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

$83.35 +1.63 (+1.99%)
(As of 12/20/2024 04:32 PM 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
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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%
1/31/2024 Institute for Wealth Management LLC.16,459$1.06M0.2%-6.4%1.789%
1/30/2024 Phocas 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%
7/26/2023 Institute for Wealth Management LLC.17,740$1.01M0.2%-3.1%1.867%
7/13/2023 Phocas 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%
4/13/2023 Phocas 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%
2/9/2023 HighTower Advisors LLC4,598$240K0.0%-7.9%0.460%
2/7/2023Commonwealth Equity Services LLC5,873$307K0.0%-3.3%0.587%
1/11/2023 Phocas Financial Corp.14,073$737K0.1%+4.1%1.393%
11/8/2022 IMC Chicago LLC24,322$1.16M0.0%+125.2%2.361%
8/17/2022 Advisory Research Inc.13,399$669K0.1%-7.0%1.276%
8/5/2022 IMC Chicago LLC10,798$539K0.0%-71.7%1.028%
8/4/2022 Steward 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%
5/25/2022 Phocas 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%
2/8/2022 Retirement 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%
11/5/2021 Advisor Group Holdings Inc.5,071$320K0.0%-14.5%0.433%
11/2/2021Raymond James & Associates6,077$382K0.0%-7.6%0.519%
8/16/2021 Bank of America Corp DE23,519$1.52M0.0%-1.7%1.993%
8/13/2021 Steward Partners Investment Advisory LLC1,258$81K0.0%+268.9%0.107%
8/13/2021 Parisi Gray Wealth Management641$41K0.0%N/A0.054%
8/13/2021 LPL Financial LLC6,151$397K0.0%+13.7%0.521%
8/11/2021Commonwealth Equity Services LLC6,472$417K0.0%-2.5%0.548%
8/6/2021 HighTower Advisors LLC4,975$323K0.0%+8.2%0.422%
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8/6/2021 Northwest Bancshares Inc.3,229$208K0.0%-17.9%0.274%
6/22/2021 Phocas Financial Corp.19,251$1.21M0.2%+1.6%1.645%
5/18/2021 Citadel Advisors LLC19,634$1.24M0.0%+164.9%1.678%
5/17/2021 Royal Bank of Canada8,779$552K0.0%+20.9%0.750%
5/12/2021 UBS Group AG10,554$664K0.0%-14.2%0.902%
5/12/2021 Advisory 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%
4/23/2021 Northwest Bancshares Inc.3,932$247K0.1%-47.7%0.336%
3/1/2021 Phocas 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%
2/12/2021 Advisory Research Inc.36,198$2.01M0.1%+99.0%2.967%
2/10/2021 HighTower Advisors LLC4,714$260K0.0%N/A0.386%
2/9/2021 Wells Fargo & Company MN19,714$1.09M0.0%+2.5%1.616%
2/5/2021 Northwest Bancshares Inc.7,520$417K0.1%-10.9%0.616%
2/1/2021 Institute 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%
11/13/2020 Morgan Stanley24,100$1.05M0.0%-14.9%1.840%
(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 ($36.94K), 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 38,494 shares in the last 24 months. This purchase volume represents approximately $2.52M 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 12/22/2024 by MarketBeat.com Staff
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