Invesco S&P Spin-Off ETF
CSD
45 hedge funds and large institutions have $58.5M invested in Invesco S&P Spin-Off ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 10 closing their positions.
10.26% more ownership
Funds ownership: 29.64% → 39.9% (+10%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
4% less funds holding
Funds holding: 47 → 45 (-2)
5% less capital invested
Capital invested by funds: $61.7M → $58.5M (-$3.25M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| 1 |
WMG
WESCAP Management Group
Glendale,
California
|
+$4.11M |
| 2 |
JP Morgan Chase
New York
|
+$2.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.85M |
| 4 |
Jane Street
New York
|
+$1.71M |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$1.3M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$702K |
| 2 |
SG Americas Securities
New York
|
-$519K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$407K |
| 4 |
Morgan Stanley
New York
|
-$369K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$331K |
CSD Hedge Fund Activity: Q4 2018 in Review
45 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2018, worth a combined $58.5M — down 5.3% from $61.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CSD and 8 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 13 added.
The largest buyer was WESCAP Management Group, opening a new position worth an estimated $4.11M. The largest seller was Ameriprise, exiting entirely with an estimated $702K sold.
- 45 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2018, down from 47 in Q3 2018.
- Funds reported $58.5M of Invesco S&P Spin-Off ETF stock for Q4 2018, down 5.3% quarter-over-quarter.
- 8 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2018 and 10 closed out, a net change of -2 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2018 was WESCAP Management Group, an estimated $4.11M added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2018 was Ameriprise, an estimated $702K sold.
Based on aggregated 13F filings for Q4 2018.