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Invesco S&P Spin-Off ETF

31 hedge funds and large institutions have $13M invested in Invesco S&P Spin-Off ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$3.6M 66,116 -15,102 -19%
Wells Fargo
2
Wells Fargo
California
$1.27M 25,410 -20 -0.1%
IFWM
3
Institute for Wealth Management
Colorado
$917K 18,366
Bank of America
4
Bank of America
North Carolina
$879K 17,595 +1,848 +12%
Morgan Stanley
5
Morgan Stanley
New York
$828K 16,580 -795 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$747K 14,957 +10,501 +236%
PFC
7
Phocas Financial Corp
California
$675K 13,515
AR
8
Advisory Research
Illinois
$669K 13,399 -1,016 -7%
IMC Chicago
9
IMC Chicago
Illinois
$539K 10,798 -27,421 -72%
OAM
10
Occidental Asset Management
California
$499K 10,000
PAM
11
Peak Asset Management
Colorado
$493K 9,880
Citadel Advisors
12
Citadel Advisors
Florida
$332K 6,646 +1,304 +24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$308K 6,171 -50 -0.8%
UBS Group
14
UBS Group
Switzerland
$303K 6,074 -5,577 -48%
RJA
15
Raymond James & Associates
Florida
$265K 5,313
HighTower Advisors
16
HighTower Advisors
Illinois
$250K 4,995
Osaic Holdings
17
Osaic Holdings
Arizona
$184K 3,688 -1,001 -21%
WPWM
18
Western Pacific Wealth Management
Illinois
$74K 1,500
SPIA
19
Steward Partners Investment Advisory
New York
$74K 1,478 +220 +17%
TWM
20
Tradition Wealth Management
Minnesota
$38K 763
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$25K 500
William Blair & Company
22
William Blair & Company
Illinois
$20K 410
Citigroup
23
Citigroup
New York
$16K 323 +80 +33%
IA
24
IFP Advisors
Florida
$13K 245
AA
25
Ancora Advisors
Ohio
$7K 150