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Invesco S&P Spin-Off ETF

30 hedge funds and large institutions have $15.4M invested in Invesco S&P Spin-Off ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more funds holding

Funds holding: 2830 (+2)

4% more capital invested

Capital invested by funds: $14.8M → $15.4M (+$572K)

0.6% less ownership

Funds ownership: 22.94%22.34% (-0.6%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1
Chicago Partners Investment Group
Illinois
$5.41M -$20.9K -273 -0.4%
LPL Financial
2
LPL Financial
California
$1.93M -$552K -7,202 -24%
IFWM
3
Institute for Wealth Management
Colorado
$1.35M -$12.8K -167 -1%
Bank of America
4
Bank of America
North Carolina
$856K -$46.5K -607 -6%
OAM
5
Occidental Asset Management
California
$839K
PAM
6
Peak Asset Management
Colorado
$833K
Morgan Stanley
7
Morgan Stanley
New York
$657K +$120K +1,568 +25%
PFC
8
Phocas Financial Corp
California
$621K
HTI
9
Hikari Tsushin Inc
Japan
$411K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$343K -$14.2K -185 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$316K -$12.4K -162 -4%
Wells Fargo
12
Wells Fargo
California
$315K +$13K +170 +5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$259K -$304K -3,958 -56%
HighTower Advisors
14
HighTower Advisors
Illinois
$242K -$4.68K -61 -2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$235K +$215K +2,805 New
Ameriprise
16
Ameriprise
Minnesota
$211K +$193K +2,519 New
Raymond James Financial
17
Raymond James Financial
Florida
$185K +$169K +2,210 New
Osaic Holdings
18
Osaic Holdings
Arizona
$92.6K +$28.2K +368 +50%
RWA
19
Redmont Wealth Advisors
Illinois
$38K
William Blair & Company
20
William Blair & Company
Illinois
$34.4K
AF
21
Allworth Financial
California
$33.6K
UBS Group
22
UBS Group
Switzerland
$30.5K -$15.3K -200 -35%
CAM
23
Costello Asset Management
Pennsylvania
$29.9K
Jones Financial Companies
24
Jones Financial Companies
Missouri
$29.6K +$11.5K +150 +74%
Citigroup
25
Citigroup
New York
$20.4K