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Invesco S&P Spin-Off ETF

30 hedge funds and large institutions have $11.7M invested in Invesco S&P Spin-Off ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$3.91M 62,935 -1,684 -3%
IFWM
2
Institute for Wealth Management
Colorado
$1.06M 16,459 -1,117 -6%
Citadel Advisors
3
Citadel Advisors
Florida
$881K 13,659 +13,659 New
Morgan Stanley
4
Morgan Stanley
New York
$867K 13,438 +6,747 +101%
Bank of America
5
Bank of America
North Carolina
$774K 11,995 -136 -1%
OAM
6
Occidental Asset Management
California
$645K 10,000
PAM
7
Peak Asset Management
Colorado
$640K 9,931 +19 +0.2%
PFC
8
Phocas Financial Corp
California
$477K 7,400 -364 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$441K 6,831 +2,695 +65%
UBS Group
10
UBS Group
Switzerland
$340K 5,277 -716 -12%
RJA
11
Raymond James & Associates
Florida
$310K 4,802
Wells Fargo
12
Wells Fargo
California
$299K 4,639 -6,239 -57%
HighTower Advisors
13
HighTower Advisors
Illinois
$299K 4,613 +15 +0.3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$294K 4,560 -334 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$164K 2,536 -249 -9%
SPIA
16
Steward Partners Investment Advisory
New York
$95.3K 1,478
TWM
17
Tradition Wealth Management
Minnesota
$50K 773 +4 +0.5%
William Blair & Company
18
William Blair & Company
Illinois
$26.5K 410
AF
19
Allworth Financial
California
$25.8K 400 +400 New
EWP
20
Elevation Wealth Partners
California
$20.4K 364 +364 New
Citigroup
21
Citigroup
New York
$15.7K 243
US Bancorp
22
US Bancorp
Minnesota
$13.5K 209 +209 New
SIC
23
Salem Investment Counselors
North Carolina
$6.45K 100
DSC
24
Duncker Streett & Co
Missouri
$6.45K 100
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6K 100