Invesco S&P Spin-Off ETF
CSD
34 hedge funds and large institutions have $17.7M invested in Invesco S&P Spin-Off ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.
5% more capital invested
Capital invested by funds: $16.8M → $17.7M (+$900K)
2.78% more ownership
Funds ownership: 23.45% → 26.23% (+2.8%)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$2.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$274K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$147K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$133K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$31.7K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $15K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $13K | +$14.7K | +245 | New |
|
|
AA
28
Ancora Advisors
Cleveland,
Ohio
| $9K | – | – | – |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
EI
30
Ellevest Inc
New York
| $8K | – | – | – |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $7K | – | – | – |
|
|
DSC
32
Duncker Streett & Co
St. Louis,
Missouri
| $6K | – | – | – |
|
33
Fifth Third Bancorp
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
RCM
34
Raleigh Capital Management
Cary,
North Carolina
| $1K | +$778 | +13 | New |
|
|
GWM
35
Geneos Wealth Management
Englewood,
Colorado
| – | -$36K | -582 | Closed |
|
|
RPCONE
36
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$35K | -575 | Closed |
|
|
SIC
37
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$6K | -100 | Closed |
|
|
QCG
38
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1K | -20 | Closed |
|
CSD Hedge Fund Activity: Q1 2022 in Review
34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2022, worth a combined $17.7M — up 5.3% from $16.8M a quarter earlier.
Fund positioning in CSD was balanced in Q1 2022: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 9 trimmed.
The largest buyer was IMC Chicago, opening a new position worth an estimated $2.29M. The largest seller was Phocas Financial Corp, cutting an estimated $343K.
- 34 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $17.7M of Invesco S&P Spin-Off ETF stock for Q1 2022, up 5.3% quarter-over-quarter.
- 4 funds opened new Invesco S&P Spin-Off ETF positions in Q1 2022 and 4 closed out, a net change of 0 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q1 2022 was IMC Chicago, an estimated $2.29M added.
- The largest Invesco S&P Spin-Off ETF seller in Q1 2022 was Phocas Financial Corp, an estimated $343K sold.
Based on aggregated 13F filings for Q1 2022.