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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 %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$28K – – –
BRWM
77
B. Riley Wealth Management
Tennessee
$27K – – –
OIA
78
Optimum Investment Advisors
Illinois
$22K – – –
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$16K +$13.3K +296 +493%
WRM
80
Westport Resources Management
Connecticut
$13K – – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$11K -$60.7K -1,380 -85%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +233 New
RC
83
RegentAtlantic Capital
New Jersey
$8.29K +$8.29K +185 New
MA
84
MCF Advisors
Kentucky
$7K – – –
US Bancorp
85
US Bancorp
Minnesota
$6K +$6K +135 New
PMFA
86
Plante Moran Financial Advisors
Michigan
$5K +$5K +101 New
MWP
87
MYCIO Wealth Partners
Pennsylvania
$5K +$5K +115 New
NPC
88
National Planning Corporation
California
$4.46K +$4.46K +100 New
Bessemer Group
89
Bessemer Group
New Jersey
$4K +$4K +90 New
RIA
90
Regal Investment Advisors
Michigan
$3K -$98 -2 -3%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$2K – – –
BRWA
92
B. Riley Wealth Advisors
Florida
$9 +$9 +204 New
AWA
93
Arete Wealth Advisors
Illinois
– -$322K -7,144 Closed
Creative Planning
94
Creative Planning
Kansas
– -$180K -4,000 Closed
FHA
95
First Horizon Advisors
Tennessee
– -$117K -2,590 Closed
NFG
96
Next Financial Group
Texas
– -$50K -1,118 Closed
TFA
97
Transamerica Financial Advisors
Florida
– -$15K -331 Closed
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
– -$993 -22 Closed
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