PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM
Delisted
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.
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CFD
1
Creative Financial Designs
Kokomo,
Indiana
|
$3.19M |
| 2 |
2
LPL Financial
San Diego,
California
|
$1.01M |
| 3 |
HI
3
Harbour Investments
Madison,
Wisconsin
|
$65K |
Top Sellers
| 1 |
OMC
1
Old Mission Capital
Chicago,
Illinois
|
$0 |
| 2 |
DWM
2
Darwin Wealth Management
Tampa,
Florida
|
$197K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $3.19M | 207,032 | +207,032 | New |
|
|
2
LPL Financial
San Diego,
California
| $1.01M | 65,220 | +32,283 | +98% |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| $240K | 15,549 | – | – |
|
|
DWM
4
Darwin Wealth Management
Tampa,
Florida
| $197K | 12,781 | -2,270 | -15% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $65K | 4,199 | +12 | +0.3% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $60K | 3,924 | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $51K | 3,350 | – | – |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | – | -12,463 | Closed |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $0 | 1 | +1 | New |
|