Invesco S&P Spin-Off ETF (CSD) Institutional Ownership $85.51 +0.56 (+0.66%) As of 07/10/2025 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)4TotalInstitutional Outflows(last 12 months)$187.68K 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 CompanyDetails5/16/2025Jones 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% 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. 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% Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape. For the moment, you can watch this interview free of charge – just click here.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% 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% (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 ($5.33M), LPL Financial LLC ($2.27M), Institute for Wealth Management LLC. ($1.06M), 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 ($177.00), 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 2,288 shares in the last 24 months. This volume of shares sold represents approximately $187.68K in transactions. 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