Invesco S&P Spin-Off ETF
CSD
29 hedge funds and large institutions have $17.8M invested in Invesco S&P Spin-Off ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $15.3M → $17.8M (+$2.47M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0.01% less ownership
Funds ownership: 24.28% → 24.27% (-0.01%)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $9K | – | – | – |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $8K | – | – | – |
|
|
SW
28
SVB Wealth
Boston,
Massachusetts
| $7K | – | – | – |
|
|
EI
29
Ellevest Inc
New York
| $7K | +$6.25K | +125 | New |
|
|
DSC
30
Duncker Streett & Co
St. Louis,
Missouri
| $6K | – | – | – |
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$336K | -7,733 | Closed |
|
|
WMG
32
WESCAP Management Group
Glendale,
California
| – | -$213K | -4,913 | Closed |
|
CSD Hedge Fund Activity: Q4 2020 in Review
29 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2020, worth a combined $17.8M — up 16% from $15.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CSD positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Advisory Research, adding an estimated $901K. The largest seller was Citadel Advisors, cutting an estimated $1.21M.
- 29 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2020, up from 28 in Q3 2020.
- Funds reported $17.8M of Invesco S&P Spin-Off ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 4 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2020 and 3 closed out, a net change of +1 holder.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2020 was Advisory Research, an estimated $901K added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2020.