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 $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.
Holders
8
Holders Change
-3
Holders Change %
-27.27%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
LPL Financial
San Diego,
California
|
$2.46M |
| 2 |
CFD
2
Creative Financial Designs
Kokomo,
Indiana
|
$4.13M |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$132K |
| 4 |
WP
4
WealthPLAN Partners
Omaha,
Nebraska
|
$259K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $4.13M | 260,914 | +25,445 | +11% |
|
|
2
LPL Financial
San Diego,
California
| $2.46M | 155,733 | +68,938 | +79% |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $259K | 16,866 | +907 | +6% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $132K | 8,415 | +5,815 | +224% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $62K | 3,924 | – | – |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $53K | 3,322 | -214 | -6% |
|
7
UBS Group
Zurich,
Switzerland
| $2K | 150 | -843 | -85% |
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | -25,756 | Closed |
|
|
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| – | – | -15,995 | Closed |
|
|
DWM
10
Darwin Wealth Management
Tampa,
Florida
| – | – | -10,622 | Closed |
|
11
Wells Fargo
San Francisco,
California
| $0 | 1 | – | – |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|