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Invesco S&P Spin-Off ETF

32 hedge funds and large institutions have $17.2M invested in Invesco S&P Spin-Off ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$5.47M 84,664 -12 -0%
Bank of America
2
Bank of America
North Carolina
$1.52M 23,519 -412 -2%
Wells Fargo
3
Wells Fargo
California
$1.4M 21,613 -145 -0.7%
PFC
4
Phocas Financial Corp
California
$1.24M 19,251
IFWM
5
Institute for Wealth Management
Colorado
$1.19M 18,366
AR
6
Advisory Research
Illinois
$1.16M 17,905 -75 -0.4%
OAM
7
Occidental Asset Management
California
$645K 10,000
PAM
8
Peak Asset Management
Colorado
$636K 9,853
UBS Group
9
UBS Group
Switzerland
$608K 9,415 -1,139 -11%
Morgan Stanley
10
Morgan Stanley
New York
$557K 8,627 -93 -1%
RJA
11
Raymond James & Associates
Florida
$424K 6,577 +1,998 +44%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$417K 6,472 -163 -2%
LPL Financial
13
LPL Financial
California
$397K 6,151 +739 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$383K 5,933
HighTower Advisors
15
HighTower Advisors
Illinois
$323K 4,975 +376 +8%
NB
16
Northwest Bancshares
Pennsylvania
$208K 3,229 -703 -18%
Citigroup
17
Citigroup
New York
$151K 2,343 +93 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$113K 1,751 -7,028 -80%
SPIA
19
Steward Partners Investment Advisory
New York
$81K 1,258 +917 +269%
TWM
20
Tradition Wealth Management
Minnesota
$49K 757
PGWM
21
Parisi Gray Wealth Management
New Jersey
$41K 641 +641 New
SWM
22
Spire Wealth Management
Virginia
$39K 600
GWM
23
Geneos Wealth Management
Colorado
$37K 582
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$32K 500
William Blair & Company
25
William Blair & Company
Illinois
$26K 410