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PSMG

Invesco Growth Multi-Asset Allocation ETF
PSMG

Delisted

PSMG was delisted on the 23rd of June, 2023.

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14 hedge funds and large institutions have $2.75M invested in Invesco Growth Multi-Asset Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 14 → 14 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

43% less capital invested

Capital invested by funds: $4.81M → $2.75M (-$2.06M)

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFS
Thoroughbred Financial Services
Tennessee
+$291K
2
TC
Trilogy Capital
California
+$203K
3
ODFS
O'Donnell Financial Services
California
+$201K
4
LPL Financial
LPL Financial
California
+$49.6K
5
EH
Equitable Holdings
New York
+$13.1K

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$1.65M
2
CAN
Cetera Advisor Networks
California
-$513K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$347K
4
MCC
Money Concepts Capital
Florida
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
1
Equitable Holdings
New York
$911K +$13.1K +760 +1%
LPL Financial
2
LPL Financial
California
$565K +$49.6K +2,885 +9%
TFS
3
Thoroughbred Financial Services
Tennessee
$273K +$291K +16,930 New
PAG
4
Private Advisor Group
New Jersey
$220K +$447 +26 +0.2%
GWM
5
Geneos Wealth Management
Colorado
$195K – – –
TC
6
Trilogy Capital
California
$190K +$203K +11,797 New
ODFS
7
O'Donnell Financial Services
California
$188K +$201K +11,705 New
Osaic Holdings
8
Osaic Holdings
Arizona
$170K +$11.1K +647 +7%
UBS Group
9
UBS Group
Switzerland
$13K +$5.69K +331 +69%
GRP
10
Global Retirement Partners
California
$12K +$2.52K +147 +24%
IA
11
IFP Advisors
Florida
$7K – – –
CIAS
12
Capital Investment Advisory Services
North Carolina
$2K – – –
HI
13
Harbour Investments
Wisconsin
$1K +$859 +50 New
GM
14
GeoWealth Management
Illinois
– -$1.65M -90,313 Closed
CAN
15
Cetera Advisor Networks
California
– -$513K -28,000 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$347K -18,939 Closed
MCC
17
Money Concepts Capital
Florida
– -$7K -400 Closed

PSMG Hedge Fund Activity: Q2 2022 in Review

14 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q2 2022, worth a combined $2.75M — down 43% from $4.81M a quarter earlier.

Fund positioning in PSMG was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 0 trimmed.

The largest buyer was Thoroughbred Financial Services, opening a new position worth an estimated $291K. The largest seller was GeoWealth Management, exiting entirely with an estimated $1.65M sold.

  • 14 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.75M of Invesco Growth Multi-Asset Allocation ETF stock for Q2 2022, down 43% quarter-over-quarter.
  • 4 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q2 2022 was Thoroughbred Financial Services, an estimated $291K added.
  • The largest Invesco Growth Multi-Asset Allocation ETF seller in Q2 2022 was GeoWealth Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2022.