Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
12 hedge funds and large institutions have $1.24M invested in Invesco Growth Multi-Asset Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
8% more capital invested
Capital invested by funds: $1.15M → $1.24M (+$96K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$17.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$16.4K |
| 3 |
EH
Equitable Holdings
New York
|
+$15.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$36.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
1
Equitable Holdings
New York
| $703K | +$15.4K | +906 | +2% |
|
|
2
LPL Financial
San Diego,
California
| $237K | -$36.6K | -2,162 | -14% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $203K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $43K | – | – | – |
|
|
HFA
5
Hoover Financial Advisors
Malvern,
Pennsylvania
| $18K | +$17.5K | +1,032 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $17K | +$16.4K | +966 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $11K | +$10.3K | +610 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
|
HFS
9
Horizon Financial Services
Winston Salem,
North Carolina
| $4K | – | – | – |
|
|
CIAS
10
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | – | – | – |
|
PSMG Hedge Fund Activity: Q1 2021 in Review
12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q1 2021, worth a combined $1.24M — up 8.4% from $1.15M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMG positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Hoover Financial Advisors, opening a new position worth an estimated $17.5K. The largest seller was LPL Financial, cutting an estimated $36.6K.
- 12 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q1 2021, up from 9 in Q4 2020.
- Funds reported $1.24M of Invesco Growth Multi-Asset Allocation ETF stock for Q1 2021, up 8.4% quarter-over-quarter.
- 3 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q1 2021 and 0 closed out, a net change of +3 holders.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q1 2021 was Hoover Financial Advisors, an estimated $17.5K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q1 2021 was LPL Financial, an estimated $36.6K sold.
Based on aggregated 13F filings for Q1 2021.