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Invesco S&P Spin-Off ETF

30 hedge funds and large institutions have $12.9M invested in Invesco S&P Spin-Off ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$3.49M 66,116
IMC Chicago
2
IMC Chicago
Illinois
$1.16M 24,322 +13,524 +125%
Wells Fargo
3
Wells Fargo
California
$1.14M 23,942 -1,468 -6%
IFWM
4
Institute for Wealth Management
Colorado
$875K 18,366
Morgan Stanley
5
Morgan Stanley
New York
$811K 17,028 +448 +3%
Bank of America
6
Bank of America
North Carolina
$802K 16,821 -774 -4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$740K 15,525 +15,525 New
PFC
8
Phocas Financial Corp
California
$644K 13,515
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$520K 10,909 -4,048 -27%
OAM
10
Occidental Asset Management
California
$477K 10,000
PAM
11
Peak Asset Management
Colorado
$471K 9,880
UBS Group
12
UBS Group
Switzerland
$333K 6,983 +909 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$289K 6,071 -100 -2%
RJA
14
Raymond James & Associates
Florida
$247K 5,182 -131 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$238K 4,995
Citadel Advisors
16
Citadel Advisors
Florida
$218K 4,576 -2,070 -31%
Osaic Holdings
17
Osaic Holdings
Arizona
$124K 2,587 -1,101 -30%
WPWM
18
Western Pacific Wealth Management
Illinois
$71K 1,500
SPIA
19
Steward Partners Investment Advisory
New York
$70K 1,478
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$42K 880 +880 New
TWM
21
Tradition Wealth Management
Minnesota
$36K 763
William Blair & Company
22
William Blair & Company
Illinois
$20K 410
Citigroup
23
Citigroup
New York
$15K 323
IA
24
IFP Advisors
Florida
$13K 245
AA
25
Ancora Advisors
Ohio
$7K 150