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Invesco S&P Spin-Off ETF
CSD

34 hedge funds and large institutions have $16.8M invested in Invesco S&P Spin-Off ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

10% more funds holding

Funds holding: 31 → 34 (+3)

0.83% more ownership

Funds ownership: 22.62% → 23.45% (+0.83%)

0% more capital invested

Capital invested by funds: $16.8M → $16.8M (+$34K)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$586K
2
Wells Fargo
Wells Fargo
California
+$189K
3
Citadel Advisors
Citadel Advisors
Florida
+$99.8K
4
LPL Financial
LPL Financial
California
+$17.9K
5
UBS Group
UBS Group
Switzerland
+$4.63K

Top Sellers

1
AR
Advisory Research
Illinois
-$216K
2
Bank of America
Bank of America
North Carolina
-$102K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$50.8K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$13.8K
5
CPIG
Chicago Partners Investment Group
Illinois
-$10.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$15K -$5.96K -94 -28%
AA
27
Ancora Advisors
Ohio
$9K – – –
EI
28
Ellevest Inc
New York
$8K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$8K +$8.56K +135 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$7K – – –
DSC
31
Duncker Streett & Co
Missouri
$6K – – –
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$6K – – –
SIC
33
Salem Investment Counselors
North Carolina
$6K – – –
QCG
34
Quadrant Capital Group
Ohio
$1K +$1.27K +20 New
AP
35
Advisors Preferred
Maryland
– -$6K -101 Closed
1
2

CSD Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2021, worth a combined $16.8M — up 0.2% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CSD positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $586K. The largest seller was Advisory Research, cutting an estimated $216K.

  • 34 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2021, up from 31 in Q3 2021.
  • Funds reported $16.8M of Invesco S&P Spin-Off ETF stock for Q4 2021, up 0.2% quarter-over-quarter.
  • 4 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2021 and 1 closed out, a net change of +3 holders.
  • The largest Invesco S&P Spin-Off ETF buyer in Q4 2021 was Morgan Stanley, an estimated $586K added.
  • The largest Invesco S&P Spin-Off ETF seller in Q4 2021 was Advisory Research, an estimated $216K sold.

Based on aggregated 13F filings for Q4 2021.