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Invesco S&P Spin-Off ETF

29 hedge funds and large institutions have $15.3M invested in Invesco S&P Spin-Off ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$5.41M -$23.7K -273 -0.4%
LPL Financial
2
LPL Financial
California
$1.93M -$604K -7,202 -24%
IFWM
3
Institute for Wealth Management
Colorado
$1.35M -$14K -167 -1%
Bank of America
4
Bank of America
North Carolina
$856K -$50.9K -607 -6%
OAM
5
Occidental Asset Management
California
$839K
PAM
6
Peak Asset Management
Colorado
$833K
Morgan Stanley
7
Morgan Stanley
New York
$657K +$132K +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 -$15.5K -185 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$316K -$13.6K -162 -4%
Wells Fargo
12
Wells Fargo
California
$315K +$14.3K +170 +5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$259K -$332K -3,958 -56%
HighTower Advisors
14
HighTower Advisors
Illinois
$242K -$5.12K -61 -2%
IWC
15
Integrated Wealth Concepts
Massachusetts
$235K +$235K +2,805 New
Ameriprise
16
Ameriprise
Minnesota
$211K +$211K +2,519 New
Raymond James Financial
17
Raymond James Financial
Florida
$185K +$185K +2,210 New
William Blair & Company
18
William Blair & Company
Illinois
$34.4K
AF
19
Allworth Financial
California
$33.6K
UBS Group
20
UBS Group
Switzerland
$30.5K -$16.8K -200 -35%
CAM
21
Costello Asset Management
Pennsylvania
$29.9K
Jones Financial Companies
22
Jones Financial Companies
Missouri
$29.6K +$12.6K +150 +74%
Citigroup
23
Citigroup
New York
$20.4K
HAP
24
Harbor Asset Planning
Massachusetts
$18K +$18K +214 New
Osaic Holdings
25
Osaic Holdings
Arizona
$16.2K -$45.2K -542 -74%