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Invesco S&P Spin-Off ETF

28 hedge funds and large institutions have $12.8M invested in Invesco S&P Spin-Off ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$4.36M 62,753 -182 -0.3%
IMC Chicago
2
IMC Chicago
Illinois
$1.7M 23,914 +23,914 New
IFWM
3
Institute for Wealth Management
Colorado
$1.16M 16,369 -90 -0.5%
Bank of America
4
Bank of America
North Carolina
$811K 11,430 -565 -5%
OAM
5
Occidental Asset Management
California
$710K 10,000
PAM
6
Peak Asset Management
Colorado
$705K 9,931
PFC
7
Phocas Financial Corp
California
$525K 7,400
Morgan Stanley
8
Morgan Stanley
New York
$420K 5,913 -7,525 -56%
HighTower Advisors
9
HighTower Advisors
Illinois
$361K 5,113 +500 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$303K 4,265 -295 -6%
HTI
11
Hikari Tsushin Inc
Japan
$298K 4,200 +4,200 New
UBS Group
12
UBS Group
Switzerland
$286K 4,023 -1,254 -24%
RJA
13
Raymond James & Associates
Florida
$266K 3,752 -1,050 -22%
Wells Fargo
14
Wells Fargo
California
$254K 3,585 -1,054 -23%
Citadel Advisors
15
Citadel Advisors
Florida
$218K 3,070 -10,589 -78%
Osaic Holdings
16
Osaic Holdings
Arizona
$181K 2,544 +8 +0.3%
SPIA
17
Steward Partners Investment Advisory
New York
$105K 1,478
RWA
18
Redmont Wealth Advisors
Illinois
$42K 592 +592 New
William Blair & Company
19
William Blair & Company
Illinois
$29.1K 410
AF
20
Allworth Financial
California
$28.4K 400
Citigroup
21
Citigroup
New York
$17.2K 243
SIC
22
Salem Investment Counselors
North Carolina
$7.1K 100
DSC
23
Duncker Streett & Co
Missouri
$7.1K 100
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7K 100
HFM
25
Harvest Fund Management
China
$2K 22