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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

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.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WMG
1
WESCAP Management Group
California
$3.61M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.62M
4
Jane Street
4
Jane Street
New York
$1.8M
5
IFWM
5
Institute for Wealth Management
Colorado
$1.14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$3.48M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.38M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$6.75M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.2M 310,875 +60,204 +24%
CPIG
2
Chicago Partners Investment Group
Illinois
$6.75M 147,666 -6,862 -4%
NCMW
3
Northern Capital Management (Wisconsin)
Wisconsin
$3.8M 89,720 +3,215 +4%
WMG
4
WESCAP Management Group
California
$3.61M 85,146 +85,146 New
Bank of America
5
Bank of America
North Carolina
$3.48M 82,214 -8,429 -9%
Morgan Stanley
6
Morgan Stanley
New York
$3.38M 79,821 -7,638 -9%
BTS
7
BB&T Securities
Virginia
$2.92M 69,050 -2,284 -3%
Wells Fargo
8
Wells Fargo
California
$2.73M 64,459 +4,193 +7%
UBS Group
9
UBS Group
Switzerland
$2.17M 51,240 +12,318 +32%
Jane Street
10
Jane Street
New York
$1.8M 42,501 +35,371 +496%
Citadel Advisors
11
Citadel Advisors
Florida
$1.62M 38,299 +38,299 New
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$1.45M 34,244 -26 -0.1%
PFC
13
Phocas Financial Corp
California
– – – –
LPL Financial
14
LPL Financial
California
$1.32M 31,065 +337 +1%
FANJ
15
Financial Architects (New Jersey)
New Jersey
$1.19M 28,022 -4,006 -13%
IFWM
16
Institute for Wealth Management
Colorado
$1.14M 26,932 +26,932 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$988K 23,323 +6,989 +43%
AR
18
Advisory Research
Illinois
$781K 18,443 – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$608K 14,353 -517 -3%
OAM
20
Occidental Asset Management
California
$597K 14,100 – –
MML Investors Services
21
MML Investors Services
Massachusetts
$545K 12,857 -306 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$464K 10,973 +2,225 +25%
PAM
23
Peak Asset Management
Colorado
$463K 10,925 -4,009 -27%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$409K 9,659 +3,103 +47%
RJA
25
Raymond James & Associates
Florida
$365K 8,605 -1,041 -11%
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