Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
13 hedge funds and large institutions have $4.83M invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 7 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
13% less funds holding
Funds holding: 15 → 13 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
60% less capital invested
Capital invested by funds: $12.2M → $4.83M (-$7.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$412K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$181K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$158K |
| 4 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
+$34.5K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$32.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.74M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.35M |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$490K |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$421K |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$243K |
PSMM Hedge Fund Activity: Q1 2023 in Review
13 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q1 2023, worth a combined $4.83M — down 60% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSMM and 5 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, adding an estimated $412K. The largest seller was LPL Financial, cutting an estimated $5.74M.
- 13 institutional investors held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q1 2023, down from 15 in Q4 2022.
- Funds reported $4.83M of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q1 2023, down 60% quarter-over-quarter.
- 5 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q1 2023 and 7 closed out, a net change of -2 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $412K added.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q1 2023 was LPL Financial, an estimated $5.74M sold.
Based on aggregated 13F filings for Q1 2023.