Free Trial

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

$82.10
-0.58 (-0.70%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P Spin-Off ETF (NYSEARCA:CSD)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.76M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$228.15K
Get CSD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P Spin-Off ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CSD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2024 Redmont Wealth Advisors LLC453$36K0.1%-23.5%0.055%
4/26/2024 Chicago Partners Investment Group LLC62,753$4.36M0.2%-0.3%7.653%
4/19/2024 Redmont Wealth Advisors LLC592$42K0.1%N/A0.072%
4/13/2024 IMC Chicago LLC23,914$1.70M0.0%N/A2.599%
2/23/2024 Chicago 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%
1/24/2024 Allworth 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%
10/12/2023 IMC 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%
4/26/2023 Chicago 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%
2/9/2023 Chicago Partners Investment Group LLC65,852$3.90M0.2%-0.4%6.585%
2/9/2023 IMC 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%
11/8/2022 IMC Chicago LLC24,322$1.16M0.0%+125.2%2.361%
8/17/2022Advisory Research Inc.13,399$669K0.1%-7.0%1.276%
8/5/2022 IMC Chicago LLC10,798$539K0.0%-71.7%1.028%
8/4/2022Steward Partners Investment Advisory LLC1,478$74K0.0%+17.5%0.141%
8/4/2022 Chicago 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%
5/20/2022 Chicago Partners Investment Group LLC81,218$4.51M0.3%-2.5%6.550%
4/19/2022 IMC Chicago LLC38,219$2.30M0.0%N/A3.323%
2/19/2022 Western Pacific Wealth Management LP1,500$93K0.1%N/A0.129%
2/15/2022 Chicago 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%
8/13/2021 Parisi 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%
Crypto Crash Ahead? (27 Experts Weigh In) (Ad)

Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!

Click here to reserve your spot at the emergency crypto summit now.
8/6/2021Northwest Bancshares Inc.3,229$208K0.0%-17.9%0.274%
6/22/2021Phocas Financial Corp.19,251$1.21M0.2%+1.6%1.645%
5/18/2021Citadel Advisors LLC19,634$1.24M0.0%+164.9%1.678%
5/17/2021Royal Bank of Canada8,779$552K0.0%+20.9%0.750%
5/12/2021UBS Group AG10,554$664K0.0%-14.2%0.902%
5/12/2021Advisory Research Inc.17,980$1.13M0.1%-50.3%1.537%
5/7/2021 Advisors Preferred LLC505$32K0.0%N/A0.043%
5/4/2021Commonwealth Equity Services LLC6,635$417K0.0%-4.7%0.567%
4/28/2021 Chicago Partners Investment Group LLC84,676$5.50M0.5%-3.1%7.237%
4/23/2021Northwest Bancshares Inc.3,932$247K0.1%-47.7%0.336%
3/1/2021Phocas Financial Corp.18,952$1.05M0.2%-6.9%1.553%
2/17/2021 IMC Chicago LLC20,835$1.16M0.0%+77.6%1.708%
2/12/2021Advisory Research Inc.36,198$2.01M0.1%+99.0%2.967%
2/10/2021HighTower Advisors LLC4,714$260K0.0%N/A0.386%
2/9/2021Wells Fargo & Company MN19,714$1.09M0.0%+2.5%1.616%
2/5/2021Northwest Bancshares Inc.7,520$417K0.1%-10.9%0.616%
2/1/2021Institute for Wealth Management LLC.18,456$1.02M0.2%-6.2%1.513%
1/27/2021 Chicago Partners Investment Group LLC87,401$5.19M0.5%-1.3%7.164%
11/17/2020 IMC Chicago LLC11,731$509K0.0%-68.9%0.895%
11/13/2020Morgan Stanley24,100$1.05M0.0%-14.9%1.840%
11/12/2020Advisory Research Inc.18,194$790K0.1%-1.4%1.389%
11/6/2020 Chicago Partners Investment Group LLC88,548$4.06M0.5%-9.7%6.759%
11/5/2020Wells Fargo & Company MN19,227$835K0.0%-1.9%1.424%
11/3/2020Institute for Wealth Management LLC.19,672$854K0.2%-3.4%1.457%
(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, 9 institutional investors and hedge funds held shares of Invesco S&P Spin-Off ETF. The most heavily invested institutionals were Chicago Partners Investment Group LLC ($4.36M), IMC Chicago LLC ($1.70M), Institute for Wealth Management LLC. ($1.06M), Phocas Financial Corp. ($477K), Commonwealth Equity Services LLC ($274K), Raymond James & Associates ($269K), and HighTower Advisors LLC ($240K).Learn more on CSD's institutional investors.

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

The following institutional investors have purchased Invesco S&P Spin-Off ETF stock in the last 24 months: IMC Chicago LLC ($50.47K), Redmont Wealth Advisors LLC ($592.00), Phocas Financial Corp. ($558.00), and Allworth Financial LP ($400.00).

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

Institutional investors have bought a total of 52,018 shares in the last 24 months. This purchase volume represents approximately $3.17M in transactions.

Which Invesco S&P Spin-Off ETF 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: IMC Chicago LLC ($11.20K), Phocas Financial Corp. ($6.67K), Chicago Partners Investment Group LLC ($3.36K), Institute for Wealth Management LLC. ($1.69K), Commonwealth Equity Services LLC ($1.02K), HighTower Advisors LLC ($397.00), and Raymond James & Associates ($200.00).

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

Institutional investors have sold a total of 24,679 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.



This page (NYSEARCA:CSD) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners