Invesco Conservative Multi-Asset Allocation ETF
PSMC
PSMC was delisted on the 23rd of June, 2023.
13 hedge funds and large institutions have $3.63M invested in Invesco Conservative Multi-Asset Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 6 closing their positions.
28% less funds holding
Funds holding: 18 → 13 (-5)
51% less capital invested
Capital invested by funds: $7.4M → $3.63M (-$3.77M)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
86% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$643K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$61.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$644 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$3.28M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$723K |
| 3 |
LPL Financial
San Diego,
California
|
-$442K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$159K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$155K |
PSMC Hedge Fund Activity: Q1 2023 in Review
13 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Conservative Multi-Asset Allocation ETF (PSMC) for Q1 2023, worth a combined $3.63M — down 51% from $7.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PSMC and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 1 added.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $643K. The largest seller was Trilogy Capital, exiting entirely with an estimated $3.28M sold.
- 13 institutional investors held Invesco Conservative Multi-Asset Allocation ETF (PSMC) as of Q1 2023, down from 18 in Q4 2022.
- Funds reported $3.63M of Invesco Conservative Multi-Asset Allocation ETF stock for Q1 2023, down 51% quarter-over-quarter.
- 2 funds opened new Invesco Conservative Multi-Asset Allocation ETF positions in Q1 2023 and 6 closed out, a net change of -4 holders.
- The largest Invesco Conservative Multi-Asset Allocation ETF buyer in Q1 2023 was International Assets Investment Management, an estimated $643K added.
- The largest Invesco Conservative Multi-Asset Allocation ETF seller in Q1 2023 was Trilogy Capital, an estimated $3.28M sold.
Based on aggregated 13F filings for Q1 2023.