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Invesco S&P Spin-Off ETF

26 hedge funds and large institutions have $11.2M invested in Invesco S&P Spin-Off ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$4.64M 62,753
IFWM
2
Institute for Wealth Management
Colorado
$1.14M 16,369
Bank of America
3
Bank of America
North Carolina
$781K 11,215 -215 -2%
OAM
4
Occidental Asset Management
California
$696K 10,000
PAM
5
Peak Asset Management
Colorado
$692K 9,931
PFC
6
Phocas Financial Corp
California
$515K 7,400
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$446K 6,411 +6,411 New
Morgan Stanley
8
Morgan Stanley
New York
$434K 6,225 +312 +5%
HTI
9
Hikari Tsushin Inc
Japan
$341K 4,903 +703 +17%
HighTower Advisors
10
HighTower Advisors
Illinois
$339K 4,869 -244 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$297K 4,265
UBS Group
12
UBS Group
Switzerland
$276K 3,957 -66 -2%
Wells Fargo
13
Wells Fargo
California
$250K 3,585
RJA
14
Raymond James & Associates
Florida
$226K 3,252 -500 -13%
RWA
15
Redmont Wealth Advisors
Illinois
$41.2K 592
Osaic Holdings
16
Osaic Holdings
Arizona
$30.9K 444 -2,100 -83%
AF
17
Allworth Financial
California
$29K 400
William Blair & Company
18
William Blair & Company
Illinois
$28.6K 410
Citigroup
19
Citigroup
New York
$16.9K 243
DSC
20
Duncker Streett & Co
Missouri
$6.96K 100
Jones Financial Companies
21
Jones Financial Companies
Missouri
$5.36K 77 +77 New
HFM
22
Harvest Fund Management
China
$2K 22
RCM
23
Raleigh Capital Management
North Carolina
$905 13
Fidelity Investments
24
Fidelity Investments
Massachusetts
$487 7 +7 New
EWP
25
Elevation Wealth Partners
California
$61 1