.28M 275,678 +275,678 New
LPL Financial
2
LPL Financial
California
$926K 77,862 -19,923 -20%
PA
3
PFG Advisors
Arizona
$723K 60,842 +46,479 +324%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$647K 54,399 -2,296 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$270K 22,676 -707 -3%
CFA
6
Camarda Financial Advisors
Florida
$222K 18,653 -305 -2%
GWM
7
Geneos Wealth Management
Colorado
$199K 16,756 -300 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$180K 15,111 +12,511 +481%
MFG
9
Merit Financial Group
Georgia
$170K 14,315 +14,315 New
WA
10
Waverly Advisors
Alabama
$159K 13,374 +13,374 New
CAN
11
Cetera Advisor Networks
California
$155K 13,000 +13,000 New
GM
12
GeoWealth Management
Illinois
$146K 12,268 +12,268 New
VF
13
VitalStone Financial
Texas
$146K 12,268 +12,268 New
HWMA
14
Heritage Wealth Management (Arizona)
Arizona
$45.2K 3,800 +1,900 +100%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$40.7K 3,343
UBS Group
16
UBS Group
Switzerland
$34.5K 2,899 +863 +42%
IA
17
IFP Advisors
Florida
$32K 2,461
HI
18
Harbour Investments
Wisconsin
$26.7K 2,248 +448 +25%
VWA
19
V Wealth Advisors
Kansas
-13,978 Closed
Wells Fargo
20
Wells Fargo
California
CFGS
21
Concourse Financial Group Securities
Alabama