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Invesco S&P Spin-Off ETF

31 hedge funds and large institutions have $16.8M invested in Invesco S&P Spin-Off ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$5.41M 83,475 -1,189 -1%
Bank of America
2
Bank of America
North Carolina
$1.45M 23,019 -500 -2%
Wells Fargo
3
Wells Fargo
California
$1.38M 21,926 +313 +1%
PFC
4
Phocas Financial Corp
California
$1.21M 19,251
IFWM
5
Institute for Wealth Management
Colorado
$1.15M 18,366
AR
6
Advisory Research
Illinois
$1.12M 17,826 -79 -0.4%
OAM
7
Occidental Asset Management
California
$629K 10,000
PAM
8
Peak Asset Management
Colorado
$619K 9,853
UBS Group
9
UBS Group
Switzerland
$574K 9,127 -288 -3%
Morgan Stanley
10
Morgan Stanley
New York
$545K 8,671 +44 +0.5%
LPL Financial
11
LPL Financial
California
$412K 6,559 +408 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$406K 6,472
RJA
13
Raymond James & Associates
Florida
$382K 6,077 -500 -8%
Citadel Advisors
14
Citadel Advisors
Florida
$360K 5,728 +5,728 New
Osaic Holdings
15
Osaic Holdings
Arizona
$320K 5,071 -862 -15%
HighTower Advisors
16
HighTower Advisors
Illinois
$314K 4,975
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$191K 3,038 +1,287 +74%
SPIA
18
Steward Partners Investment Advisory
New York
$79K 1,258
TWM
19
Tradition Wealth Management
Minnesota
$48K 757
SWM
20
Spire Wealth Management
Virginia
$38K 600
GWM
21
Geneos Wealth Management
Colorado
$37K 582
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$31K 500
William Blair & Company
23
William Blair & Company
Illinois
$26K 410
Citigroup
24
Citigroup
New York
$21K 337 -2,006 -86%
AA
25
Ancora Advisors
Ohio
$9K 150