Invesco Growth Multi-Asset Allocation ETF
PSMG
PSMG was delisted on the 23rd of June, 2023.
17 hedge funds and large institutions have $3.09M invested in Invesco Growth Multi-Asset Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
19% less funds holding
Funds holding: 21 → 17 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
75% less capital invested
Capital invested by funds: $12.2M → $3.09M (-$9.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$216K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$168K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$42.7K |
| 4 |
HAG
HF Advisory Group
Annapolis,
Maryland
|
+$29.7K |
| 5 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$17.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$6.88M |
| 2 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$1.15M |
| 3 |
LPL Financial
San Diego,
California
|
-$603K |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
-$385K |
| 5 |
EH
Equitable Holdings
New York
|
-$315K |
PSMG Hedge Fund Activity: Q1 2023 in Review
17 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Growth Multi-Asset Allocation ETF (PSMG) for Q1 2023, worth a combined $3.09M — down 75% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSMG and 4 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $216K. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $6.88M sold.
- 17 institutional investors held Invesco Growth Multi-Asset Allocation ETF (PSMG) as of Q1 2023, down from 21 in Q4 2022.
- Funds reported $3.09M of Invesco Growth Multi-Asset Allocation ETF stock for Q1 2023, down 75% quarter-over-quarter.
- 4 funds opened new Invesco Growth Multi-Asset Allocation ETF positions in Q1 2023 and 7 closed out, a net change of -3 holders.
- The largest Invesco Growth Multi-Asset Allocation ETF buyer in Q1 2023 was Integrated Wealth Concepts, an estimated $216K added.
- The largest Invesco Growth Multi-Asset Allocation ETF seller in Q1 2023 was Fort Washington Investment Advisors, an estimated $6.88M sold.
Based on aggregated 13F filings for Q1 2023.