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Invesco S&P Spin-Off ETF

28 hedge funds and large institutions have $10.2M invested in Invesco S&P Spin-Off ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding

Funds holding: 2728 (+1)

0.84% more ownership

Funds ownership: 19.69%20.54% (+0.84%)

3% less capital invested

Capital invested by funds: $10.5M → $10.2M (-$345K)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.19K +38 +633%
HFM
27
Harvest Fund Management
China
$1K
RCM
28
Raleigh Capital Management
North Carolina
$728
HNB
29
Huntington National Bank
Ohio
$53

CSD Hedge Fund Activity: Q3 2023 in Review

28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q3 2023, worth a combined $10.2M — down 3.3% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new CSD positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 9 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $750K. The largest seller was Susquehanna International Group, cutting an estimated $549K.

  • 28 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q3 2023, up from 27 in Q2 2023.
  • Funds reported $10.2M of Invesco S&P Spin-Off ETF stock for Q3 2023, down 3.3% quarter-over-quarter.
  • 1 fund opened new Invesco S&P Spin-Off ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
  • The largest Invesco S&P Spin-Off ETF buyer in Q3 2023 was IMC Chicago, an estimated $750K added.
  • The largest Invesco S&P Spin-Off ETF seller in Q3 2023 was Susquehanna International Group, an estimated $549K sold.

Based on aggregated 13F filings for Q3 2023.