PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM
Delisted
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.
Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
DWM
1
Darwin Wealth Management
Tampa,
Florida
|
$164K |
| 2 |
2
Osaic Holdings
Scottsdale,
Arizona
|
$40K |
| 3 |
HI
3
Harbour Investments
Madison,
Wisconsin
|
$54K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $3.63M | 235,469 | +28,437 | +14% |
|
2
LPL Financial
San Diego,
California
| $1.34M | 86,795 | +21,575 | +33% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $397K | 25,756 | +25,756 | New |
|
|
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $253K | 15,959 | +15,959 | New |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $246K | 15,995 | +446 | +3% |
|
|
DWM
6
Darwin Wealth Management
Tampa,
Florida
| $164K | 10,622 | -2,159 | -17% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $60K | 3,924 | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $54K | 3,536 | -663 | -16% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $40K | 2,600 | -750 | -22% |
|
10
UBS Group
Zurich,
Switzerland
| $15K | 993 | +993 | New |
|
11
Wells Fargo
San Francisco,
California
| $0 | 1 | – | – |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|