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Invesco S&P Spin-Off ETF
CSD

Overview Fund Activity

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.

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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$366K
2
Morgan Stanley
2
Morgan Stanley
New York
$509K
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$12.5K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$874K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.6K
4
RWA
4
Redmont Wealth Advisors
Illinois
$36.4K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$383K
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$5.11M 62,753 – –
IFWM
2
Institute for Wealth Management
Colorado
$1.32M 16,369 – –
Bank of America
3
Bank of America
North Carolina
$874K 10,875 -340 -3%
OAM
4
Occidental Asset Management
California
$803K 10,000 – –
PAM
5
Peak Asset Management
Colorado
$798K 9,931 – –
PFC
6
Phocas Financial Corp
California
$595K 7,400 – –
Morgan Stanley
7
Morgan Stanley
New York
$509K 6,335 +110 +2%
HTI
8
Hikari Tsushin Inc
Japan
$394K 4,903 – –
HighTower Advisors
9
HighTower Advisors
Illinois
$383K 4,763 -106 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$366K 4,555 +290 +7%
UBS Group
11
UBS Group
Switzerland
$313K 3,898 -59 -1%
Wells Fargo
12
Wells Fargo
California
$288K 3,584 -1 -0%
RJA
13
Raymond James & Associates
Florida
$261K 3,252 – –
RWA
14
Redmont Wealth Advisors
Illinois
$36.4K 453 -139 -23%
William Blair & Company
15
William Blair & Company
Illinois
$33K 410 – –
AF
16
Allworth Financial
California
$32.1K 400 – –
Citigroup
17
Citigroup
New York
$19.5K 243 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$15.6K 194 -250 -56%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$12.5K 156 +79 +103%
DSC
20
Duncker Streett & Co
Missouri
$8.04K 100 – –
HFM
21
Harvest Fund Management
China
$2K 22 – –
RCM
22
Raleigh Capital Management
North Carolina
$1.04K 13 – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$562 7 – –
EWP
24
Elevation Wealth Partners
California
$70 1 – –
HNB
25
Huntington National Bank
Ohio
– – – –
1
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