Invesco S&P Spin-Off ETF (CSD) Institutional Ownership $86.10 +0.57 (+0.67%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Invesco S&P Spin-Off ETF (NYSEARCA:CSD)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$38.87MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$224.60K 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. Email Address 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 Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/29/2025 Chicago Partners Investment Group LLC62,205$5.41M0.2%-0.4%7.680% 7/18/2025 Institute 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% 5/9/2025 Costello 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% 4/14/2025 IMC Chicago LLC12,948$971K0.0%N/A1.506% 2/11/2025Harvest Fund Management Co. Ltd3,720$306K0.0%+16,809.1%0.454% 2/10/2025 Commonwealth Equity Services LLC4,402$362K0.0%-3.4%0.537% 2/7/2025HighTower Advisors LLC2,944$242K0.0%-38.2%0.359% Get the Latest News and Ratings for CSD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Invesco S&P Spin-Off ETF and its competitors with MarketBeat's FREE daily newsletter. 2/6/2025Beacon Harbor Wealth Advisors Inc.141,116$11.59M2.7%N/A17.209% 1/24/2025 Chicago Partners Investment Group LLC62,576$5.33M0.2%-0.3%7.631% 10/17/2024Redmont Wealth Advisors LLC453$36K0.1%-23.5%0.055% 4/26/2024 Chicago Partners Investment Group LLC62,753$4.36M0.2%-0.3%7.653% 4/19/2024Redmont Wealth Advisors LLC592$42K0.1%N/A0.072% 4/13/2024 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% 1/24/2024Allworth Financial LP400$26K0.0%N/A0.043% 10/24/2023Raymond James & Associates4,802$269K0.0%-4.0%0.522% 10/23/2023 Commonwealth 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% 2/9/2023HighTower Advisors LLC4,598$240K0.0%-7.9%0.460% 2/7/2023 Commonwealth 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% 8/17/2022Advisory 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% 5/25/2022 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% Trump set to Boost Social Security Checks by 400%? 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No wonder the financial times called this new initiative...Click here to see the details because the stakes couldn't be any higher.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% 1/31/2022 Commonwealth 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% 8/11/2021 Commonwealth Equity Services LLC6,472$417K0.0%-2.5%0.548% 8/6/2021HighTower Advisors LLC4,975$323K0.0%+8.2%0.422% 8/6/2021Northwest Bancshares Inc.3,229$208K0.0%-17.9%0.274% 5/17/2021Royal Bank of Canada8,779$552K0.0%+20.9%0.750% (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, 14 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 Phocas Financial Corp. ($477K).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? The following institutional investors have purchased Invesco S&P Spin-Off ETF's stock in the last 24 months: 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), Redmont Wealth Advisors LLC ($1.05K), 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 504,287 shares in the last 24 months. This purchase volume represents approximately $38.87M 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), 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 2,728 shares in the last 24 months. This volume of shares sold represents approximately $224.60K in transactions. 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