Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
12 hedge funds and large institutions have $11.6M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
63% more capital invested
Capital invested by funds: $7.1M → $11.6M (+$4.47M)
50% more funds holding
Funds holding: 8 → 12 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.89M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$700K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$317K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$277K |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $5.17M | +$2.89M | +190,612 | +122% |
|
|
CFD
2
Creative Financial Designs
Kokomo,
Indiana
| $4.21M | +$317K | +20,911 | +8% |
|
|
GM
3
GeoWealth Management
Chicago,
Illinois
| $689K | +$700K | +46,143 | New |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $273K | +$277K | +18,260 | New |
|
|
WP
5
WealthPLAN Partners
Omaha,
Nebraska
| $240K | – | – | – |
|
|
WIM
6
WealthPlan Investment Management
Omaha,
Nebraska
| $240K | +$256K | +16,866 | New |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $220K | +$224K | +14,759 | New |
|
|
T
8
TRUADVICE
Sarasota,
Florida
| $212K | +$225K | +14,832 | New |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $205K | +$149K | +9,830 | +251% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $107K | -$18.1K | -1,195 | -14% |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$2.14K | -141 | -94% |
|
PSMM Hedge Fund Activity: Q1 2022 in Review
12 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q1 2022, worth a combined $11.6M — up 63% from $7.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PSMM positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.89M. The largest seller was Osaic Holdings, cutting an estimated $18.1K.
- 12 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $11.6M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q1 2022, up 63% quarter-over-quarter.
- 5 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q1 2022 and 0 closed out, a net change of +5 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q1 2022 was LPL Financial, an estimated $2.89M added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q1 2022 was Osaic Holdings, an estimated $18.1K sold.
Based on aggregated 13F filings for Q1 2022.