Invesco S&P Spin-Off ETF
CSD
31 hedge funds and large institutions have $16.2M invested in Invesco S&P Spin-Off ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 8 closing their positions.
3.6% less ownership
Funds ownership: 30.36% → 26.76% (-3.6%)
5% less capital invested
Capital invested by funds: $17M → $16.2M (-$892K)
16% less funds holding
Funds holding: 37 → 31 (-6)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
+$328K |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$224K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$166K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$40.3K |
| 5 |
Morgan Stanley
New York
|
+$6.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$916K |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$863K |
| 3 |
LPL Financial
San Diego,
California
|
-$851K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$731K |
| 5 |
Jane Street
New York
|
-$458K |
CSD Hedge Fund Activity: Q2 2020 in Review
31 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q2 2020, worth a combined $16.2M — down 5.2% from $17M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CSD and 2 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 5 added.
The largest buyer was Northwest Bancshares, opening a new position worth an estimated $328K. The largest seller was Geneos Wealth Management, cutting an estimated $916K.
- 31 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q2 2020, down from 37 in Q1 2020.
- Funds reported $16.2M of Invesco S&P Spin-Off ETF stock for Q2 2020, down 5.2% quarter-over-quarter.
- 2 funds opened new Invesco S&P Spin-Off ETF positions in Q2 2020 and 8 closed out, a net change of -6 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q2 2020 was Northwest Bancshares, an estimated $328K added.
- The largest Invesco S&P Spin-Off ETF seller in Q2 2020 was Geneos Wealth Management, an estimated $916K sold.
Based on aggregated 13F filings for Q2 2020.