CSD icon

Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

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.

Holders
36
Holders Change
+36
Holders Change %
–
% of All Funds
1.18%
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

1
BC
1
Brinker Capital
Pennsylvania
$23.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.6M
3
NCM
3
Niemann Capital Management
Nevada
$8.63M
4
MCC
4
Mid Continent Capital
Illinois
$7.9M
5
Wells Fargo
5
Wells Fargo
California
$5.97M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brinker Capital
Pennsylvania
$23.5M 636,231 +636,231 New
Morgan Stanley
2
Morgan Stanley
New York
$18.6M 504,948 +504,948 New
NCM
3
Niemann Capital Management
Nevada
$8.63M 233,804 +233,804 New
MCC
4
Mid Continent Capital
Illinois
$7.9M 213,775 +213,775 New
Wells Fargo
5
Wells Fargo
California
$5.97M 161,531 +161,531 New
Bank of America
6
Bank of America
North Carolina
$3.88M 104,969 +104,969 New
CWM
7
Cabot Wealth Management
Massachusetts
$2.89M 78,357 +78,357 New
CIBC World Market
8
CIBC World Market
Ontario, Canada
$2.83M 76,721 +76,721 New
BCI
9
Brinker Capital Investments
Pennsylvania
$2.77M 75,000 +75,000 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.13M 57,622 +57,622 New
VFS
11
VSR Financial Services
Kansas
$1.97M 53,323 +53,323 New
U
12
UBS
Switzerland
$1.9M 51,398 +51,398 New
SI
13
Stephens Inc
Arkansas
$1.87M 50,575 +50,575 New
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$1.39M 37,500 +37,500 New
CS
15
Credit Suisse
Switzerland
$1.31M 35,521 +35,521 New
RJA
16
Raymond James & Associates
Florida
$1.03M 27,893 +27,893 New
CWM
17
Concert Wealth Management
California
$982K 26,588 +26,588 New
B
18
Baird
Wisconsin
$861K 23,317 +23,317 New
RC
19
Roundview Capital
New Jersey
$824K 22,300 +22,300 New
Citigroup
20
Citigroup
New York
$598K 16,193 +16,193 New
LPL Financial
21
LPL Financial
California
$460K 12,452 +12,452 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$455K 12,331 +12,331 New
PFC
23
Phocas Financial Corp
California
$452K 12,250 +12,250 New
RFC
24
Regions Financial Corp
Alabama
$399K 10,800 +10,800 New
AIG
25
American International Group
New York
$358K 9,706 +9,706 New
1
2