Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
4 hedge funds and large institutions have $599K invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2020 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
33% less funds holding
Funds holding: 6 → 4 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
56% less capital invested
Capital invested by funds: $1.35M → $599K (-$750K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$21.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$671K |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$117K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$4.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
Darwin Wealth Management
Tampa,
Florida
| $310K | -$117K | -8,332 | -28% |
|
|
SWP
2
Stratos Wealth Partners
Beachwood,
Ohio
| $226K | -$4.23K | -300 | -2% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $58K | +$21.8K | +1,549 | +65% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $5K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$671K | -49,498 | Closed |
|
PSMM Hedge Fund Activity: Q4 2020 in Review
4 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q4 2020, worth a combined $599K — down 56% from $1.35M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PSMM and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Geneos Wealth Management, adding an estimated $21.8K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $671K sold.
- 4 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q4 2020, down from 6 in Q3 2020.
- Funds reported $599K of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q4 2020, down 56% quarter-over-quarter.
- 0 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q4 2020 and 1 closed out, a net change of -1 holder.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q4 2020 was Geneos Wealth Management, an estimated $21.8K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q4 2020 was Susquehanna International Group, an estimated $671K sold.
Based on aggregated 13F filings for Q4 2020.