We are live on ! Find out more
CSD icon

Invesco S&P Spin-Off ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

14% more funds holding

Funds holding: 4450 (+6)

1.9% more ownership

Funds ownership: 27.61%29.51% (+1.9%)

4% more capital invested

Capital invested by funds: $58.5M → $61.1M (+$2.59M)

27% less call options, than puts

Call options by funds: $201K | Put options by funds: $277K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 -$62K -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 +$35.1K +647 +33%
AP
32
Advisors Preferred
Maryland
$130K +$101K +1,863 +356%
CF
33
Centaurus Financial
California
$123K +$12.1K +223 +11%
PG
34
Patten Group
Tennessee
$53K +$53.4K +985 New
SPIA
35
Steward Partners Investment Advisory
New York
$37K +$33.4K +617 +949%
IA
36
IFP Advisors
Florida
$24K
BFEC
37
Benjamin F. Edwards & Company
Missouri
$20K
CWA
38
Clarus Wealth Advisors
Arizona
$19K +$19.2K +355 New
BWA
39
BDO Wealth Advisors
Florida
$16K +$16.3K +300 New
GTAM
40
Global Trust Asset Management
Florida
$15K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$11K
SWM
42
SeaCrest Wealth Management
New York
$11K
ML
43
McAdam LLC
Pennsylvania
$11K +$11.1K +204 New
BCA
44
Bay Colony Advisors
Massachusetts
$10K +$10.1K +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