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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

50 hedge funds and large institutions have $61.1M invested in Invesco S&P Spin-Off ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
14
Reduced
10
Closed
6
Calls
$201K
Puts
$277K
Net Calls
-$76K
Net Calls Change
-$145K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.6M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$8.68M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.86M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$1.81M
5
AR
5
Advisory Research
Illinois
$1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.49M
2
WMG
2
WESCAP Management Group
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
PFC
4
Phocas Financial Corp
California
$1.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Appleton Partners
Massachusetts
$321K -$69.1K -1,274 -18%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$260K +$26K +479 +11%
CA
28
Calton & Associates
Florida
$215K -$63K -1,144 -23%
RCA
29
Rowland Carmichael Advisors
Arizona
$199K +$199K +3,673 New
Citigroup
30
Citigroup
New York
$150K +$19.6K +362 +15%
AG
31
Advisor Group
Arizona
$143K +$35.3K +647 +33%
AP
32
Advisors Preferred
Maryland
$130K +$102K +1,863 +356%
CF
33
Centaurus Financial
California
$123K +$12.1K +223 +11%
PG
34
Patten Group
Tennessee
$53K +$53K +985 New
SPIA
35
Steward Partners Investment Advisory
New York
$37K +$33.5K +617 +949%
IA
36
IFP Advisors
Florida
$24K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$20K – – –
CWA
38
Clarus Wealth Advisors
Arizona
$19K +$19K +355 New
BWA
39
BDO Wealth Advisors
Florida
$16K +$16K +300 New
GTAM
40
Global Trust Asset Management
Florida
$15K – – –
SWM
41
SeaCrest Wealth Management
New York
$11K – – –
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
ML
43
McAdam LLC
Pennsylvania
$11K +$11K +204 New
BCA
44
Bay Colony Advisors
Massachusetts
$10K +$10K +187 New
VFA
45
Valeo Financial Advisors
Indiana
$7K – – –
DSC
46
Duncker Streett & Co
Missouri
$5K – – –
MFW
47
Mosaic Family Wealth
Missouri
$4K – – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2K – – –
TC
49
Trilogy Capital
California
$1K – – –
WMG
50
WESCAP Management Group
California
– -$6.37M -119,486 Closed
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