Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
5 hedge funds and large institutions have $1.21M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
5% less capital invested
Capital invested by funds: $1.27M → $1.21M (-$65K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$164K |
| 2 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$24.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$256K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
Darwin Wealth Management
Tampa,
Florida
| $871K | +$164K | +12,175 | +23% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $295K | -$256K | -19,055 | -47% |
|
|
LFG
3
LifePlan Financial Group
Dayton,
Ohio
| $25K | +$24.6K | +1,825 | New |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $18K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$25.3K | -1,877 | -99% |
|
PSMM Hedge Fund Activity: Q2 2019 in Review
5 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q2 2019, worth a combined $1.21M — down 5.1% from $1.27M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PSMM positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Darwin Wealth Management, adding an estimated $164K. The largest seller was Susquehanna International Group, cutting an estimated $256K.
- 5 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q2 2019, up from 4 in Q1 2019.
- Funds reported $1.21M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q2 2019, down 5.1% quarter-over-quarter.
- 1 fund opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q2 2019 and 0 closed out, a net change of +1 holder.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q2 2019 was Darwin Wealth Management, an estimated $164K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q2 2019 was Susquehanna International Group, an estimated $256K sold.
Based on aggregated 13F filings for Q2 2019.