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Invesco S&P Spin-Off ETF

28 hedge funds and large institutions have $15M invested in Invesco S&P Spin-Off ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$5.41M 62,205 -273 -0.4%
LPL Financial
2
LPL Financial
California
$1.93M 23,013 -7,202 -24%
IFWM
3
Institute for Wealth Management
Colorado
$1.35M 16,058 -167 -1%
Bank of America
4
Bank of America
North Carolina
$856K 10,201 -607 -6%
OAM
5
Occidental Asset Management
California
$839K 10,000
PAM
6
Peak Asset Management
Colorado
$833K 9,931
Morgan Stanley
7
Morgan Stanley
New York
$657K 7,828 +1,568 +25%
PFC
8
Phocas Financial Corp
California
$621K 7,400
HTI
9
Hikari Tsushin Inc
Japan
$411K 4,903
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$343K 4,092 -185 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$316K 3,769 -162 -4%
Wells Fargo
12
Wells Fargo
California
$315K 3,755 +170 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$242K 2,883 -61 -2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$235K 2,805 +2,805 New
Ameriprise
15
Ameriprise
Minnesota
$211K 2,519 +2,519 New
Raymond James Financial
16
Raymond James Financial
Florida
$185K 2,210 +2,210 New
William Blair & Company
17
William Blair & Company
Illinois
$34.4K 410
AF
18
Allworth Financial
California
$33.6K 400
UBS Group
19
UBS Group
Switzerland
$30.5K 364 -200 -35%
CAM
20
Costello Asset Management
Pennsylvania
$29.9K 356
Jones Financial Companies
21
Jones Financial Companies
Missouri
$29.6K 352 +150 +74%
Citigroup
22
Citigroup
New York
$20.4K 243
HAP
23
Harbor Asset Planning
Massachusetts
$18K 214 +214 New
Osaic Holdings
24
Osaic Holdings
Arizona
$16.2K 194 -542 -74%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$14.5K 173 +166 +2,371%