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Invesco S&P Spin-Off ETF

34 hedge funds and large institutions have $16.8M invested in Invesco S&P Spin-Off ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$4.95M 83,305 -170 -0.2%
Wells Fargo
2
Wells Fargo
California
$1.55M 24,900 +2,974 +14%
Bank of America
3
Bank of America
North Carolina
$1.33M 21,404 -1,615 -7%
PFC
4
Phocas Financial Corp
California
$1.2M 19,251
IFWM
5
Institute for Wealth Management
Colorado
$1.14M 18,366
Morgan Stanley
6
Morgan Stanley
New York
$1.11M 17,921 +9,250 +107%
AR
7
Advisory Research
Illinois
$896K 14,415 -3,411 -19%
OAM
8
Occidental Asset Management
California
$622K 10,000
PAM
9
Peak Asset Management
Colorado
$613K 9,853
UBS Group
10
UBS Group
Switzerland
$572K 9,200 +73 +0.8%
Citadel Advisors
11
Citadel Advisors
Florida
$454K 7,302 +1,574 +27%
LPL Financial
12
LPL Financial
California
$425K 6,841 +282 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$388K 6,254 -218 -3%
RJA
14
Raymond James & Associates
Florida
$372K 5,977 -100 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$311K 4,995 +20 +0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$308K 4,937 -134 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$139K 2,236 -802 -26%
WPWM
18
Western Pacific Wealth Management
Illinois
$93K 1,500 +1,500 New
SPIA
19
Steward Partners Investment Advisory
New York
$78K 1,258
TWM
20
Tradition Wealth Management
Minnesota
$47K 757
SWM
21
Spire Wealth Management
Virginia
$37K 600
GWM
22
Geneos Wealth Management
Colorado
$36K 582
RPCONE
23
Retirement Planning Company of New England
Rhode Island
$35K 575 +575 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$31K 500
William Blair & Company
25
William Blair & Company
Illinois
$26K 410