Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
11 hedge funds and large institutions have $6.19M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
29% more capital invested
Capital invested by funds: $4.81M → $6.19M (+$1.38M)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$444K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$402K |
| 3 |
LPL Financial
San Diego,
California
|
+$336K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$249K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$33.7K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.7K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$10.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $3.63M | +$444K | +28,437 | +14% |
|
|
2
LPL Financial
San Diego,
California
| $1.34M | +$336K | +21,575 | +33% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $397K | +$402K | +25,756 | New |
|
|
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $253K | +$249K | +15,959 | New |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $246K | +$6.96K | +446 | +3% |
|
|
DWM
6
Darwin Wealth Management
Tampa,
Florida
| $164K | -$33.7K | -2,159 | -17% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $60K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $54K | -$10.3K | -663 | -16% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $40K | -$11.7K | -750 | -22% |
|
|
10
UBS Group
Zurich,
Switzerland
| $15K | +$15.5K | +993 | New |
|
PSMM Hedge Fund Activity: Q3 2021 in Review
11 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q3 2021, worth a combined $6.19M — up 29% from $4.81M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSMM positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Creative Financial Designs, adding an estimated $444K. The largest seller was Darwin Wealth Management, cutting an estimated $33.7K.
- 11 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q3 2021, up from 8 in Q2 2021.
- Funds reported $6.19M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q3 2021, up 29% quarter-over-quarter.
- 3 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q3 2021 and 0 closed out, a net change of +3 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q3 2021 was Creative Financial Designs, an estimated $444K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q3 2021 was Darwin Wealth Management, an estimated $33.7K sold.
Based on aggregated 13F filings for Q3 2021.