Invesco S&P Spin-Off ETF
CSD
64 hedge funds and large institutions have $278M invested in Invesco S&P Spin-Off ETF in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 4 closing their positions.
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
102% more capital invested
Capital invested by funds: $138M → $278M (+$140M)
39% more funds holding
Funds holding: 46 → 64 (+18)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% less ownership
Funds ownership: 41.21% → 37.21% (-4%)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$28.7M |
| 2 |
Morgan Stanley
New York
|
+$19.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.7M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
+$11.6M |
| 5 |
AIG
American International Group
New York
|
+$7.91M |
Top Sellers
| 1 |
Barclays
London,
United Kingdom
|
-$1.84M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.2M |
| 3 |
Jane Street
New York
|
-$745K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$613K |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$382K |
CSD Hedge Fund Activity: Q4 2013 in Review
64 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2013, worth a combined $278M — up 102% from $138M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CSD positions and 4 closed out — a net gain of 19 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $28.7M. The largest seller was Barclays, exiting entirely with an estimated $1.84M sold.
- 64 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2013, up from 46 in Q3 2013.
- Funds reported $278M of Invesco S&P Spin-Off ETF stock for Q4 2013, up 102% quarter-over-quarter.
- 23 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2013 and 4 closed out, a net change of +19 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2013 was Goldman Sachs, an estimated $28.7M added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2013 was Barclays, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2013.