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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

45 hedge funds and large institutions have $58.5M invested in Invesco S&P Spin-Off ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WMG
1
WESCAP Management Group
California
$3.61M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.62M
4
Jane Street
4
Jane Street
New York
$1.8M
5
IFWM
5
Institute for Wealth Management
Colorado
$1.14M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$1.36M
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$3.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$303K +$2.79K +66 +0.9%
PWMG
27
Prestige Wealth Management Group
New Jersey
$250K +$250K +5,911 New
TSS
28
Two Sigma Securities
New York
$207K +$207K +4,881 New
AG
29
Advisor Group
Arizona
$139K +$8.86K +210 +7%
RCA
30
Rowland Carmichael Advisors
Arizona
$127K -$29.2K -686 -19%
Citigroup
31
Citigroup
New York
$108K – – –
PCG
32
Private Capital Group
Connecticut
$72K +$72K +1,705 New
PG
33
Patten Group
Tennessee
$42K – – –
William Blair & Company
34
William Blair & Company
Illinois
$40K +$40K +760 New
CWA
35
Clarus Wealth Advisors
Arizona
$15K +$167 +4 +1%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$13K -$2.21K -54 -15%
BWA
37
BDO Wealth Advisors
Florida
$13K – – –
SWM
38
SeaCrest Wealth Management
New York
$8K – – –
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$7K +$7K +176 New
VFA
41
Valeo Financial Advisors
Indiana
$5K – – –
DSC
42
Duncker Streett & Co
Missouri
$4K – – –
MFW
43
Mosaic Family Wealth
Missouri
$3K – – –
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1K – – –
CF
45
Centaurus Financial
California
$2 +$2 +100 +5,000%
Ameriprise
46
Ameriprise
Minnesota
– -$702K -12,788 Closed
SG Americas Securities
47
SG Americas Securities
New York
– -$519K -9,446 Closed
CA
48
Calton & Associates
Florida
– -$208K -3,794 Closed
AP
49
Advisors Preferred
Maryland
– -$81K -1,468 Closed
GWM
50
Geneos Wealth Management
Colorado
– -$71K -1,310 Closed
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