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Invesco S&P Spin-Off ETF

30 hedge funds and large institutions have $10.3M invested in Invesco S&P Spin-Off ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$3.62M 64,619 -1,233 -2%
IFWM
2
Institute for Wealth Management
Colorado
$1.04M 18,310
Bank of America
3
Bank of America
North Carolina
$755K 13,337 -3,471 -21%
Wells Fargo
4
Wells Fargo
California
$609K 10,758 -3,719 -26%
PFC
5
Phocas Financial Corp
California
$570K 10,064 -4,009 -28%
OAM
6
Occidental Asset Management
California
$566K 10,000
PAM
7
Peak Asset Management
Colorado
$561K 9,912
Morgan Stanley
8
Morgan Stanley
New York
$406K 7,181 -9,047 -56%
Citadel Advisors
9
Citadel Advisors
Florida
$374K 6,599 +6,599 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$305K 5,393 -10,275 -66%
UBS Group
11
UBS Group
Switzerland
$294K 5,188 -1,191 -19%
RJA
12
Raymond James & Associates
Florida
$283K 5,002
HighTower Advisors
13
HighTower Advisors
Illinois
$259K 4,598
LPL Financial
14
LPL Financial
California
$216K 3,820 +3,820 New
Osaic Holdings
15
Osaic Holdings
Arizona
$146K 2,587
WPWM
16
Western Pacific Wealth Management
Illinois
$84.9K 1,500
SPIA
17
Steward Partners Investment Advisory
New York
$83.7K 1,478
TWM
18
Tradition Wealth Management
Minnesota
$44K 769
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$39K 688 +14 +2%
William Blair & Company
20
William Blair & Company
Illinois
$23.2K 410
Citigroup
21
Citigroup
New York
$18.3K 323
AA
22
Ancora Advisors
Ohio
$8.49K 150
EI
23
Ellevest Inc
New York
$7.08K 125
SIC
24
Salem Investment Counselors
North Carolina
$5.66K 100
DSC
25
Duncker Streett & Co
Missouri
$5.66K 100