Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
PSMM was delisted on the 23rd of June, 2023.
1 hedge funds and large institutions have $34.9K invested in Invesco Moderately Conservative Multi-Asset Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 12 closing their positions.
92% less funds holding
Funds holding: 13 → 1 (-12)
99% less capital invested
Capital invested by funds: $4.83M → $34.9K (-$4.8M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 12
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$772K |
| 3 |
HAG
HF Advisory Group
Annapolis,
Maryland
|
-$624K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$233K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
1
Geneos Wealth Management
Englewood,
Colorado
| $34.9K | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| – | -$2.62M | -190,142 | Closed |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$772K | -56,107 | Closed |
|
|
HAG
4
HF Advisory Group
Annapolis,
Maryland
| – | -$624K | -45,365 | Closed |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| – | -$233K | -16,896 | Closed |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$181K | -13,155 | Closed |
|
|
KAS
7
Kestra Advisory Services
Austin,
Texas
| – | -$158K | -11,506 | Closed |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| – | -$63.8K | -4,635 | Closed |
|
9
UBS Group
Zurich,
Switzerland
| – | -$50.3K | -3,652 | Closed |
|
|
TF
10
TimeScale Financial
Danvers,
Massachusetts
| – | -$34.5K | -2,505 | Closed |
|
|
SS
11
Sunbelt Securities
Houston,
Texas
| – | -$32.3K | -2,362 | Closed |
|
|
VWM
12
Venturi Wealth Management
Austin,
Texas
| – | -$24.3K | -1,769 | Closed |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$5.11K | -371 | Closed |
|
PSMM Hedge Fund Activity: Q2 2023 in Review
1 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) for Q2 2023, worth a combined $34.9K — down 99% from $4.83M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PSMM and 0 opened new positions — a net loss of 12 holders — while 0 trimmed existing stakes and 0 added.
The largest seller was LPL Financial, exiting entirely with an estimated $2.62M sold.
- 1 institutional investor held Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) as of Q2 2023, down from 13 in Q1 2023.
- Funds reported $34.9K of Invesco Moderately Conservative Multi-Asset Allocation ETF stock for Q2 2023, down 99% quarter-over-quarter.
- 0 funds opened new Invesco Moderately Conservative Multi-Asset Allocation ETF positions in Q2 2023 and 12 closed out, a net change of -12 holders.
- The largest Invesco Moderately Conservative Multi-Asset Allocation ETF seller in Q2 2023 was LPL Financial, an estimated $2.62M sold.
Based on aggregated 13F filings for Q2 2023.