QQQ   425.93 (+0.02%)
AAPL   167.55 (-0.27%)
MSFT   408.78 (-0.74%)
META   508.87 (+2.97%)
GOOGL   156.46 (+0.64%)
AMZN   181.63 (+0.19%)
TSLA   149.90 (-3.57%)
NVDA   857.48 (+2.04%)
AMD   155.76 (+1.13%)
NIO   4.01 (+2.56%)
BABA   69.29 (+0.68%)
T   16.20 (+0.50%)
F   12.09 (+0.42%)
MU   112.47 (-3.32%)
GE   156.70 (+0.66%)
CGC   7.75 (+19.41%)
DIS   113.60 (+0.58%)
AMC   2.92 (-2.01%)
PFE   25.31 (-0.43%)
PYPL   62.50 (-1.20%)
XOM   118.93 (+0.25%)
QQQ   425.93 (+0.02%)
AAPL   167.55 (-0.27%)
MSFT   408.78 (-0.74%)
META   508.87 (+2.97%)
GOOGL   156.46 (+0.64%)
AMZN   181.63 (+0.19%)
TSLA   149.90 (-3.57%)
NVDA   857.48 (+2.04%)
AMD   155.76 (+1.13%)
NIO   4.01 (+2.56%)
BABA   69.29 (+0.68%)
T   16.20 (+0.50%)
F   12.09 (+0.42%)
MU   112.47 (-3.32%)
GE   156.70 (+0.66%)
CGC   7.75 (+19.41%)
DIS   113.60 (+0.58%)
AMC   2.92 (-2.01%)
PFE   25.31 (-0.43%)
PYPL   62.50 (-1.20%)
XOM   118.93 (+0.25%)
QQQ   425.93 (+0.02%)
AAPL   167.55 (-0.27%)
MSFT   408.78 (-0.74%)
META   508.87 (+2.97%)
GOOGL   156.46 (+0.64%)
AMZN   181.63 (+0.19%)
TSLA   149.90 (-3.57%)
NVDA   857.48 (+2.04%)
AMD   155.76 (+1.13%)
NIO   4.01 (+2.56%)
BABA   69.29 (+0.68%)
T   16.20 (+0.50%)
F   12.09 (+0.42%)
MU   112.47 (-3.32%)
GE   156.70 (+0.66%)
CGC   7.75 (+19.41%)
DIS   113.60 (+0.58%)
AMC   2.92 (-2.01%)
PFE   25.31 (-0.43%)
PYPL   62.50 (-1.20%)
XOM   118.93 (+0.25%)
QQQ   425.93 (+0.02%)
AAPL   167.55 (-0.27%)
MSFT   408.78 (-0.74%)
META   508.87 (+2.97%)
GOOGL   156.46 (+0.64%)
AMZN   181.63 (+0.19%)
TSLA   149.90 (-3.57%)
NVDA   857.48 (+2.04%)
AMD   155.76 (+1.13%)
NIO   4.01 (+2.56%)
BABA   69.29 (+0.68%)
T   16.20 (+0.50%)
F   12.09 (+0.42%)
MU   112.47 (-3.32%)
GE   156.70 (+0.66%)
CGC   7.75 (+19.41%)
DIS   113.60 (+0.58%)
AMC   2.92 (-2.01%)
PFE   25.31 (-0.43%)
PYPL   62.50 (-1.20%)
XOM   118.93 (+0.25%)

Invesco Conservative Multi-Asset Allocation ETF (PSMC) Institutional Ownership

$12.06
0.00 (0.00%)
(As of 06/23/2023)

Institutional Ownership Changes (13F Filings) for Invesco Conservative Multi-Asset Allocation ETF (BATS:PSMC)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$842.34K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$253.07K
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PSMC Institutional Buying and Selling by Quarter

Invesco Conservative Multi-Asset Allocation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2023VitalStone Financial LLC11,307$137K0.1%N/A1.270%
5/17/2023Sunbelt Securities Inc.5,044$61K0.0%N/A0.608%
5/16/2023Susquehanna International Group LLP14,668$179K0.0%-35.3%1.767%
5/12/2023GeoWealth Management LLC10,056$122K0.0%-18.0%1.212%
5/11/2023Cambridge Investment Research Advisors Inc.43,841$534K0.0%-19.4%5.282%
4/19/2023 International Assets Investment Management LLC52,920$1.39M0.2%N/A6.376%
2/15/2023Waverly Advisors LLC13,374$159K0.0%N/A0.000%
2/14/2023Cetera Advisor Networks LLC13,000$155K0.0%N/A0.000%
2/13/2023GeoWealth Management LLC12,268$146K0.0%N/A0.000%
2/13/2023Heritage Wealth Management LLC3,800$45K0.0%+100.0%0.000%
2/10/2023Advisor Group Holdings Inc.15,111$180K0.0%+481.2%0.000%
2/9/2023Trilogy Capital Inc.275,678$3.28M0.2%N/A0.000%
2/8/2023UBS Group AG2,899$34K0.0%+42.4%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.54,399$647K0.0%-4.0%0.000%
2/7/2023LPL Financial LLC77,862$926K0.0%-20.4%0.000%
1/30/2023VitalStone Financial LLC12,268$146K0.1%N/A0.000%
1/30/2023PFG Advisors60,842$723K0.1%+323.6%0.000%
1/13/2023Merit Financial Group LLC14,315$170K0.0%N/A0.000%
11/7/2022Camarda Financial Advisors LLC18,958$220K0.3%-18.5%0.000%
11/4/2022V Wealth Advisors LLC13,978$162K0.0%N/A0.000%
10/17/2022Cambridge Investment Research Advisors Inc.56,695$657K0.0%-4.2%0.000%
10/14/2022PFG Advisors14,363$166K0.0%N/A0.000%
10/13/2022National Bank of Canada FI3,343$41K0.0%-30.1%0.000%
8/17/2022 International Assets Investment Management LLC64,186$1.66M0.1%N/A0.000%
8/13/2022Camarda Financial Advisors LLC23,258$283K0.3%-15.4%0.000%
8/12/2022LPL Financial LLC104,540$1.27M0.0%-40.6%0.000%
8/11/2022CoreCap Advisors LLC3,006$37K0.0%N/A0.000%
7/22/2022Geneos Wealth Management Inc.19,913$243K0.0%+11.8%0.000%
7/13/2022Private Advisor Group LLC14,434$175K0.0%-21.6%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.59,153$719K0.0%-2.7%0.000%
5/17/2022Geneos Wealth Management Inc.17,813$234K0.0%+19.1%0.000%
5/12/2022Private Advisor Group LLC18,408$243K0.0%N/A0.000%
5/12/2022Cambridge Investment Research Advisors Inc.60,766$801K0.0%-6.7%0.000%
2/11/2022Camarda Financial Advisors LLC26,692$370K0.2%-8.2%0.000%
2/9/2022Geneos Wealth Management Inc.14,956$207K0.0%+281.1%0.000%
1/24/2022National Bank of Canada FI4,782$66K0.0%N/A0.000%
11/16/2021LPL Financial LLC165,714$2.28M0.0%+3.1%0.000%
11/12/2021Camarda Financial Advisors LLC29,063$399K0.3%-4.4%0.000%
10/25/2021Naples Global Advisors LLC7,700$563K0.1%N/A0.000%
10/19/2021JJJ Advisors Inc.1,137$83K0.0%N/A0.000%
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8/13/2021LPL Financial LLC160,679$2.21M0.0%-1.8%0.000%
8/11/2021Heritage Wealth Management LLC1,900$26K0.0%N/A0.000%
8/10/2021Cambridge Investment Research Advisors Inc.65,472$901K0.0%+9.9%0.000%
8/10/2021Camarda Financial Advisors LLC30,407$418K0.3%-16.7%0.000%
5/7/2021Cambridge Investment Research Advisors Inc.59,581$800K0.0%+67.4%0.000%
5/5/2021Camarda Financial Advisors LLC36,516$490K0.4%+37.8%0.000%
2/12/2021LPL Financial LLC125,097$1.68M0.0%+10.3%0.000%
2/4/2021Cambridge Investment Research Advisors Inc.35,594$479K0.0%+165.9%0.000%
11/9/2020LPL Financial LLC113,387$1.46M0.0%+19.7%0.000%
10/29/2020Cambridge Investment Research Advisors Inc.13,386$173K0.0%N/A0.000%
10/27/2020Western Wealth Management LLC77,848$1.01M0.2%N/A0.000%
10/21/2020Camarda Financial Advisors LLC27,777$359K0.4%+15.0%0.000%
8/17/2020Private Advisor Group LLC71,347$899K0.0%N/A0.000%
8/6/2020Harwood Advisory Group LLC17,716$223K0.1%-16.7%0.000%
7/24/2020Camarda Financial Advisors LLC24,162$304K0.4%N/A0.000%
5/1/2020Harwood Advisory Group LLC21,271$244K0.1%+27.1%0.000%
(Data available from 1/1/2016 forward)

PSMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSMC shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Invesco Conservative Multi-Asset Allocation ETF. The most heavily invested institutionals were Trilogy Capital Inc. ($3.28M), International Assets Investment Management LLC ($1.39M), LPL Financial LLC ($926K), PFG Advisors ($723K), Cambridge Investment Research Advisors Inc. ($534K), Geneos Wealth Management Inc. ($243K), and Camarda Financial Advisors LLC ($220K).Learn more on PSMC's institutional investors.

Which institutional investors have been buying Invesco Conservative Multi-Asset Allocation ETF stock?

Of the 16 institutional investors that purchased Invesco Conservative Multi-Asset Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trilogy Capital Inc. ($275.68K), International Assets Investment Management LLC ($117.11K), PFG Advisors ($60.84K), VitalStone Financial LLC ($23.58K), Private Advisor Group LLC ($18.41K), Merit Financial Group LLC ($14.32K), and V Wealth Advisors LLC ($13.98K).

How much institutional buying is happening at Invesco Conservative Multi-Asset Allocation ETF?

Institutional investors have bought a total of 590,825 shares in the last 24 months. This purchase volume represents approximately $7.08M in transactions.

Which Invesco Conservative Multi-Asset Allocation ETF major shareholders have been selling company stock?

The following institutional investors have sold Invesco Conservative Multi-Asset Allocation ETF stock in the last 24 months: LPL Financial LLC ($91.37K), Cambridge Investment Research Advisors Inc. ($21.31K), Camarda Financial Advisors LLC ($8.52K), Susquehanna International Group LLP ($8.01K), Private Advisor Group LLC ($3.97K), GeoWealth Management LLC ($2.21K), and National Bank of Canada FI ($1.44K).

How much institutional selling is happening at Invesco Conservative Multi-Asset Allocation ETF?

Institutional investors have sold a total of 136,837 shares in the last 24 months. This volume of shares sold represents approximately $1.66M in transactions.


This page (BATS:PSMC) was last updated on 4/18/2024 by MarketBeat.com Staff

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