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Invesco S&P Spin-Off ETF
CSD

36 hedge funds and large institutions have $95.6M invested in Invesco S&P Spin-Off ETF in 2013 Q2 according to their latest regulatory filings, with 36 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

48.82% more ownership

Funds ownership: 0% → 48.82% (+49%)

Holders
36
Holders Change
+36
Holders Change %
–
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Brinker Capital
Pennsylvania
$23.5M +$23M +636,231 New
Morgan Stanley
2
Morgan Stanley
New York
$18.6M +$18.3M +504,948 New
NCM
3
Niemann Capital Management
Nevada
$8.63M +$8.47M +233,804 New
MCC
4
Mid Continent Capital
Illinois
$7.89M +$7.74M +213,775 New
Wells Fargo
5
Wells Fargo
California
$5.96M +$5.85M +161,531 New
Bank of America
6
Bank of America
North Carolina
$3.88M +$3.8M +104,969 New
CWM
7
Cabot Wealth Management
Massachusetts
$2.89M +$2.84M +78,357 New
CIBC World Market
8
CIBC World Market
Ontario, Canada
$2.83M +$2.78M +76,721 New
BCI
9
Brinker Capital Investments
Pennsylvania
$2.77M +$2.72M +75,000 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.13M +$2.09M +57,622 New
VFS
11
VSR Financial Services
Kansas
$1.97M +$1.93M +53,323 New
U
12
UBS
Switzerland
$1.9M +$1.86M +51,398 New
SI
13
Stephens Inc
Arkansas
$1.87M +$1.83M +50,575 New
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$1.39M +$1.36M +37,500 New
CS
15
Credit Suisse
Switzerland
$1.31M +$1.29M +35,521 New
RJA
16
Raymond James & Associates
Florida
$1.03M +$1.01M +27,893 New
CWM
17
Concert Wealth Management
California
$982K +$963K +26,588 New
B
18
Baird
Wisconsin
$861K +$844K +23,317 New
RC
19
Roundview Capital
New Jersey
$824K +$808K +22,300 New
Citigroup
20
Citigroup
New York
$598K +$586K +16,193 New
LPL Financial
21
LPL Financial
California
$460K +$451K +12,452 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$455K +$447K +12,331 New
PFC
23
Phocas Financial Corp
California
$452K +$444K +12,250 New
RFC
24
Regions Financial Corp
Alabama
$399K +$391K +10,800 New
AIG
25
American International Group
New York
$358K +$352K +9,706 New
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