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Invesco S&P Spin-Off ETF

34 hedge funds and large institutions have $17.7M invested in Invesco S&P Spin-Off ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$4.51M 81,218 -2,087 -3%
IMC Chicago
2
IMC Chicago
Illinois
$2.3M 38,219 +38,219 New
Wells Fargo
3
Wells Fargo
California
$1.53M 25,430 +530 +2%
IFWM
4
Institute for Wealth Management
Colorado
$1.1M 18,366
Morgan Stanley
5
Morgan Stanley
New York
$1.04M 17,375 -546 -3%
Bank of America
6
Bank of America
North Carolina
$946K 15,747 -5,657 -26%
AR
7
Advisory Research
Illinois
$866K 14,415
PFC
8
Phocas Financial Corp
California
$812K 13,515 -5,736 -30%
UBS Group
9
UBS Group
Switzerland
$700K 11,651 +2,451 +27%
OAM
10
Occidental Asset Management
California
$601K 10,000
PAM
11
Peak Asset Management
Colorado
$594K 9,880 +27 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$373K 6,221 -33 -0.5%
Citadel Advisors
13
Citadel Advisors
Florida
$321K 5,342 -1,960 -27%
RJA
14
Raymond James & Associates
Florida
$319K 5,313 -664 -11%
HighTower Advisors
15
HighTower Advisors
Illinois
$300K 4,995
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$275K 4,581 +4,581 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$268K 4,456 +2,220 +99%
Osaic Holdings
18
Osaic Holdings
Arizona
$259K 4,689 -248 -5%
LPL Financial
19
LPL Financial
California
$241K 4,017 -2,824 -41%
WPWM
20
Western Pacific Wealth Management
Illinois
$90K 1,500
SPIA
21
Steward Partners Investment Advisory
New York
$76K 1,258
TWM
22
Tradition Wealth Management
Minnesota
$46K 763 +6 +0.8%
SWM
23
Spire Wealth Management
Virginia
$36K 600
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$30K 500
William Blair & Company
25
William Blair & Company
Illinois
$25K 410