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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 20.4 M +USD 200 k +4,096 +1%
Chicago Partners Investment Group
2
Chicago Partners Investment Group
Illinois
USD 8.49 M +USD 3.84 M +78,530 +88%
WESCAP Management Group
3
WESCAP Management Group
California
USD 6.63 M -USD 104 k -2,132 -2%
Bank of America
4
Bank of America
North Carolina
USD 5.06 M -USD 816 k -16,672 -14%
Morgan Stanley
5
Morgan Stanley
New York
USD 4.85 M -USD 714 k -14,577 -13%
Brinker Capital Investments
6
Brinker Capital Investments
Pennsylvania
USD 4 M -USD 489 k -10,000 -11%
BB&T Securities
7
BB&T Securities
Virginia
USD 3.3 M +USD 144 k +2,952 +5%
Northern Capital Management (Wisconsin)
8
Northern Capital Management (Wisconsin)
Wisconsin
USD 3.12 M +USD 754 k +15,410 +33%
UBS Group
9
UBS Group
Switzerland
USD 1.8 M -USD 652 k -13,327 -27%
Financial Architects (New Jersey)
10
Financial Architects (New Jersey)
New Jersey
USD 1.78 M -USD 39.2 k -800 -2%
JP Morgan Private Wealth Advisors
11
JP Morgan Private Wealth Advisors
California
USD 1.59 M +USD 1.54 M +31,440 Nuevas
LPL Financial
12
LPL Financial
California
USD 1.5 M +USD 81.7 k +1,669 +6%
Brinker Capital
13
Brinker Capital
Pennsylvania
USD 1.41 M -USD 131 k -2,678 -9%
Institute for Wealth Management
14
Institute for Wealth Management
Colorado
USD 1.38 M – – –
Occidental Asset Management
15
Occidental Asset Management
California
USD 1.23 M – – –
Phocas Financial Corp
16
Phocas Financial Corp
California
USD 1 M – – –
Advisory Research
17
Advisory Research
Illinois
USD 942 k – – –
Jane Street
18
Jane Street
New York
USD 832 k -USD 1.37 M -27,933 -63%
Peak Asset Management
19
Peak Asset Management
Colorado
USD 780 k – – –
MML Investors Services
20
MML Investors Services
Massachusetts
USD 661 k -USD 98.2 k -2,006 -13%
Ameriprise
21
Ameriprise
Minnesota
USD 647 k +USD 88.1 k +1,800 +16%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
USD 573 k -USD 992 k -20,260 -64%
Ladenburg Thalmann Financial Services
23
Ladenburg Thalmann Financial Services
Florida
USD 518 k +USD 69.3 k +1,416 +16%
Raymond James & Associates
24
Raymond James & Associates
Florida
USD 517 k -USD 19.7 k -402 -4%
Appleton Partners
25
Appleton Partners
Massachusetts
USD 388 k -USD 24.7 k -505 -6%
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