Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
10 hedge funds and large institutions have $5.51M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
11% less capital invested
Capital invested by funds: $6.22M → $5.51M (-$703K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$885K |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$371K |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.77M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$155K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$27.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.45K |
| 5 |
LPL Financial
San Diego,
California
|
-$333 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $3.55M | -$333 | -24 | -0% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.07M | +$885K | +63,783 | +338% |
|
|
WA
3
Waverly Advisors
Birmingham,
Alabama
| $346K | +$371K | +26,740 | New |
|
|
VWA
4
V Wealth Advisors
Overland Park,
Kansas
| $294K | +$315K | +22,696 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $103K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $97K | -$27.3K | -1,970 | -21% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $33K | -$155K | -11,205 | -81% |
|
|
8
UBS Group
Zurich,
Switzerland
| $15K | -$4.45K | -321 | -22% |
|
|
CFD
9
Creative Financial Designs
Kokomo,
Indiana
| $3K | – | – | – |
|
|
SFS
10
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.77M | -54,571 | Closed |
|
PSMM Hedge Fund Activity: Q3 2022 in Review
10 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q3 2022, worth a combined $5.51M — down 11% from $6.22M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSMM positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $885K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $1.77M sold.
- 10 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q3 2022, up from 9 in Q2 2022.
- Funds reported $5.51M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 2 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $885K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q3 2022 was Sowell Financial Services, an estimated $1.77M sold.
Based on aggregated 13F filings for Q3 2022.