Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
9 hedge funds and large institutions have $2.14M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
29% less capital invested
Capital invested by funds: $3.03M → $2.14M (-$890K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$14.9K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.7K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$2.85K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$38.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27.2K |
| 4 |
LPL Financial
San Diego,
California
|
-$4.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
Darwin Wealth Management
Tampa,
Florida
| $1.26M | +$2.85K | +223 | +0.2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $430K | -$38.4K | -3,009 | -8% |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $218K | +$14.9K | +1,166 | +8% |
|
|
4
LPL Financial
San Diego,
California
| $144K | -$4.22K | -331 | -3% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $30K | – | – | – |
|
|
LFG
6
LifePlan Financial Group
Dayton,
Ohio
| $24K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $22K | -$27.2K | -2,131 | -56% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $5K | +$1.28K | +100 | +40% |
|
|
PAG
9
Private Advisor Group
Morristown,
New Jersey
| $4K | +$3.7K | +290 | New |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$1.07M | -90,110 | Closed |
|
PSMM Hedge Fund Activity: Q2 2020 in Review
9 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q2 2020, worth a combined $2.14M — down 29% from $3.03M a quarter earlier.
Fund positioning in PSMM was balanced in Q2 2020: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $14.9K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.07M sold.
- 9 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $2.14M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q2 2020, down 29% quarter-over-quarter.
- 1 fund opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q2 2020 and 1 closed out, a net change of 0 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q2 2020 was Stratos Wealth Partners, an estimated $14.9K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.07M sold.
Based on aggregated 13F filings for Q2 2020.