Invesco S&P Spin-Off ETF
CSD
46 hedge funds and large institutions have $60.3M invested in Invesco S&P Spin-Off ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more capital invested
Capital invested by funds: $58.6M → $60.3M (+$1.66M)
0% more funds holding
Funds holding: 46 → 46 (0)
0.69% less ownership
Funds ownership: 39.99% → 39.29% (-0.69%)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$699K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$489K |
| 4 |
Jane Street
New York
|
+$166K |
| 5 |
LPL Financial
San Diego,
California
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$2.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.19M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$485K |
| 4 |
JP Morgan Chase
New York
|
-$275K |
| 5 |
WMG
WESCAP Management Group
Glendale,
California
|
-$261K |
CSD Hedge Fund Activity: Q1 2019 in Review
46 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2019, worth a combined $60.3M — up 2.8% from $58.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSD positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $1.55M. The largest seller was BB&T Securities, exiting entirely with an estimated $2.92M sold.
- 46 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $60.3M of Invesco S&P Spin-Off ETF stock for Q1 2019, up 2.8% quarter-over-quarter.
- 7 funds opened new Invesco S&P Spin-Off ETF positions in Q1 2019 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P Spin-Off ETF buyer in Q1 2019 was Kovitz Investment Group Partners, an estimated $1.55M added.
- The largest Invesco S&P Spin-Off ETF seller in Q1 2019 was BB&T Securities, an estimated $2.92M sold.
Based on aggregated 13F filings for Q1 2019.