Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
8 hedge funds and large institutions have $4.81M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
270% more capital invested
Capital invested by funds: $1.3M → $4.81M (+$3.51M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$3.15M |
| 2 |
LPL Financial
San Diego,
California
|
+$492K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$183 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$185K |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$34.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $3.19M | +$3.15M | +207,032 | New |
|
|
2
LPL Financial
San Diego,
California
| $1.01M | +$492K | +32,283 | +98% |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $240K | – | – | – |
|
|
DWM
4
Darwin Wealth Management
Tampa,
Florida
| $197K | -$34.6K | -2,270 | -15% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $65K | +$183 | +12 | +0.3% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $60K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $51K | – | – | – |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$185K | -12,463 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | +$15 | +1 | New |
|
PSMM Hedge Fund Activity: Q2 2021 in Review
8 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q2 2021, worth a combined $4.81M — up 270% from $1.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMM positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Creative Financial Designs, opening a new position worth an estimated $3.15M. The largest seller was Old Mission Capital, exiting entirely with an estimated $185K sold.
- 8 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q2 2021, up from 7 in Q1 2021.
- Funds reported $4.81M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q2 2021, up 270% quarter-over-quarter.
- 2 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q2 2021 was Creative Financial Designs, an estimated $3.15M added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q2 2021 was Old Mission Capital, an estimated $185K sold.
Based on aggregated 13F filings for Q2 2021.