Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
9 hedge funds and large institutions have $1.02M invested in Invesco Growth Multi-Asset Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
18% less funds holding
Funds holding: 11 → 9 (-2)
20% less capital invested
Capital invested by funds: $1.27M → $1.02M (-$252K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$31.7K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$44 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$44 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$619K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$256K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
1
Equitable Holdings
New York
| $579K | +$571K | +38,571 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $315K | -$619K | -41,808 | -67% |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $72K | +$31.7K | +2,143 | +81% |
|
4
Morgan Stanley
New York
| $30K | – | – | – |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $13K | – | – | – |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | – | – | – |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $4K | +$44 | +3 | +1% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$256K | -17,632 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$11K | -789 | Closed |
|
|
WAP
10
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$2K | -160 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$44 | +3 | +300% |
|
PSMG Hedge Fund Activity: Q4 2019 in Review
9 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q4 2019, worth a combined $1.02M — down 20% from $1.27M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMG and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Advisor Group, adding an estimated $31.7K. The largest seller was Citadel Advisors, cutting an estimated $619K.
- 9 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q4 2019, down from 11 in Q3 2019.
- Funds reported $1.02M of Invesco Growth Multi-Asset Allocation ETF stock for Q4 2019, down 20% quarter-over-quarter.
- 1 fund opened new Invesco Growth Multi-Asset Allocation ETF positions in Q4 2019 and 3 closed out, a net change of -2 holders.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q4 2019 was Advisor Group, an estimated $31.7K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q4 2019 was Citadel Advisors, an estimated $619K sold.
Based on aggregated 13F filings for Q4 2019.