Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
4 hedge funds and large institutions have $1.27M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
70% more capital invested
Capital invested by funds: $748K → $1.27M (+$526K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$675K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$24.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
Darwin Wealth Management
Tampa,
Florida
| $689K | +$675K | +51,815 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $542K | -$240K | -18,452 | -31% |
|
|
3
UBS Group
Zurich,
Switzerland
| $25K | +$24.8K | +1,901 | New |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $18K | – | – | – |
|
PSMM Hedge Fund Activity: Q1 2019 in Review
4 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q1 2019, worth a combined $1.27M — up 70% from $748K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMM positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Darwin Wealth Management, opening a new position worth an estimated $675K. The largest seller was Susquehanna International Group, cutting an estimated $240K.
- 4 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q1 2019, up from 2 in Q4 2018.
- Funds reported $1.27M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q1 2019, up 70% quarter-over-quarter.
- 2 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q1 2019 and 0 closed out, a net change of +2 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q1 2019 was Darwin Wealth Management, an estimated $675K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q1 2019 was Susquehanna International Group, an estimated $240K sold.
Based on aggregated 13F filings for Q1 2019.