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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

44 hedge funds and large institutions have $58.5M invested in Invesco S&P Spin-Off ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
7
Reduced
18
Closed
11
Calls
$304K
Puts
$235K
Net Calls
+$69K
Net Calls Change
+$272K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.63M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$229K
3
TSS
3
Two Sigma Securities
New York
$207K
4
BTS
4
BB&T Securities
Virginia
$3.72M
5
UBS Group
5
UBS Group
Switzerland
$1.97M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
PFC
5
Phocas Financial Corp
California
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
26
Two Sigma Securities
New York
$207K +$207K +3,888 New
Citigroup
27
Citigroup
New York
$128K -$10.6K -200 -8%
CF
28
Centaurus Financial
California
$109K +$109K +2,041 New
AG
29
Advisor Group
Arizona
$105K +$57.7K +1,086 +122%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$34K – – –
AP
31
Advisors Preferred
Maryland
$28K -$22.5K -421 -45%
IA
32
IFP Advisors
Florida
$23K – – –
BFEC
33
Benjamin F. Edwards & Company
Missouri
$20K -$1.08K -20 -5%
GTAM
34
Global Trust Asset Management
Florida
$14K – – –
SWM
35
SeaCrest Wealth Management
New York
$11K – – –
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
VFA
37
Valeo Financial Advisors
Indiana
$7K – – –
DSC
38
Duncker Streett & Co
Missouri
$5K – – –
MFW
39
Mosaic Family Wealth
Missouri
$4K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$3K – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2K – – –
FNB
42
Farmers National Bank
Kentucky
$2K +$2K +30 New
TC
43
Trilogy Capital
California
$1K +$1K +27 New
CPIG
44
Chicago Partners Investment Group
Illinois
– -$8.43M -161,765 Closed
BCI
45
Brinker Capital Investments
Pennsylvania
– -$3.54M -68,000 Closed
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
– -$1.87M -35,967 Closed
FANJ
47
Financial Architects (New Jersey)
New Jersey
– -$1.82M -35,003 Closed
IFWM
48
Institute for Wealth Management
Colorado
– -$1.41M -27,147 Closed
AR
49
Advisory Research
Illinois
– -$968K -18,579 Closed
PG
50
Patten Group
Tennessee
– -$51K -985 Closed
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