Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
12 hedge funds and large institutions have $1.4M invested in Invesco Growth Multi-Asset Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $1.24M → $1.4M (+$155K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$125K |
| 2 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
+$9.01K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.71K |
| 4 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$1.83K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.5K |
| 3 |
LPL Financial
San Diego,
California
|
-$8.43K |
| 4 |
HFS
Horizon Financial Services
Winston Salem,
North Carolina
|
-$4K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$54 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
1
Equitable Holdings
New York
| $865K | +$125K | +6,990 | +17% |
|
|
2
LPL Financial
San Diego,
California
| $240K | -$8.43K | -470 | -3% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $209K | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $31K | -$13.5K | -750 | -30% |
|
|
HFA
5
Hoover Financial Advisors
Malvern,
Pennsylvania
| $21K | +$1.83K | +102 | +10% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $11K | – | – | – |
|
|
EIP
7
Ellis Investment Partners
Berwyn,
Pennsylvania
| $9K | +$9.01K | +502 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $5K | +$54 | +3 | +1% |
|
|
CIAS
9
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | -$54 | -3 | -2% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $3K | +$2.71K | +151 | New |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $2K | +$1.81K | +101 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$17K | -966 | Closed |
|
|
HFS
13
Horizon Financial Services
Winston Salem,
North Carolina
| – | -$4K | -251 | Closed |
|
14
Wells Fargo
San Francisco,
California
| – | -$18 | -1 | Closed |
|
PSMG Hedge Fund Activity: Q2 2021 in Review
12 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q2 2021, worth a combined $1.4M — up 12% from $1.24M a quarter earlier.
Fund positioning in PSMG was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Equitable Holdings, adding an estimated $125K. The largest seller was UBS Group, exiting entirely with an estimated $17K sold.
- 12 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $1.4M of Invesco Growth Multi-Asset Allocation ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 3 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q2 2021 and 3 closed out, a net change of 0 holders.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q2 2021 was Equitable Holdings, an estimated $125K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q2 2021 was UBS Group, an estimated $17K sold.
Based on aggregated 13F filings for Q2 2021.