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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

93 hedge funds and large institutions have $212M invested in Invesco S&P Spin-Off ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
93
Holders Change
+12
Holders Change %
+14.81%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
20
Increased
24
Reduced
35
Closed
6
Calls
–
Puts
$426K
Net Calls
-$426K
Net Calls Change
+$93K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.34M
2
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$672K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$635K
4
Deutsche Bank
4
Deutsche Bank
Germany
$642K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.2M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$6.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.4M
3
LPL Financial
3
LPL Financial
California
$2.29M
4
CS
4
Credit Suisse
Switzerland
$5.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$428K -$538 -12 -0.1%
RIL
52
Rothschild Investment LLC
Illinois
$417K -$95.6K -2,133 -19%
RFC
53
Regions Financial Corp
Alabama
$412K – – –
PG
54
Patten Group
Tennessee
$357K +$357K +7,975 New
JWBC
55
J.W. Burns & Co
New York
$345K -$17.4K -389 -5%
GLA
56
Great Lakes Advisors
Illinois
$317K -$113K -2,525 -26%
CAN
57
Cetera Advisor Networks
California
$315K -$9.28K -208 -3%
MIAN
58
Mariner Independent Advisor Network
Kansas
$300K -$329K -7,355 -52%
GJIC
59
Gamble Jones Investment Counsel
California
$275K +$224 +5 +0.1%
AR
60
Advisory Research
Illinois
$272K – – –
YP
61
Yellowstone Partners
Idaho
$269K +$44.8K +1,000 +20%
Ameriprise
62
Ameriprise
Minnesota
$252K -$408K -9,102 -62%
SB
63
Suntrust Banks
Georgia
$246K -$1.02M -22,891 -81%
BBA
64
BLB&B Advisors
Pennsylvania
$238K – – –
HFS
65
HL Financial Services
Kentucky
$218K – – –
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$161K -$40K -895 -20%
MM
67
Midas Management
New York
$134K +$134K +3,000 New
VNA
68
Valley National Advisers
Pennsylvania
$96K +$96K +2,125 New
GT
69
Glenmede Trust
Pennsylvania
$62K – – –
DSC
70
Duncker Streett & Co
Missouri
$60K – – –
MFS
71
MSI Financial Services
Massachusetts
$59K -$4.68K -105 -7%
GWA
72
Genesis Wealth Advisors
Massachusetts
$55K +$55K +1,166 New
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$42K -$181 -4 -0.4%
MCM
74
Manchester Capital Management
Vermont
$36K +$36K +800 New
WA
75
WFG Advisors
Texas
$32K +$28.7K +645 +872%
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