Invesco S&P Spin-Off ETF
CSD
33 hedge funds and large institutions have $18.6M 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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
10% more funds holding
Funds holding: 30 → 33 (+3)
4% more capital invested
Capital invested by funds: $17.9M → $18.6M (+$690K)
0.2% more ownership
Funds ownership: 24.35% → 24.55% (+0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$1.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$740K |
| 3 |
LPL Financial
San Diego,
California
|
+$328K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$124K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$91.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$1.16M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$1.1M |
| 3 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$217K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$165K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$106K |
CSD Hedge Fund Activity: Q1 2021 in Review
33 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2021, worth a combined $18.6M — up 3.9% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CSD positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Phocas Financial Corp, opening a new position worth an estimated $1.17M. The largest seller was IMC Chicago, exiting entirely with an estimated $1.16M sold.
- 33 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2021, up from 30 in Q4 2020.
- Funds reported $18.6M of Invesco S&P Spin-Off ETF stock for Q1 2021, up 3.9% quarter-over-quarter.
- 6 funds opened new Invesco S&P Spin-Off ETF positions in Q1 2021 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q1 2021 was Phocas Financial Corp, an estimated $1.17M added.
- The largest Invesco S&P Spin-Off ETF seller in Q1 2021 was IMC Chicago, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2021.