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PSMG

Invesco Growth Multi-Asset Allocation ETF

Delisted

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

21 hedge funds and large institutions have $12.2M invested in Invesco Growth Multi-Asset Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

237% more capital invested

Capital invested by funds: $3.63M → $12.2M (+$8.6M)

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

40% more funds holding

Funds holding: 1521 (+6)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
1
Fort Washington Investment Advisors
Ohio
$6.88M +$6.82M +422,000 New
VWA
2
V Wealth Advisors
Kansas
$1.15M +$648K +40,131 +132%
LPL Financial
3
LPL Financial
California
$1.07M +$161K +9,996 +18%
EH
4
Equitable Holdings
New York
$1.05M -$46.4K -2,875 -4%
TC
5
Trilogy Capital
California
$385K +$86.7K +5,369 +29%
HAG
6
HF Advisory Group
Maryland
$380K +$376K +23,298 New
WA
7
Waverly Advisors
Alabama
$302K +$299K +18,533 New
TFS
8
Thoroughbred Financial Services
Tennessee
$234K -$32.9K -2,037 -12%
Osaic Holdings
9
Osaic Holdings
Arizona
$228K +$116K +7,154 +104%
LWAC
10
Laurel Wealth Advisors (California)
California
$228K +$226K +14,007 New
GWM
11
Geneos Wealth Management
Colorado
$181K -$1.61K -100 -0.9%
ASN
12
Advisory Services Network
Georgia
$73.3K +$72.6K +4,496 New
GRP
13
Global Retirement Partners
California
$16.2K +$2.04K +126 +15%
AWM
14
Accurate Wealth Management
Florida
$10.2K +$9.85K +610 New
MCC
15
Money Concepts Capital
Florida
$8.82K +$8.74K +541 New
UBS Group
16
UBS Group
Switzerland
$5.51K +$5.46K +338 New
IA
17
IFP Advisors
Florida
$5K -$372 -23 -7%
CIAS
18
Capital Investment Advisory Services
North Carolina
$4.89K
HI
19
Harbour Investments
Wisconsin
$4.56K +$3.71K +230 +460%
MWM
20
Mascoma Wealth Management
New Hampshire
$241 +$194 +12 +400%
PAG
21
Private Advisor Group
New Jersey
$220 +$13K +805 +6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$291K -19,210 Closed
Wells Fargo
23
Wells Fargo
California
-$16 -1 Closed

PSMG Hedge Fund Activity: Q4 2022 in Review

21 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q4 2022, worth a combined $12.2M — up 237% from $3.63M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSMG positions and 2 closed out — a net gain of 6 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $6.82M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $291K sold.

  • 21 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q4 2022, up from 15 in Q3 2022.
  • Funds reported $12.2M of Invesco Growth Multi-Asset Allocation ETF stock for Q4 2022, up 237% quarter-over-quarter.
  • 8 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q4 2022 and 2 closed out, a net change of +6 holders.
  • The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q4 2022 was Fort Washington Investment Advisors, an estimated $6.82M added.
  • The largest Invesco Growth Multi-Asset Allocation ETF seller in Q4 2022 was Susquehanna International Group, an estimated $291K sold.

Based on aggregated 13F filings for Q4 2022.