Invesco S&P Spin-Off ETF
CSD
50 hedge funds and large institutions have $60.3M invested in Invesco S&P Spin-Off ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
14% more funds holding
Funds holding: 44 → 50 (+6)
3% more capital invested
Capital invested by funds: $58.5M → $60.3M (+$1.81M)
0.74% more ownership
Funds ownership: 27.61% → 28.35% (+0.74%)
27% less call options, than puts
Call options by funds: $201K | Put options by funds: $277K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$10.6M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$8.66M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.86M |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$1.81M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$1,000K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.8M |
| 2 |
WMG
WESCAP Management Group
Glendale,
California
|
-$6.37M |
| 3 |
Goldman Sachs
New York
|
-$2.63M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$942K |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$723K |
CSD Hedge Fund Activity: Q2 2018 in Review
50 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q2 2018, worth a combined $60.3M — up 3.1% from $58.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CSD positions and 6 closed out — a net gain of 6 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $10.6M. The largest seller was Wells Fargo, cutting an estimated $13.8M.
- 50 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q2 2018, up from 44 in Q1 2018.
- Funds reported $60.3M of Invesco S&P Spin-Off ETF stock for Q2 2018, up 3.1% quarter-over-quarter.
- 12 funds opened new Invesco S&P Spin-Off ETF positions in Q2 2018 and 6 closed out, a net change of +6 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $10.6M added.
- The largest Invesco S&P Spin-Off ETF seller in Q2 2018 was Wells Fargo, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2018.