PSMM

Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM

Overview Fund Activity
Delisted

PSMM was delisted on the 23rd of June, 2023.

Back to rankings

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.

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.15M
2
GM
2
GeoWealth Management
Illinois
$1.35M
3
HAG
3
HF Advisory Group
Maryland
$580K
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$243K
5
CAN
5
Cetera Advisor Networks
California
$231K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$352K
2
HI
2
Harbour Investments
Wisconsin
$63.5K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.15M 607,160 +332,897 +121%
GM
2
GeoWealth Management
Illinois
$1.35M 100,484 +100,484 New
HAG
3
HF Advisory Group
Maryland
$580K 43,197 +43,197 New
VWA
4
V Wealth Advisors
Kansas
$490K 36,502 +13,806 +61%
WA
5
Waverly Advisors
Alabama
$421K 31,373 +4,633 +17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$352K 26,194 -56,461 -68%
Osaic Holdings
7
Osaic Holdings
Arizona
$254K 18,901 +11,401 +152%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$243K 18,066 +18,066 New
CAN
9
Cetera Advisor Networks
California
$231K 17,222 +17,222 New
HI
10
Harbour Investments
Wisconsin
$63.5K 4,732 -2,841 -38%
GWM
11
Geneos Wealth Management
Colorado
$34.2K 2,549 – –
UBS Group
12
UBS Group
Switzerland
$28K 2,085 +955 +85%
ASN
13
Advisory Services Network
Georgia
$4.14K 309 +309 New
CFD
14
Creative Financial Designs
Indiana
$2.87K 214 – –
BAM
15
Belpointe Asset Management
Nevada
$268 20 +20 New
Wells Fargo
16
Wells Fargo
California
– – -1 Closed
CFGS
17
Concourse Financial Group Securities
Alabama
– – – –