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Invesco S&P Spin-Off ETF
CSD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 13.8 M +USD 3.95 M +93,908 +41%
WMG
2
WESCAP Management Group
California
USD 6.93 M -USD 206 k -4,885 -3%
Bank of America
3
Bank of America
North Carolina
USD 5.58 M +USD 9.26 k +220 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
USD 5.51 M -USD 309 k -7,333 -5%
Chicago Partners Investment Group
5
Chicago Partners Investment Group
Illinois
USD 5.06 M +USD 37.9 k +900 +0.8%
Brinker Capital
6
Brinker Capital
Pennsylvania
USD 3.48 M -USD 31.9 k -759 -0.9%
Brinker Capital Investments
7
Brinker Capital Investments
Pennsylvania
USD 3.17 M – – –
Punch & Associates Investment Management
8
Punch & Associates Investment Management
Minnesota
USD 2.52 M -USD 23.3 k -554 -0.9%
RWM
9
Rezny Wealth Management
Florida
USD 2.3 M -USD 65.5 k -1,556 -3%
Goldman Sachs
10
Goldman Sachs
New York
USD 2.19 M -USD 4.21 k -100 -0.2%
Financial Architects (New Jersey)
11
Financial Architects (New Jersey)
New Jersey
USD 1.97 M -USD 180 k -4,288 -9%
NCMW
12
Northern Capital Management (Wisconsin)
Wisconsin
USD 1.94 M -USD 135 k -3,198 -7%
UBS Group
13
UBS Group
Switzerland
USD 1.78 M -USD 313 k -7,445 -15%
Citadel Advisors
14
Citadel Advisors
Florida
USD 1.72 M +USD 328 k +7,800 +24%
Occidental Asset Management
15
Occidental Asset Management
California
USD 1.66 M -USD 9.09 k -216 -0.6%
Phocas Financial Corp
16
Phocas Financial Corp
California
USD 1.47 M -USD 1.43 M -33,881 Cerradas
New York Life Investment Management
17
New York Life Investment Management
New York
USD 1.45 M -USD 676 k -16,058 -32%
CCMH
18
Cornerstone Capital Management Holdings
New York
USD 1.45 M -USD 676 k -16,058 -32%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
USD 1.39 M -USD 1.76 M -41,709 -56%
Peak Asset Management
20
Peak Asset Management
Colorado
USD 1.37 M -USD 189 k -4,502 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 1.22 M -USD 826 k -19,632 -41%
CWM
22
Concert Wealth Management
California
USD 1.18 M -USD 4.76 k -113 -0.4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 1.11 M -USD 1.59 M -37,706 -59%
LPL Financial
24
LPL Financial
California
USD 1.09 M -USD 63.8 k -1,517 -6%
Advisory Research
25
Advisory Research
Illinois
USD 797 k – – –
1
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