CSD icon

Invesco S&P Spin-Off ETF

40 hedge funds and large institutions have $49.5M invested in Invesco S&P Spin-Off ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$187K +$187K +3,752 New
AG
27
Advisor Group
Arizona
$141K +$7.64K +153 +6%
Citigroup
28
Citigroup
New York
$120K -$6.73K -135 -5%
RCA
29
Rowland Carmichael Advisors
Arizona
$67K -$72.1K -1,437 -52%
CFN
30
Cordasco Financial Network
Florida
$51K
William Blair & Company
31
William Blair & Company
Illinois
$46K +$5.35K +100 +13%
GAM
32
Griffin Asset Management
New York
$27K +$27K +550 New
TFGT
33
TS Financial Group (TSFG)
Illinois
$26K
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$25K +500 New
SPIA
35
Steward Partners Investment Advisory
New York
$13K +$13K +262 New
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$10K
RWA
37
Redhawk Wealth Advisors
Minnesota
$10K +$10K +191 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$9K
DSC
39
Duncker Streett & Co
Missouri
$5K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$2K
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
-$1.72M -34,128 Closed
BFEC
42
Benjamin F. Edwards & Company
Missouri
-$16K -318 Closed
SWM
43
SeaCrest Wealth Management
New York
-$10K -200 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
-$8K -176 Closed
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
-$6K -126 Closed
VFA
46
Valeo Financial Advisors
Indiana
-$6K -125 Closed
CF
47
Centaurus Financial
California
-$2.34K -118 Closed
CA
48
Cetera Advisors
Colorado
-$6K -115 Closed
MFW
49
Mosaic Family Wealth
Missouri
-$4K -80 Closed
IWP
50
Icon Wealth Partners
Texas
-$3K -66 Closed