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Invesco S&P Spin-Off ETF (CSD) Institutional Ownership

$89.97 -0.27 (-0.30%)
As of 09/9/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P Spin-Off ETF (NYSEARCA:CSD)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$39.29M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$275.52K
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CSD Institutional Buying and Selling by Quarter

Invesco S&P Spin-Off ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.1,104$93K0.0%+50.0%0.130%
8/15/2025Bank of America Corp DE10,201$856K0.0%-5.6%1.200%
8/15/2025Ameriprise Financial Inc.2,519$211K0.0%N/A0.296%
8/14/2025Raymond James Financial Inc.2,210$185K0.0%N/A0.260%
7/29/2025Chicago Partners Investment Group LLC62,205$5.41M0.2%-0.4%7.680%
7/18/2025Institute for Wealth Management LLC.16,058$1.35M0.2%-1.0%1.982%
5/16/2025Jones Financial Companies Lllp315,657$23.68M0.0%+202,244.2%37.136%
5/9/2025Costello Asset Management INC356$27K0.0%N/A0.042%
5/7/2025LPL Financial LLC30,215$2.27M0.0%N/A3.555%
4/28/2025Redmont Wealth Advisors LLC453$34K0.1%N/A0.053%
4/14/2025IMC Chicago LLC12,948$971K0.0%N/A1.506%
2/11/2025Harvest Fund Management Co. Ltd3,720$306K0.0%+16,809.1%0.454%
2/10/2025Commonwealth Equity Services LLC4,402$362K0.0%-3.4%0.537%
2/7/2025HighTower Advisors LLC2,944$242K0.0%-38.2%0.359%
2/6/2025Beacon Harbor Wealth Advisors Inc.141,116$11.59M2.7%N/A17.209%
1/24/2025Chicago Partners Investment Group LLC62,576$5.33M0.2%-0.3%7.631%
10/17/2024Redmont Wealth Advisors LLC453$36K0.1%-23.5%0.055%
4/26/2024Chicago Partners Investment Group LLC62,753$4.36M0.2%-0.3%7.653%
4/19/2024Redmont Wealth Advisors LLC592$42K0.1%N/A0.072%
4/13/2024IMC Chicago LLC23,914$1.70M0.0%N/A2.599%
2/23/2024Chicago Partners Investment Group LLC62,935$3.91M0.2%-2.6%6.841%
1/31/2024Institute for Wealth Management LLC.16,459$1.06M0.2%-6.4%1.789%
1/30/2024Phocas Financial Corp.7,400$477K0.1%-4.7%0.804%
1/24/2024Allworth Financial LP400$26K0.0%N/A0.043%
10/24/2023Raymond James & Associates4,802$269K0.0%-4.0%0.522%
10/23/2023Commonwealth Equity Services LLC4,894$274K0.0%-14.4%0.532%
10/12/2023IMC Chicago LLC13,030$730K0.0%N/A1.416%
7/26/2023Institute for Wealth Management LLC.17,740$1.01M0.2%-3.1%1.867%
7/13/2023Phocas Financial Corp.7,764$441K0.1%-22.9%0.817%
4/26/2023Chicago Partners Investment Group LLC64,619$3.62M0.2%-1.9%6.462%
4/13/2023Phocas Financial Corp.10,064$570K0.1%-28.5%1.006%
2/9/2023Chicago Partners Investment Group LLC65,852$3.90M0.2%-0.4%6.585%
2/9/2023IMC Chicago LLC13,120$687K0.0%-46.1%1.312%
2/9/2023HighTower Advisors LLC4,598$240K0.0%-7.9%0.460%
2/7/2023Commonwealth Equity Services LLC5,873$307K0.0%-3.3%0.587%
1/11/2023Phocas Financial Corp.14,073$737K0.1%+4.1%1.393%
11/8/2022IMC Chicago LLC24,322$1.16M0.0%+125.2%2.361%
8/17/2022Advisory Research Inc.13,399$669K0.1%-7.0%1.276%
8/5/2022IMC Chicago LLC10,798$539K0.0%-71.7%1.028%
8/4/2022Steward Partners Investment Advisory LLC1,478$74K0.0%+17.5%0.141%
8/4/2022Chicago Partners Investment Group LLC66,116$3.60M0.3%-18.6%6.297%
5/25/2022Phocas Financial Corp.13,515$812K0.1%-29.8%1.186%
5/20/2022Chicago Partners Investment Group LLC81,218$4.51M0.3%-2.5%6.550%
4/19/2022IMC Chicago LLC38,219$2.30M0.0%N/A3.323%
2/19/2022Western Pacific Wealth Management LP1,500$93K0.1%N/A0.129%
2/15/2022Chicago Partners Investment Group LLC83,305$4.95M0.4%-0.2%7.181%
2/8/2022Retirement Planning Co of New England Inc.575$35K0.0%N/A0.050%
1/31/2022Commonwealth Equity Services LLC6,254$388K0.0%-3.4%0.535%
11/5/2021Advisor Group Holdings Inc.5,071$320K0.0%-14.5%0.433%
11/2/2021Raymond James & Associates6,077$382K0.0%-7.6%0.519%
8/16/2021Bank of America Corp DE23,519$1.52M0.0%-1.7%1.993%
8/13/2021Steward Partners Investment Advisory LLC1,258$81K0.0%+268.9%0.107%
8/13/2021Parisi Gray Wealth Management641$41K0.0%N/A0.054%
8/13/2021LPL Financial LLC6,151$397K0.0%+13.7%0.521%
8/11/2021Commonwealth Equity Services LLC6,472$417K0.0%-2.5%0.548%
8/6/2021HighTower Advisors LLC4,975$323K0.0%+8.2%0.422%
(Data available from 1/1/2016 forward)

CSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSD shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Invesco S&P Spin-Off ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($23.68M), Beacon Harbor Wealth Advisors Inc. ($11.59M), Chicago Partners Investment Group LLC ($5.41M), LPL Financial LLC ($2.27M), Institute for Wealth Management LLC. ($1.35M), IMC Chicago LLC ($971K), and Bank of America Corp DE ($856K).Learn more on Invesco S&P Spin-Off ETF's institutional investors.

Which institutional investors have been buying Invesco S&P Spin-Off ETF's stock?

Of the 11 institutional investors that purchased Invesco S&P Spin-Off ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($315.50K), Beacon Harbor Wealth Advisors Inc. ($141.12K), IMC Chicago LLC ($49.89K), LPL Financial LLC ($30.22K), Harvest Fund Management Co. Ltd ($3.70K), Ameriprise Financial Inc. ($2.52K), and Raymond James Financial Inc. ($2.21K).

How much institutional buying is happening at Invesco S&P Spin-Off ETF?

Institutional investors have bought a total of 509,384 shares in the last 24 months. This purchase volume represents approximately $39.29M in transactions.

Which of Invesco S&P Spin-Off ETF's major shareholders have been selling company stock?

The following institutional investors have sold Invesco S&P Spin-Off ETF stock in the last 24 months: HighTower Advisors LLC ($1.82K), Bank of America Corp DE ($607.00), Chicago Partners Investment Group LLC ($450.00), Institute for Wealth Management LLC. ($167.00), Commonwealth Equity Services LLC ($153.00), and Redmont Wealth Advisors LLC ($139.00).

How much institutional selling is happening at Invesco S&P Spin-Off ETF?

Institutional investors have sold a total of 3,335 shares in the last 24 months. This volume of shares sold represents approximately $275.52K in transactions.


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This page (NYSEARCA:CSD) was last updated on 9/10/2025 by MarketBeat.com Staff
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