Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
9 hedge funds and large institutions have $3.03M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
19% less capital invested
Capital invested by funds: $3.73M → $3.03M (-$696K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$204K |
| 2 |
LPL Financial
San Diego,
California
|
+$149K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$387K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$184K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$87.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
Darwin Wealth Management
Tampa,
Florida
| $1.13M | +$108K | +8,145 | +9% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.07M | -$184K | -13,922 | -13% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $421K | -$387K | -29,236 | -45% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $182K | +$204K | +15,384 | New |
|
|
5
LPL Financial
San Diego,
California
| $133K | +$149K | +11,244 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $45K | -$87.7K | -6,620 | -64% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $27K | – | – | – |
|
|
LFG
8
LifePlan Financial Group
Dayton,
Ohio
| $22K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $3K | +$3.31K | +250 | New |
|
PSMM Hedge Fund Activity: Q1 2020 in Review
9 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q1 2020, worth a combined $3.03M — down 19% from $3.73M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMM positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $204K. The largest seller was Susquehanna International Group, cutting an estimated $387K.
- 9 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q1 2020, up from 7 in Q4 2019.
- Funds reported $3.03M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 3 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q1 2020 and 0 closed out, a net change of +3 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q1 2020 was Stratos Wealth Partners, an estimated $204K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q1 2020 was Susquehanna International Group, an estimated $387K sold.
Based on aggregated 13F filings for Q1 2020.