Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
8 hedge funds and large institutions have $7.1M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
15% more capital invested
Capital invested by funds: $6.19M → $7.1M (+$909K)
27% less funds holding
Funds holding: 11 → 8 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.08M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$400K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$91.4K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$14.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$397K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$246K |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$164K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$13.3K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $4.13M | +$400K | +25,445 | +11% |
|
|
2
LPL Financial
San Diego,
California
| $2.46M | +$1.08M | +68,938 | +79% |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $259K | +$14.3K | +907 | +6% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $132K | +$91.4K | +5,815 | +224% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $62K | – | – | – |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $53K | -$3.36K | -214 | -6% |
|
|
7
UBS Group
Zurich,
Switzerland
| $2K | -$13.3K | -843 | -85% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$397K | -25,756 | Closed |
|
|
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$246K | -15,995 | Closed |
|
|
DWM
10
Darwin Wealth Management
Tampa,
Florida
| – | -$164K | -10,622 | Closed |
|
PSMM Hedge Fund Activity: Q4 2021 in Review
8 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q4 2021, worth a combined $7.1M — up 15% from $6.19M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMM and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $1.08M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $397K sold.
- 8 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q4 2021, down from 11 in Q3 2021.
- Funds reported $7.1M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 0 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q4 2021 and 3 closed out, a net change of -3 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q4 2021 was LPL Financial, an estimated $1.08M added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q4 2021 was Susquehanna International Group, an estimated $397K sold.
Based on aggregated 13F filings for Q4 2021.