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Invesco S&P Spin-Off ETF

27 hedge funds and large institutions have $24.9M invested in Invesco S&P Spin-Off ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
2
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$11.6M 141,116 +141,116 New
CPIG
2
Chicago Partners Investment Group
Illinois
$5.33M 62,576 -177 -0.3%
IFWM
3
Institute for Wealth Management
Colorado
$1.34M 16,315 -54 -0.3%
Bank of America
4
Bank of America
North Carolina
$885K 10,776 -99 -0.9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$866K 10,539 +10,539 New
OAM
6
Occidental Asset Management
California
$822K 10,000
PAM
7
Peak Asset Management
Colorado
$816K 9,931
PFC
8
Phocas Financial Corp
California
$608K 7,400
Morgan Stanley
9
Morgan Stanley
New York
$585K 7,120 +785 +12%
HTI
10
Hikari Tsushin Inc
Japan
$403K 4,903
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$362K 4,402 -153 -3%
UBS Group
12
UBS Group
Switzerland
$312K 3,802 -96 -2%
HFM
13
Harvest Fund Management
China
$306K 3,720 +3,698 +16,809%
Wells Fargo
14
Wells Fargo
California
$295K 3,584
HighTower Advisors
15
HighTower Advisors
Illinois
$242K 2,944 -1,819 -38%
AF
16
Allworth Financial
California
$36.6K 400
William Blair & Company
17
William Blair & Company
Illinois
$33.7K 410
Citigroup
18
Citigroup
New York
$20K 243
Osaic Holdings
19
Osaic Holdings
Arizona
$15.9K 194
Jones Financial Companies
20
Jones Financial Companies
Missouri
$12.8K 156
DSC
21
Duncker Streett & Co
Missouri
$8.22K 100
T
22
Transce3nd
Texas
$5.09K 62 +62 New
AWM
23
AE Wealth Management
Kansas
$4.11K 50 +50 New
RCM
24
Raleigh Capital Management
North Carolina
$1.07K 13
Fidelity Investments
25
Fidelity Investments
Massachusetts
$575 7