Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
13 hedge funds and large institutions have $2.9M invested in Invesco Growth Multi-Asset Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
107% more capital invested
Capital invested by funds: $1.4M → $2.9M (+$1.5M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$426K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$263K |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$238K |
| 4 |
EH
Equitable Holdings
New York
|
+$60.6K |
| 5 |
LPL Financial
San Diego,
California
|
+$58.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3K |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
1
Equitable Holdings
New York
| $922K | +$60.6K | +3,283 | +7% |
|
|
CG
2
Colony Group
Boston,
Massachusetts
| $722K | +$238K | +12,930 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $418K | +$426K | +23,082 | New |
|
|
4
LPL Financial
San Diego,
California
| $297K | +$58.8K | +3,190 | +24% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $259K | +$263K | +14,263 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $218K | +$10.1K | +550 | +5% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $30K | -$1.75K | -95 | -6% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $11K | – | – | – |
|
|
EIP
9
Ellis Investment Partners
Berwyn,
Pennsylvania
| $9K | +$37 | +2 | +0.4% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $7K | +$55 | +3 | +0.9% |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $5K | +$2.95K | +160 | +158% |
|
|
CIAS
12
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$3K | -154 | Closed |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$3K | -151 | Closed |
|
14
Wells Fargo
San Francisco,
California
| – | +$18 | +1 | New |
|
PSMG Hedge Fund Activity: Q3 2021 in Review
13 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q3 2021, worth a combined $2.9M — up 107% from $1.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSMG positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $426K. The largest seller was Bank of America, exiting entirely with an estimated $3K sold.
- 13 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q3 2021, up from 12 in Q2 2021.
- Funds reported $2.9M of Invesco Growth Multi-Asset Allocation ETF stock for Q3 2021, up 107% quarter-over-quarter.
- 4 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q3 2021 and 2 closed out, a net change of +2 holders.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q3 2021 was Old Mission Capital, an estimated $426K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q3 2021 was Bank of America, an estimated $3K sold.
Based on aggregated 13F filings for Q3 2021.