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Invesco S&P Spin-Off ETF

32 hedge funds and large institutions have $18.5M invested in Invesco S&P Spin-Off ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$5.5M 84,676 -2,725 -3%
Bank of America
2
Bank of America
North Carolina
$1.51M 23,931 +819 +4%
Wells Fargo
3
Wells Fargo
California
$1.37M 21,758 +2,044 +10%
Citadel Advisors
4
Citadel Advisors
Florida
$1.24M 19,634 +12,223 +165%
PFC
5
Phocas Financial Corp
California
$1.21M 19,251 +19,251 New
IFWM
6
Institute for Wealth Management
Colorado
$1.16M 18,366 -90 -0.5%
AR
7
Advisory Research
Illinois
$1.13M 17,980 -18,218 -50%
UBS Group
8
UBS Group
Switzerland
$664K 10,554 -1,753 -14%
OAM
9
Occidental Asset Management
California
$629K 10,000
PAM
10
Peak Asset Management
Colorado
$620K 9,853 +36 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$552K 8,779 +1,518 +21%
Morgan Stanley
12
Morgan Stanley
New York
$548K 8,720 +513 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$417K 6,635 -328 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$374K 5,933 +849 +17%
LPL Financial
15
LPL Financial
California
$340K 5,412 +5,412 New
HighTower Advisors
16
HighTower Advisors
Illinois
$291K 4,599 -115 -2%
RJA
17
Raymond James & Associates
Florida
$288K 4,579 +463 +11%
NB
18
Northwest Bancshares
Pennsylvania
$247K 3,932 -3,588 -48%
Citigroup
19
Citigroup
New York
$141K 2,250 -115 -5%
TWM
20
Tradition Wealth Management
Minnesota
$48K 757 +7 +0.9%
SWM
21
Spire Wealth Management
Virginia
$38K 600 +600 New
GWM
22
Geneos Wealth Management
Colorado
$37K 582
AP
23
Advisors Preferred
Maryland
$32K 505 +505 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$31K 500
William Blair & Company
25
William Blair & Company
Illinois
$26K 410