Invesco S&P Spin-Off ETF
CSD
43 hedge funds and large institutions have $32.3M invested in Invesco S&P Spin-Off ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 42 → 43 (+1)
9.34% less ownership
Funds ownership: 39.01% → 29.67% (-9.3%)
32% less capital invested
Capital invested by funds: $47.6M → $32.3M (-$15.3M)
75% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$1.18M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$102K |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$48.1K |
| 4 |
LPL Financial
San Diego,
California
|
+$30.8K |
| 5 |
DY
Dowling & Yahnke
San Diego,
California
|
+$25.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$1.24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$516K |
CSD Hedge Fund Activity: Q4 2019 in Review
43 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2019, worth a combined $32.3M — down 32% from $47.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CSD positions and 6 closed out — a net gain of 1 holder — while 4 added to existing stakes and 16 trimmed.
The largest buyer was IMC Chicago, adding an estimated $1.18M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $13.6M sold.
- 43 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2019, up from 42 in Q3 2019.
- Funds reported $32.3M of Invesco S&P Spin-Off ETF stock for Q4 2019, down 32% quarter-over-quarter.
- 7 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2019 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2019 was IMC Chicago, an estimated $1.18M added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2019 was JP Morgan Chase, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2019.