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PSMM

Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM

Delisted

PSMM was delisted on the 23rd of June, 2023.

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$204K
2
LPL Financial
LPL Financial
California
+$149K
3
DWM
Darwin Wealth Management
Florida
+$108K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$387K
2
Citadel Advisors
Citadel Advisors
Florida
-$184K
3
UBS Group
UBS Group
Switzerland
-$87.7K

PSMM Hedge Fund Activity: Q1 2020 in Review

9 of the 4,547 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.