Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
6 hedge funds and large institutions have $1.35M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
33% less funds holding
Funds holding: 9 → 6 (-3)
37% less capital invested
Capital invested by funds: $2.14M → $1.35M (-$792K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$899K |
| 2 |
LPL Financial
San Diego,
California
|
-$144K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$9.53K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $671K | +$230K | +16,917 | +52% |
|
|
DWM
2
Darwin Wealth Management
Tampa,
Florida
| $402K | -$899K | -66,158 | -69% |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $215K | -$9.53K | -701 | -4% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $31K | – | – | – |
|
|
LFG
5
LifePlan Financial Group
Dayton,
Ohio
| $25K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $5K | – | – | – |
|
|
7
LPL Financial
San Diego,
California
| – | -$144K | -10,913 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$22K | -1,648 | Closed |
|
|
PAG
9
Private Advisor Group
Morristown,
New Jersey
| – | -$4K | -290 | Closed |
|
PSMM Hedge Fund Activity: Q3 2020 in Review
6 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q3 2020, worth a combined $1.35M — down 37% from $2.14M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMM and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, adding an estimated $230K. The largest seller was Darwin Wealth Management, cutting an estimated $899K.
- 6 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q3 2020, down from 9 in Q2 2020.
- Funds reported $1.35M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q3 2020, down 37% quarter-over-quarter.
- 0 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q3 2020 and 3 closed out, a net change of -3 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $230K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q3 2020 was Darwin Wealth Management, an estimated $899K sold.
Based on aggregated 13F filings for Q3 2020.