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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

47 hedge funds and large institutions have $61.7M invested in Invesco S&P Spin-Off ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
14
Closed
6
Calls
–
Puts
$203K
Net Calls
-$203K
Net Calls Change
-$127K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$519K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$897K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$480K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.8M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$1.77M
2
Jane Street
2
Jane Street
New York
$392K
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
BC
4
Brinker Capital
Pennsylvania
$0
5
AP
5
Appleton Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Calton & Associates
Florida
$208K -$6.09K -111 -3%
RCA
27
Rowland Carmichael Advisors
Arizona
$202K – – –
AG
28
Advisor Group
Arizona
$169K +$25.2K +459 +17%
Citigroup
29
Citigroup
New York
$140K -$12.4K -225 -8%
AP
30
Advisors Preferred
Maryland
$81K -$50.7K -918 -38%
AA
31
Ancora Advisors
Ohio
$71K +$71K +1,300 New
GWM
32
Geneos Wealth Management
Colorado
$71K +$71K +1,310 New
PG
33
Patten Group
Tennessee
$54K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$26K -$11.6K -211 -31%
IA
35
IFP Advisors
Florida
$25K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$20K – – –
CWA
37
Clarus Wealth Advisors
Arizona
$19K – – –
BWA
38
BDO Wealth Advisors
Florida
$16K – – –
SWM
39
SeaCrest Wealth Management
New York
$11K – – –
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
ML
41
McAdam LLC
Pennsylvania
$6K -$5.23K -95 -47%
VFA
42
Valeo Financial Advisors
Indiana
$6K – – –
DSC
43
Duncker Streett & Co
Missouri
$5K – – –
MFW
44
Mosaic Family Wealth
Missouri
$4K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$2K – – –
TC
46
Trilogy Capital
California
$1K – – –
CF
47
Centaurus Financial
California
$132 -$149K -2,262 -100%
CWM
48
Cornerstone Wealth Management
Missouri
– -$830K -44,774 Closed
BC
49
Brinker Capital
Pennsylvania
– -$416K -7,654 Closed
AP
50
Appleton Partners
Massachusetts
– -$321K -5,920 Closed
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