Invesco S&P Spin-Off ETF
CSD
46 hedge funds and large institutions have $138M invested in Invesco S&P Spin-Off ETF in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 3 closing their positions.
380% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 5
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
44% more capital invested
Capital invested by funds: $95.6M → $138M (+$42.4M)
28% more funds holding
Funds holding: 36 → 46 (+10)
7.62% less ownership
Funds ownership: 48.82% → 41.21% (-7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.21M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$4.82M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$3.57M |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$3.11M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.13M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$1.39M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$633K |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$458K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$200K |
CSD Hedge Fund Activity: Q3 2013 in Review
46 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q3 2013, worth a combined $138M — up 44% from $95.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CSD positions and 3 closed out — a net gain of 10 holders — while 24 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.21M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.13M sold.
- 46 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q3 2013, up from 36 in Q2 2013.
- Funds reported $138M of Invesco S&P Spin-Off ETF stock for Q3 2013, up 44% quarter-over-quarter.
- 13 funds opened new Invesco S&P Spin-Off ETF positions in Q3 2013 and 3 closed out, a net change of +10 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q3 2013 was Morgan Stanley, an estimated $6.21M added.
- The largest Invesco S&P Spin-Off ETF seller in Q3 2013 was Susquehanna International Group, an estimated $2.13M sold.
Based on aggregated 13F filings for Q3 2013.