13FBOX
INVESCO EXCHANGE TRADED FD TR S&P SPIN OFF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO EXCHANGE TRADED FD TR S&P SPIN OFF

CSD
持有机构数
55
机构合计市值 (Q2 2026)
$9,865.3万
机构合计股数 (Q2 2026)
66.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+39.1万股
36 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6,095股
6 · 4 清仓 · ≈
⚖️ 净额
+38.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,865.3万
持有机构数
55
新买入
19
加仓
17
减仓
2
清仓
4
持股不变
17
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
<0.01%<0.01%#23$1,597.5万10.7万股$318.1万2.8万股+7.8万股+277.85%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#25$1,028.3万6.9万股$37.0万3,285股+6.5万股+1,990.35%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#35$782.5万5.2万股$215.7万1.9万股+3.3万股+172.88%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.15%0.16%#6$774.0万5.7万股$726.2万5.7万股-216股-0.38%减仓
Brookstone资本管理Brookstone Capital Management
0.07%#10$694.7万4.6万股$00股+4.6万股新买入
Private Advisor集团Private Advisor Group, LLC
0.03%0.02%#14$683.1万4.6万股$417.3万3.7万股+8,583股+23.18%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#19$447.4万3.0万股$45.4万4,033股+2.6万股+640.76%加仓
SBI Okasan Asset Management Co.Ltd.
0.12%#9$356.4万2.4万股$00股+2.4万股新买入
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#28$295.0万2.0万股$00股+2.0万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$292.5万2.0万股$135.6万1.2万股+7,503股+62.36%加仓
Del-Sette Capital Management, LLC
1.52%0.47%#1$260.8万1.7万股$77.9万6,914股+1.1万股+151.89%加仓
Institute for Wealth Management, LLC.
0.21%0.19%#5$236.0万1.6万股$177.5万1.6万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#36$223.2万1.5万股$115.0万1.0万股+4,696股+46.00%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#44$221.4万1.5万股$73.7万7,918股+6,864股+86.69%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%#18$210.6万1.4万股$00股+1.4万股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#33$160.9万1.1万股$50.2万4,584股+6,432股+140.31%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#27$156.0万1.0万股$113.2万1.0万股+371股+3.69%加仓
Occidental Asset Management, LLC
0.15%0.13%#8$149.8万1.0万股$112.7万1.0万股00.00%持仓不变
Peak Asset Management, LLC
0.22%0.2%#3$148.7万9,931股$111.9万9,931股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#43$143.6万9,589股$00股+9,589股新买入
Sigma Planning Corp
0.03%#13$136.6万9,120股$00股+9,120股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%<0.01%#20$114.1万7,619股$43.1万3,822股+3,797股+99.35%加仓
Phocas Financial Corp.
0.15%0.13%#7$110.8万7,400股$83.4万7,400股00.00%持仓不变
Regatta Research & Money Management
0.92%#2$96.8万6,465股$00股+6,465股新买入
Hikari Tsushin, Inc.
0.05%0.04%#12$73.4万4,903股$55.2万4,903股00.00%持仓不变
第一曼哈顿FIRST MANHATTAN CO. LLC.
<0.01%<0.01%#29$67.6万4,515股$50.9万4,515股00.00%持仓不变
Betterment智能投顾Betterment LLC
<0.01%<0.01%#31$56.5万3,776股$25.3万2,249股+1,527股+67.90%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#47$47.9万3,198股$39.2万3,482股-284股-8.16%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%#30$46.2万3,087股$00股+3,087股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#37$45.4万3,031股$31.7万2,814股+217股+7.71%加仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
<0.01%<0.01%#22$34.4万2,300股$25.9万2,300股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#39$27.6万1,845股$20.3万1,802股+43股+2.39%加仓
Fulcrum Equity Management
0.21%0.22%#4$23.1万2,053股$23.1万2,053股00.00%持仓不变
FIRST NATIONAL BANK SIOUX FALLS
0.06%0.06%#11$21.9万1,767股$21.9万1,767股00.00%持仓不变
Freestone Capital 控股Freestone Capital Holdings, LLC
0.01%#21$20.2万1,347股$00股+1,347股新买入
RAFFA WEALTH MANAGEMENT, LLC
0.02%#16$13.8万922股$00股+922股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#42$12.4万825股$00股+825股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%#50$11.9万815股$00股+815股新买入
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#41$6.1万410股$4.6万410股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#32$6.0万403股$00股+403股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#38$6.0万400股$4.5万400股00.00%持仓不变
Costello Asset Management, INC
0.02%0.01%#17$5.3万356股$4.0万356股00.00%持仓不变
花旗集团CITIGROUP INC
<0.01%<0.01%#49$3.6万243股$2.7万243股00.00%持仓不变
Harbor Asset Planning, Inc.
0.02%0.02%#15$3.2万215股$2.4万215股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#53$2.9万191股$2.0万181股+10股+5.52%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#52$1.7万110股$1.2万110股00.00%持仓不变
贝莱德BlackRock, Inc.
<0.01%#55$1.5万100股$00股+100股新买入
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
<0.01%#46$1.5万100股$00股+100股新买入
DUNCKER STREETT & CO INC
<0.01%<0.01%#26$1.5万100股$1.1万100股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#45$9,88466股$1,84116股+50股+312.50%加仓

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