Invesco S&P Spin-Off ETF
CSD
76 hedge funds and large institutions have $283M invested in Invesco S&P Spin-Off ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more funds holding
Funds holding: 64 → 76 (+12)
7% more capital invested
Capital invested by funds: $264M → $283M (+$18.9M)
0.55% less ownership
Funds ownership: 37.21% → 36.66% (-0.55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$7.48M |
| 2 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$5.55M |
| 3 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
+$5.33M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$23M |
| 2 |
Morgan Stanley
New York
|
-$2.54M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.51M |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
-$1.15M |
| 5 |
RC
Roundview Capital
Princeton,
New Jersey
|
-$977K |
CSD Hedge Fund Activity: Q1 2014 in Review
76 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2014, worth a combined $283M — up 7.2% from $264M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CSD positions and 6 closed out — a net gain of 12 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was Aviance Capital Management, adding an estimated $7.48M. The largest seller was Goldman Sachs, cutting an estimated $23M.
- 76 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2014, up from 64 in Q4 2013.
- Funds reported $283M of Invesco S&P Spin-Off ETF stock for Q1 2014, up 7.2% quarter-over-quarter.
- 18 funds opened new Invesco S&P Spin-Off ETF positions in Q1 2014 and 6 closed out, a net change of +12 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q1 2014 was Aviance Capital Management, an estimated $7.48M added.
- The largest Invesco S&P Spin-Off ETF seller in Q1 2014 was Goldman Sachs, an estimated $23M sold.
Based on aggregated 13F filings for Q1 2014.