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Invesco S&P Spin-Off ETF

25 hedge funds and large institutions have $12.2M invested in Invesco S&P Spin-Off ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $11.2M → $12.2M (+$936K)

0.62% less ownership

Funds ownership: 19.68%19.07% (-0.62%)

4% less funds holding

Funds holding: 2625 (-1)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1
Chicago Partners Investment Group
Illinois
$5.11M
IFWM
2
Institute for Wealth Management
Colorado
$1.32M
Bank of America
3
Bank of America
North Carolina
$874K -$25.1K -340 -3%
OAM
4
Occidental Asset Management
California
$803K
PAM
5
Peak Asset Management
Colorado
$798K
PFC
6
Phocas Financial Corp
California
$595K
Morgan Stanley
7
Morgan Stanley
New York
$509K +$8.12K +110 +2%
HTI
8
Hikari Tsushin Inc
Japan
$394K
HighTower Advisors
9
HighTower Advisors
Illinois
$383K -$7.82K -106 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$366K +$21.4K +290 +7%
UBS Group
11
UBS Group
Switzerland
$313K -$4.35K -59 -1%
Wells Fargo
12
Wells Fargo
California
$288K -$74 -1 -0%
RJA
13
Raymond James & Associates
Florida
$261K
RWA
14
Redmont Wealth Advisors
Illinois
$36.4K -$10.3K -139 -23%
William Blair & Company
15
William Blair & Company
Illinois
$33K
AF
16
Allworth Financial
California
$32.1K
Citigroup
17
Citigroup
New York
$19.5K
Osaic Holdings
18
Osaic Holdings
Arizona
$15.6K -$18.5K -250 -56%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$12.5K +$5.83K +79 +103%
DSC
20
Duncker Streett & Co
Missouri
$8.04K
HFM
21
Harvest Fund Management
China
$2K
RCM
22
Raleigh Capital Management
North Carolina
$1.04K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$562
EWP
24
Elevation Wealth Partners
California
$70
HNB
25
Huntington National Bank
Ohio
$53