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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

76 hedge funds and large institutions have $304M invested in Invesco S&P Spin-Off ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
18
Increased
37
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$7.6M
2
BTS
2
BB&T Securities
Virginia
$23.9M
3
CCMH
3
Cornerstone Capital Management Holdings
New York
$5.62M
4
SGAM
4
Steinberg Global Asset Management
Florida
$5.39M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.41M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.47M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.4M
3
SI
3
Stephens Inc
Arkansas
$0
4
B
4
Baird
Wisconsin
$0
5
VFS
5
VSR Financial Services
Kansas
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.19M +$168K +3,708 +8%
NFC
27
Northeast Financial Consultants
Connecticut
$2.17M +$1.94M +42,850 +874%
VFS
28
VSR Financial Services
Kansas
$2M -$985K -21,723 -33%
Citigroup
29
Citigroup
New York
$1.96M +$671K +14,792 +52%
OC
30
Oppenheimer & Co
New York
$1.83M +$1.42M +31,375 +352%
CWM
31
Concert Wealth Management
California
$1.67M +$106K +2,371 +7%
MC
32
Mathes Company
New York
$1.46M +$38.6K +850 +3%
PCA
33
Peddock Capital Advisors
Massachusetts
$1.43M +$82.6K +1,821 +6%
PFC
34
Phocas Financial Corp
California
$1.32M +$143K +3,161 +12%
Ameriprise
35
Ameriprise
Minnesota
$1.11M -$484K -10,676 -30%
AWA
36
Arete Wealth Advisors
Illinois
$1.11M +$189K +4,162 +21%
SB
37
Suntrust Banks
Georgia
$994K +$715K +15,770 +256%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$976K -$503K -11,088 -34%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$908K +$364K +8,024 +67%
BGA
40
Belmont Global Advisors
Texas
$839K +$249K +5,500 +42%
Stifel Financial
41
Stifel Financial
Missouri
$655K +$655K +14,446 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$644K +$81.4K +1,795 +14%
BCM
43
Beck Capital Management
Texas
$610K -$56.1K -1,215 -8%
PP
44
Patten & Patten
Tennessee
$606K +$37.4K +825 +7%
MFS
45
MSI Financial Services
Massachusetts
$538K +$69.3K +1,527 +15%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$502K +$502K +11,077 New
FHA
47
First Horizon Advisors
Tennessee
$499K +$499K +11,000 New
NES
48
New England Securities
New York
$494K +$118K +2,592 +31%
BRWM
49
B. Riley Wealth Management
Tennessee
$464K +$464K +10,226 New
GLA
50
Great Lakes Advisors
Illinois
$458K +$233K +5,139 +104%
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