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Invesco S&P Spin-Off ETF

29 hedge funds and large institutions have $17.8M invested in Invesco S&P Spin-Off ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$5.19M 87,401 -1,147 -1%
AR
2
Advisory Research
Illinois
$2.01M 36,198 +18,004 +99%
Bank of America
3
Bank of America
North Carolina
$1.28M 23,112 +4,070 +21%
IMC Chicago
4
IMC Chicago
Illinois
$1.16M 20,835 +9,104 +78%
Wells Fargo
5
Wells Fargo
California
$1.09M 19,714 +487 +3%
PFC
6
Phocas Financial Corp
California
IFWM
7
Institute for Wealth Management
Colorado
$1.02M 18,456 -1,216 -6%
UBS Group
8
UBS Group
Switzerland
$683K 12,307 -1,774 -13%
OAM
9
Occidental Asset Management
California
$554K 10,000
PAM
10
Peak Asset Management
Colorado
$544K 9,817
Morgan Stanley
11
Morgan Stanley
New York
$455K 8,207 -15,893 -66%
NB
12
Northwest Bancshares
Pennsylvania
$417K 7,520 -921 -11%
Citadel Advisors
13
Citadel Advisors
Florida
$411K 7,411 -24,185 -77%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$402K 7,261 -13,143 -64%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$386K 6,963 -122 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$281K 5,084 -1,414 -22%
HighTower Advisors
17
HighTower Advisors
Illinois
$260K 4,714 +4,714 New
RJA
18
Raymond James & Associates
Florida
$228K 4,116 +4,116 New
Citigroup
19
Citigroup
New York
$131K 2,365
BBHC
20
Brown Brothers Harriman & Co
New York
$55K 1,000
RCA
21
Rowland Carmichael Advisors
Arizona
$43K 775
TWM
22
Tradition Wealth Management
Minnesota
$42K 750 +750 New
GWM
23
Geneos Wealth Management
Colorado
$36K 582 -536 -48%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$28K 500
William Blair & Company
25
William Blair & Company
Illinois
$23K 410