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Invesco S&P Spin-Off ETF

58 hedge funds and large institutions have $91.1M invested in Invesco S&P Spin-Off ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.76% less ownership

Funds ownership: 40.53%37.77% (-2.8%)

22% less funds holding

Funds holding: 7458 (-16)

26% less capital invested

Capital invested by funds: $124M → $91.1M (-$32.8M)

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 34

84% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 19

Holders
58
Holders Change
-16
Holders Change %
-21.62%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change

CSD Hedge Fund Activity: Q1 2016 in Review

58 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2016, worth a combined $91.1M — down 26% from $124M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CSD and 3 opened new positions — a net loss of 16 holders — while 34 trimmed existing stakes and 9 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.06M. The largest seller was Morgan Stanley, cutting an estimated $7.36M.

  • 58 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2016, down from 74 in Q4 2015.
  • Funds reported $91.1M of Invesco S&P Spin-Off ETF stock for Q1 2016, down 26% quarter-over-quarter.
  • 3 funds opened new Invesco S&P Spin-Off ETF positions in Q1 2016 and 19 closed out, a net change of -16 holders.
  • The largest Invesco S&P Spin-Off ETF buyer in Q1 2016 was Susquehanna International Group, an estimated $2.06M added.
  • The largest Invesco S&P Spin-Off ETF seller in Q1 2016 was Morgan Stanley, an estimated $7.36M sold.

Based on aggregated 13F filings for Q1 2016.