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Invesco S&P Spin-Off ETF
CSD
CSD
76 hedge funds and large institutions have $304M invested in Invesco S&P Spin-Off ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more funds holding
Funds holding: 64 → 76 (+12)
9% more capital invested
Capital invested by funds: $278M → $304M (+$25.8M)
0.55% less ownership
Funds ownership: 37.21% → 36.66% (-0.55%)
Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
18
Increased
37
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$23M |
| 2 |
Morgan Stanley
New York
|
-$2.54M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.51M |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
-$1.15M |
| 5 |
RC
Roundview Capital
Princeton,
New Jersey
|
-$977K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
76
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
|
SI
77
Stephens Inc
Little Rock,
Arkansas
| – | -$2.51M | -55,835 | Closed |
|
|
B
78
Baird
Milwaukee,
Wisconsin
| – | -$1.15M | -25,467 | Closed |
|
|
RC
79
Roundview Capital
Princeton,
New Jersey
| – | -$977K | -21,700 | Closed |
|
80
SG Americas Securities
New York
| – | -$419K | -9,300 | Closed |
|
|
SI
81
SII Investments
Appleton,
Wisconsin
| – | -$306K | -6,723 | Closed |
|
|
LWA
82
Lenox Wealth Advisors
New York
| – | -$8K | -176 | Closed |
|