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Invesco S&P Spin-Off ETF

27 hedge funds and large institutions have $10.5M invested in Invesco S&P Spin-Off ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$3.8M 64,619
IFWM
2
Institute for Wealth Management
Colorado
$1.01M 17,740 -570 -3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$776K 13,663 +8,270 +153%
Bank of America
4
Bank of America
North Carolina
$748K 13,163 -174 -1%
Wells Fargo
5
Wells Fargo
California
$620K 10,915 +157 +1%
OAM
6
Occidental Asset Management
California
$568K 10,000
PAM
7
Peak Asset Management
Colorado
$563K 9,912
PFC
8
Phocas Financial Corp
California
$441K 7,764 -2,300 -23%
Morgan Stanley
9
Morgan Stanley
New York
$417K 7,340 +159 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$325K 5,714
RJA
11
Raymond James & Associates
Florida
$284K 5,002
UBS Group
12
UBS Group
Switzerland
$278K 4,884 -304 -6%
HighTower Advisors
13
HighTower Advisors
Illinois
$261K 4,598
Osaic Holdings
14
Osaic Holdings
Arizona
$148K 2,607 +20 +0.8%
WPWM
15
Western Pacific Wealth Management
Illinois
$85.2K 1,500
SPIA
16
Steward Partners Investment Advisory
New York
$84K 1,478
TWM
17
Tradition Wealth Management
Minnesota
$44K 769
William Blair & Company
18
William Blair & Company
Illinois
$23.3K 410
Citigroup
19
Citigroup
New York
$18.4K 323
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15K 269 -419 -61%
AA
21
Ancora Advisors
Ohio
$8.52K 150
SIC
22
Salem Investment Counselors
North Carolina
$5.68K 100
DSC
23
Duncker Streett & Co
Missouri
$5.68K 100
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$5.11K 90
HFM
25
Harvest Fund Management
China
$1K 22