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Invesco S&P Spin-Off ETF

40 hedge funds and large institutions have $32.8M invested in Invesco S&P Spin-Off ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

45% more capital invested

Capital invested by funds: $22.7M → $32.8M (+$10.1M)

21% more funds holding

Funds holding: 3340 (+7)

2.31% more ownership

Funds ownership: 26.62%28.93% (+2.3%)

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1
Chicago Partners Investment Group
Illinois
$7.26M -$22.8K -202 -0.4%
PAG
2
Private Advisor Group
New Jersey
$4.17M -$262K -2,323 -6%
LPL Financial
3
LPL Financial
California
$3.18M +$688K +6,098 +28%
Bank of America
4
Bank of America
North Carolina
$2.16M +$1.04M +9,214 +93%
IFWM
5
Institute for Wealth Management
Colorado
$1.78M -$4.85K -43 -0.3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.36M +$1.23M +10,927 +990%
Morgan Stanley
7
Morgan Stanley
New York
$1.19M +$357K +3,162 +43%
Ameriprise
8
Ameriprise
Minnesota
$1.15M +$822K +7,290 +250%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$1.13M +$1.13M +10,048 New
OAM
10
Occidental Asset Management
California
$1.13M
PAM
11
Peak Asset Management
Colorado
$1.12M
PFC
12
Phocas Financial Corp
California
$834K
DSCM
13
Del-Sette Capital Management
New York
$779K +$780K +6,914 New
HTI
14
Hikari Tsushin Inc
Japan
$552K
First Manhattan
15
First Manhattan
New York
$509K
Jones Financial Companies
16
Jones Financial Companies
Missouri
$502K +$437K +3,878 +549%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$454K +$25.4K +225 +6%
IWC
18
Integrated Wealth Concepts
Massachusetts
$431K +$431K +3,822 New
Jane Street
19
Jane Street
New York
$401K +$402K +3,563 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$392K -$94.7K -840 -19%
Raymond James Financial
21
Raymond James Financial
Florida
$370K +$90.1K +799 +32%
HighTower Advisors
22
HighTower Advisors
Illinois
$317K +$113 +1 +0%
CFG
23
Citizens Financial Group
Rhode Island
$259K
Betterment LLC
24
Betterment LLC
New York
$253K +$254K +2,249 New
FEM
25
Fulcrum Equity Management
Texas
$231K -$61.2K -543 -21%