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Invesco S&P Spin-Off ETF

28 hedge funds and large institutions have $10.2M invested in Invesco S&P Spin-Off ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$3.45M 64,619
IFWM
2
Institute for Wealth Management
Colorado
$985K 17,576 -164 -0.9%
IMC Chicago
3
IMC Chicago
Illinois
$730K 13,030 +13,030 New
Bank of America
4
Bank of America
North Carolina
$680K 12,131 -1,032 -8%
Wells Fargo
5
Wells Fargo
California
$609K 10,878 -37 -0.3%
OAM
6
Occidental Asset Management
California
$560K 10,000
PAM
7
Peak Asset Management
Colorado
$555K 9,912
PFC
8
Phocas Financial Corp
California
$435K 7,764
Morgan Stanley
9
Morgan Stanley
New York
$375K 6,691 -649 -9%
UBS Group
10
UBS Group
Switzerland
$336K 5,993 +1,109 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$274K 4,894 -820 -14%
RJA
12
Raymond James & Associates
Florida
$269K 4,802 -200 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$257K 4,598
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$232K 4,136 -9,527 -70%
Osaic Holdings
15
Osaic Holdings
Arizona
$156K 2,785 +178 +7%
WPWM
16
Western Pacific Wealth Management
Illinois
$84K 1,500
SPIA
17
Steward Partners Investment Advisory
New York
$82.8K 1,478
TWM
18
Tradition Wealth Management
Minnesota
$43K 769
William Blair & Company
19
William Blair & Company
Illinois
$23K 410
Citigroup
20
Citigroup
New York
$13.6K 243 -80 -25%
AA
21
Ancora Advisors
Ohio
$8.4K 150
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6K 100 -169 -63%
SIC
23
Salem Investment Counselors
North Carolina
$5.6K 100
DSC
24
Duncker Streett & Co
Missouri
$5.6K 100
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$5.04K 90