Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
9 hedge funds and large institutions have $6.22M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% less funds holding
Funds holding: 12 → 9 (-3)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
46% less capital invested
Capital invested by funds: $11.6M → $6.22M (-$5.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$776K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$58.5K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$4M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.02M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$689K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$273K |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $3.74M | -$1.02M | -72,058 | -21% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $1.77M | +$776K | +54,571 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $257K | +$58.5K | +4,113 | +28% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $188K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $130K | +$32K | +2,250 | +31% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $103K | +$108K | +7,573 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $20K | +$20.5K | +1,442 | +16,022% |
|
|
CFD
8
Creative Financial Designs
Kokomo,
Indiana
| $3K | -$4M | -281,611 | -100% |
|
|
GM
9
GeoWealth Management
Chicago,
Illinois
| – | -$689K | -46,143 | Closed |
|
|
CAN
10
Cetera Advisor Networks
El Segundo,
California
| – | -$273K | -18,260 | Closed |
|
|
T
11
TRUADVICE
Sarasota,
Florida
| – | -$212K | -14,832 | Closed |
|
PSMM Hedge Fund Activity: Q2 2022 in Review
9 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q2 2022, worth a combined $6.22M — down 46% from $11.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSMM and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $776K. The largest seller was Creative Financial Designs, cutting an estimated $4M.
- 9 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q2 2022, down from 12 in Q1 2022.
- Funds reported $6.22M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q2 2022, down 46% quarter-over-quarter.
- 2 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q2 2022 and 3 closed out, a net change of -1 holder.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q2 2022 was Sowell Financial Services, an estimated $776K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q2 2022 was Creative Financial Designs, an estimated $4M sold.
Based on aggregated 13F filings for Q2 2022.