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Invesco S&P Spin-Off ETF

29 hedge funds and large institutions have $12.2M invested in Invesco S&P Spin-Off ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$3.9M 65,852 -264 -0.4%
IFWM
2
Institute for Wealth Management
Colorado
$959K 18,310 -56 -0.3%
Bank of America
3
Bank of America
North Carolina
$880K 16,808 -13 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$850K 16,228 -800 -5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$821K 15,668 +143 +0.9%
Wells Fargo
6
Wells Fargo
California
$758K 14,477 -9,465 -40%
PFC
7
Phocas Financial Corp
California
$737K 14,073 +558 +4%
IMC Chicago
8
IMC Chicago
Illinois
$687K 13,120 -11,202 -46%
OAM
9
Occidental Asset Management
California
$524K 10,000
PAM
10
Peak Asset Management
Colorado
$519K 9,912 +32 +0.3%
UBS Group
11
UBS Group
Switzerland
$334K 6,379 -604 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$307K 5,873 -198 -3%
RJA
13
Raymond James & Associates
Florida
$262K 5,002 -180 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$240K 4,598 -397 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$135K 2,587
WPWM
16
Western Pacific Wealth Management
Illinois
$78.6K 1,500
SPIA
17
Steward Partners Investment Advisory
New York
$77.4K 1,478
TWM
18
Tradition Wealth Management
Minnesota
$40K 769 +6 +0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$35K 674 -10,235 -94%
William Blair & Company
20
William Blair & Company
Illinois
$21.5K 410
Citigroup
21
Citigroup
New York
$16.9K 323
SSB
22
Sandy Spring Bank
Maryland
$15.2K 290 +290 New
AA
23
Ancora Advisors
Ohio
$8K 150
EI
24
Ellevest Inc
New York
$6.55K 125
SIC
25
Salem Investment Counselors
North Carolina
$5.24K 100