Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
15 hedge funds and large institutions have $12.2M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
121% more capital invested
Capital invested by funds: $5.51M → $12.2M (+$6.69M)
50% more funds holding
Funds holding: 10 → 15 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.47M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.35M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$242K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$231K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$757K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$38.1K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$13 |
PSMM Hedge Fund Activity: Q4 2022 in Review
15 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q4 2022, worth a combined $12.2M — up 121% from $5.51M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSMM positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.47M. The largest seller was Susquehanna International Group, cutting an estimated $757K.
- 15 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q4 2022, up from 10 in Q3 2022.
- Funds reported $12.2M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q4 2022, up 121% quarter-over-quarter.
- 6 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q4 2022 was LPL Financial, an estimated $4.47M added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q4 2022 was Susquehanna International Group, an estimated $757K sold.
Based on aggregated 13F filings for Q4 2022.