Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
7 hedge funds and large institutions have $3.73M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
97% more capital invested
Capital invested by funds: $1.89M → $3.73M (+$1.84M)
40% more funds holding
Funds holding: 5 → 7 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.44M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$144K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$142K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$109K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$13.9K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.43M | +$1.44M | +104,032 | New |
|
|
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $1.2M | +$142K | +10,252 | +13% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $891K | +$109K | +7,857 | +14% |
|
|
4
UBS Group
Zurich,
Switzerland
| $143K | +$144K | +10,399 | New |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $32K | +$13.9K | +1,000 | +73% |
|
|
LFG
6
LifePlan Financial Group
Dayton,
Ohio
| $25K | – | – | – |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
PSMM Hedge Fund Activity: Q4 2019 in Review
7 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q4 2019, worth a combined $3.73M — up 97% from $1.89M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMM positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.44M.
- 7 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q4 2019, up from 5 in Q3 2019.
- Funds reported $3.73M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q4 2019, up 97% quarter-over-quarter.
- 2 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q4 2019 and 0 closed out, a net change of +2 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q4 2019 was Citadel Advisors, an estimated $1.44M added.
Based on aggregated 13F filings for Q4 2019.