PSMM

Invesco Moderately Conservative Multi-Asset Allocation ETF

Delisted

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.

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.62M 190,142 -417,018 -69%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$772K 56,107 +29,913 +114%
HAG
3
HF Advisory Group
Maryland
$624K 45,365 +2,168 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$233K 16,896 -2,005 -11%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$181K 13,155 +13,155 New
KAS
6
Kestra Advisory Services
Texas
$158K 11,506 +11,506 New
HI
7
Harbour Investments
Wisconsin
$63.8K 4,635 -97 -2%
UBS Group
8
UBS Group
Switzerland
$50.3K 3,652 +1,567 +75%
GWM
9
Geneos Wealth Management
Colorado
$35.1K 2,549
TF
10
TimeScale Financial
Massachusetts
$34.5K 2,505 +2,505 New
SS
11
Sunbelt Securities
Texas
$32.3K 2,362 +2,362 New
VWM
12
Venturi Wealth Management
Texas
$24.3K 1,769 +1,769 New
ASN
13
Advisory Services Network
Georgia
$5.11K 371 +62 +20%
Wells Fargo
14
Wells Fargo
California
GM
15
GeoWealth Management
Illinois
-100,484 Closed
VWA
16
V Wealth Advisors
Kansas
-36,502 Closed
WA
17
Waverly Advisors
Alabama
-31,373 Closed
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
-18,066 Closed
CAN
19
Cetera Advisor Networks
California
-17,222 Closed
CFD
20
Creative Financial Designs
Indiana
-214 Closed
BAM
21
Belpointe Asset Management
Nevada
-20 Closed
CFGS
22
Concourse Financial Group Securities
Alabama