Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
11 hedge funds and large institutions have $2.23M invested in Invesco Growth Multi-Asset Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
7% less capital invested
Capital invested by funds: $2.39M → $2.23M (-$158K)
8% less funds holding
Funds holding: 12 → 11 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$164K |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$2.05K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$156 |
| 4 |
Rockefeller Capital Management
New York
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$346K |
| 2 |
Morgan Stanley
New York
|
-$27K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$23.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $879K | -$346K | -24,348 | -28% |
|
|
EH
2
Equitable Holdings
New York
| $572K | – | – | – |
|
|
3
Citadel Advisors
Miami,
Florida
| $329K | -$23.7K | -1,669 | -7% |
|
4
LPL Financial
San Diego,
California
| $220K | -$8.54K | -601 | -4% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $173K | +$164K | +11,552 | +1,299% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $41K | -$10.5K | -740 | -20% |
|
|
HFS
7
Horizon Financial Services
Winston Salem,
North Carolina
| $9K | +$9.45K | +665 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $4K | +$156 | +11 | +4% |
|
|
CIAS
9
Capital Investment Advisory Services
Raleigh,
North Carolina
| $2K | +$2.05K | +144 | +1,108% |
|
|
10
Morgan Stanley
New York
| – | -$27K | -2,000 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$10K | -723 | Closed |
|
|
PAG
12
Private Advisor Group
Morristown,
New Jersey
| – | -$7K | -530 | Closed |
|
|
13
Rockefeller Capital Management
New York
| – | +$14 | +1 | New |
|
PSMG Hedge Fund Activity: Q3 2020 in Review
11 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q3 2020, worth a combined $2.23M — down 6.6% from $2.39M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMG and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Geneos Wealth Management, adding an estimated $164K. The largest seller was Susquehanna International Group, cutting an estimated $346K.
- 11 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q3 2020, down from 12 in Q2 2020.
- Funds reported $2.23M of Invesco Growth Multi-Asset Allocation ETF stock for Q3 2020, down 6.6% quarter-over-quarter.
- 2 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q3 2020 and 3 closed out, a net change of -1 holder.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q3 2020 was Geneos Wealth Management, an estimated $164K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q3 2020 was Susquehanna International Group, an estimated $346K sold.
Based on aggregated 13F filings for Q3 2020.