Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
7 hedge funds and large institutions have $1.3M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
117% more capital invested
Capital invested by funds: $599K → $1.3M (+$701K)
75% more funds holding
Funds holding: 4 → 7 (+3)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$487K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$184K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$93.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $490K | +$487K | +32,937 | New |
|
|
SWP
2
Stratos Wealth Partners
Beachwood,
Ohio
| $231K | – | – | – |
|
|
DWM
3
Darwin Wealth Management
Tampa,
Florida
| $223K | -$93.6K | -6,329 | -30% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $185K | +$184K | +12,463 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $62K | +$61.9K | +4,187 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $59K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $50K | +$44.4K | +3,000 | +857% |
|
PSMM Hedge Fund Activity: Q1 2021 in Review
7 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q1 2021, worth a combined $1.3M — up 117% from $599K 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 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $487K. The largest seller was Darwin Wealth Management, cutting an estimated $93.6K.
- 7 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q1 2021, up from 4 in Q4 2020.
- Funds reported $1.3M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q1 2021, up 117% quarter-over-quarter.
- 3 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q1 2021 and 0 closed out, a net change of +3 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q1 2021 was LPL Financial, an estimated $487K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q1 2021 was Darwin Wealth Management, an estimated $93.6K sold.
Based on aggregated 13F filings for Q1 2021.