CSD icon

Invesco S&P Spin-Off ETF

28 hedge funds and large institutions have $15.3M invested in Invesco S&P Spin-Off ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$4.06M 88,548 -9,522 -10%
Citadel Advisors
2
Citadel Advisors
Florida
$1.37M 31,596 +8,378 +36%
Morgan Stanley
3
Morgan Stanley
New York
$1.05M 24,100 -4,222 -15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$887K 20,404 +10,239 +101%
PFC
5
Phocas Financial Corp
California
IFWM
6
Institute for Wealth Management
Colorado
$854K 19,672 -686 -3%
Wells Fargo
7
Wells Fargo
California
$835K 19,227 -371 -2%
Bank of America
8
Bank of America
North Carolina
$827K 19,042 -463 -2%
AR
9
Advisory Research
Illinois
$790K 18,194 -249 -1%
UBS Group
10
UBS Group
Switzerland
$612K 14,081 +356 +3%
IMC Chicago
11
IMC Chicago
Illinois
$509K 11,731 -25,993 -69%
OAM
12
Occidental Asset Management
California
$434K 10,000
PAM
13
Peak Asset Management
Colorado
$426K 9,817
NB
14
Northwest Bancshares
Pennsylvania
$367K 8,441 -1,055 -11%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$336K 7,733 -39,583 -84%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$307K 7,085 -260 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$283K 6,498 -1,180 -15%
WMG
18
WESCAP Management Group
California
$213K 4,913 -450 -8%
Citigroup
19
Citigroup
New York
$103K 2,365 -6 -0.3%
GWM
20
Geneos Wealth Management
Colorado
$47K 1,118
BBHC
21
Brown Brothers Harriman & Co
New York
$43K 1,000
RCA
22
Rowland Carmichael Advisors
Arizona
$34K 775 -560 -42%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$22K 500
William Blair & Company
24
William Blair & Company
Illinois
$18K 410 -350 -46%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$9K 135