Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
9 hedge funds and large institutions have $1.15M invested in Invesco Growth Multi-Asset Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
18% less funds holding
Funds holding: 11 → 9 (-2)
48% less capital invested
Capital invested by funds: $2.23M → $1.15M (-$1.08M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.41K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$214 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$879K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$329K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$15.3K |
| 4 |
EH
Equitable Holdings
New York
|
-$10.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
1
Equitable Holdings
New York
| $642K | -$10.7K | -700 | -2% |
|
|
2
LPL Financial
San Diego,
California
| $256K | +$5.41K | +354 | +2% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $198K | -$15.3K | -1,000 | -8% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $40K | -$7.1K | -465 | -16% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $5K | +$214 | +14 | +5% |
|
|
HFS
6
Horizon Financial Services
Winston Salem,
North Carolina
| $4K | -$6.32K | -414 | -62% |
|
|
CIAS
7
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | – | – | – |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$879K | -62,014 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$329K | -23,172 | Closed |
|
PSMG Hedge Fund Activity: Q4 2020 in Review
9 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q4 2020, worth a combined $1.15M — down 48% from $2.23M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PSMG and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, adding an estimated $5.41K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $879K sold.
- 9 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q4 2020, down from 11 in Q3 2020.
- Funds reported $1.15M of Invesco Growth Multi-Asset Allocation ETF stock for Q4 2020, down 48% quarter-over-quarter.
- 0 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q4 2020 and 2 closed out, a net change of -2 holders.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q4 2020 was LPL Financial, an estimated $5.41K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q4 2020 was Susquehanna International Group, an estimated $879K sold.
Based on aggregated 13F filings for Q4 2020.