Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
7 hedge funds and large institutions have $1.93M invested in Invesco Growth Multi-Asset Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 7 closing their positions.
34% less capital invested
Capital invested by funds: $2.9M → $1.93M (-$972K)
46% less funds holding
Funds holding: 13 → 7 (-6)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$194K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$95.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$42.5K |
| 4 |
EH
Equitable Holdings
New York
|
+$37.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$722K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$418K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$11K |
| 5 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
1
Equitable Holdings
New York
| $1.01M | +$37.5K | +1,989 | +4% |
|
|
2
LPL Financial
San Diego,
California
| $510K | +$194K | +10,300 | +63% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $229K | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $128K | +$95.8K | +5,087 | +312% |
|
|
5
UBS Group
Zurich,
Switzerland
| $43K | +$42.5K | +2,255 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$418K | -23,082 | Closed |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$259K | -14,263 | Closed |
|
|
CG
9
Colony Group
Boston,
Massachusetts
| – | -$722K | -12,930 | Closed |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| – | -$11K | -610 | Closed |
|
|
EIP
11
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$9K | -504 | Closed |
|
|
GRP
12
Global Retirement Partners
San Rafael,
California
| – | -$5K | -261 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | -$19 | -1 | Closed |
|
PSMG Hedge Fund Activity: Q4 2021 in Review
7 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q4 2021, worth a combined $1.93M — down 34% from $2.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSMG and 1 opened new positions — a net loss of 6 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $194K. The largest seller was Colony Group, exiting entirely with an estimated $722K sold.
- 7 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q4 2021, down from 13 in Q3 2021.
- Funds reported $1.93M of Invesco Growth Multi-Asset Allocation ETF stock for Q4 2021, down 34% quarter-over-quarter.
- 1 fund opened new Invesco Growth Multi-Asset Allocation ETF positions in Q4 2021 and 7 closed out, a net change of -6 holders.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q4 2021 was LPL Financial, an estimated $194K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q4 2021 was Colony Group, an estimated $722K sold.
Based on aggregated 13F filings for Q4 2021.