NYSEARCA:CSD

Invesco S&P Spin-Off ETF Institutional Ownership

$62.63

-2.14 (-3.30 %)

(As of 05/12/2021 12:00 AM ET)

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Today's Range

$62.63

▼

$63.40

50-Day Range

$61.19

▼

$66.10

52-Week Range

$29.75

▼

$66.57

Volume587 shs

Average Volume2,358 shs

Market Capitalization$73.27 million

P/E RatioN/A

Dividend Yield0.85%

BetaN/A

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

Institutional Buying and Selling by Quarter

Invesco S&P Spin-Off ETF (NYSEARCA CSD) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/12/2021	UBS Group AG	10,554	$0.66M	0.0%	-14.2%	0.902%
5/12/2021	Advisory Research Inc.	17,980	$1.13M	0.1%	-50.3%	1.537%
5/7/2021	Advisors Preferred LLC	505	$32K	0.0%	N/A	0.043%
5/4/2021	Commonwealth Equity Services LLC	6,635	$0.42M	0.0%	-4.7%	0.567%
4/28/2021	Chicago Partners Investment Group LLC	84,676	$5.50M	0.5%	-3.1%	7.237%
4/23/2021	Northwest Bancshares Inc.	3,932	$0.25M	0.1%	-47.7%	0.336%
3/1/2021	Phocas Financial Corp.	18,952	$1.05M	0.2%	-6.9%	1.553%
2/17/2021	IMC Chicago LLC	20,835	$1.16M	0.0%	+77.6%	1.708%
2/12/2021	Advisory Research Inc.	36,198	$2.01M	0.1%	+99.0%	2.967%
2/10/2021	HighTower Advisors LLC	4,714	$0.26M	0.0%	N/A	0.386%

2/9/2021	Wells Fargo & Company MN	19,714	$1.09M	0.0%	+2.5%	1.616%
2/5/2021	Northwest Bancshares Inc.	7,520	$0.42M	0.1%	-10.9%	0.616%
2/1/2021	Institute for Wealth Management LLC.	18,456	$1.02M	0.2%	-6.2%	1.513%
1/27/2021	Chicago Partners Investment Group LLC	87,401	$5.19M	0.5%	-1.3%	7.164%
11/17/2020	IMC Chicago LLC	11,731	$0.51M	0.0%	-68.9%	0.895%
11/13/2020	Morgan Stanley	24,100	$1.05M	0.0%	-14.9%	1.840%
11/12/2020	Advisory Research Inc.	18,194	$0.79M	0.1%	-1.4%	1.389%
11/6/2020	Chicago Partners Investment Group LLC	88,548	$4.06M	0.5%	-9.7%	6.759%
11/5/2020	Wells Fargo & Company MN	19,227	$0.84M	0.0%	-1.9%	1.424%
11/3/2020	Institute for Wealth Management LLC.	19,672	$0.85M	0.2%	-3.4%	1.457%
10/26/2020	Rowland Carmichael Advisors Inc. ADV	775	$34K	0.0%	-41.9%	0.057%
10/20/2020	Northwest Bancshares Inc.	8,441	$0.37M	0.1%	-11.1%	0.625%
8/24/2020	Phocas Financial Corp.	21,352	$0.80M	0.1%	-23.6%	1.525%
8/14/2020	Bank of America Corp DE	19,505	$0.74M	0.0%	-7.5%	1.393%
8/14/2020	Advisor Group Holdings Inc.	7,678	$0.29M	0.0%	-13.8%	0.548%
8/12/2020	Kovitz Investment Group Partners LLC	5,390	$0.20M	0.0%	-82.3%	0.385%
8/12/2020	Commonwealth Equity Services LLC	7,345	$0.28M	0.0%	-5.1%	0.525%
8/7/2020	Northwest Bancshares Inc.	9,496	$0.36M	0.1%	N/A	0.655%
8/6/2020	WESCAP Management Group Inc.	5,363	$0.20M	0.1%	-56.0%	0.370%
7/31/2020	Chicago Partners Investment Group LLC	98,070	$3.93M	0.5%	-9.7%	6.538%
7/31/2020	UBS Group AG	13,725	$0.52M	0.0%	-13.3%	0.915%
6/16/2020	Royal Bank of Canada	16,118	$0.46M	0.0%	-45.6%	1.075%
5/18/2020	Advisor Group Holdings Inc.	8,903	$0.25M	0.0%	N/A	0.540%
5/15/2020	Jane Street Group LLC	16,098	$0.46M	0.0%	-33.0%	0.976%
5/15/2020	Morgan Stanley	28,129	$0.80M	0.0%	-2.1%	1.705%
5/14/2020	IMC Chicago LLC	31,244	$0.89M	0.0%	-43.9%	1.894%
5/13/2020	WESCAP Management Group Inc.	12,193	$0.35M	0.1%	-67.3%	0.739%
5/12/2020	JPMorgan Chase & Co.	5,500	$0.16M	0.0%	N/A	0.333%
5/11/2020	Commonwealth Equity Services LLC	7,740	$0.22M	0.0%	-18.2%	0.469%
5/1/2020	UBS Group AG	15,828	$0.45M	0.0%	-17.0%	0.931%
4/29/2020	Institute for Wealth Management LLC.	20,278	$0.58M	0.2%	-16.5%	1.159%
4/23/2020	Occidental Asset Management LLC	10,000	$0.29M	0.1%	-28.1%	0.571%
4/22/2020	Chicago Partners Investment Group LLC	108,567	$3.36M	0.5%	-4.9%	6.204%
2/17/2020	Ladenburg Thalmann Financial Services Inc.	9,583	$0.48M	0.0%	-13.8%	0.491%
2/15/2020	Kovitz Investment Group Partners LLC	30,905	$1.56M	0.0%	-2.6%	1.585%
2/14/2020	Jane Street Group LLC	24,022	$1.21M	0.0%	-4.7%	1.232%
2/14/2020	Financial Architects Inc	12,244	$0.62M	0.1%	-46.7%	0.628%
2/14/2020	UBS Group AG	19,072	$0.96M	0.0%	-6.2%	0.978%
2/13/2020	IMC Chicago LLC	55,739	$2.82M	0.0%	+78.3%	2.787%
2/12/2020	Advisor Group Inc.	1,361	$69K	0.0%	-21.6%	0.068%
2/4/2020	Cambridge Investment Research Advisors Inc.	9,705	$0.49M	0.0%	-3.6%	0.485%
1/27/2020	Institute for Wealth Management LLC.	1,227	$0.12M	0.3%	-94.9%	0.061%
1/27/2020	Dowling & Yahnke LLC	530	$27K	0.0%	N/A	0.027%
1/24/2020	Chicago Partners Investment Group LLC	114,171	$5.77M	0.7%	-18.4%	5.709%
11/27/2019	Phocas Financial Corp.	30,628	$1.42M	0.2%	-100.0%	1.392%
11/6/2019	Financial Architects Inc	22,977	$1.07M	0.2%	-6.7%	1.021%
10/31/2019	Chicago Partners Investment Group LLC	139,988	$6.53M	0.9%	-2.2%	6.222%
10/30/2019	Commonwealth Equity Services LLC	9,285	$0.43M	0.0%	-11.6%	0.413%
8/19/2019	Griffin Asset Management Inc.	550	$27K	0.0%	N/A	0.019%
8/19/2019	Phocas Financial Corp.	316,281,062	$1.58M	0.2%	+999,903.4%	10,906.244%
8/17/2019	Kovitz Investment Group Partners LLC	31,320	$1.56M	0.0%	-1.4%	1.080%
8/17/2019	Royal Bank of Canada	27,178	$1.36M	0.0%	+37.9%	0.937%
8/16/2019	Phocas Financial Corp.	316,281,062	$157.83M	0.3%	+999,903.4%	10,906.244%
8/16/2019	Susquehanna International Group LLP	27,395	$1.37M	0.0%	-27.3%	1.034%
8/16/2019	Prestige Wealth Management Group LLC	5,692	$0.28M	0.2%	N/A	0.215%
8/15/2019	Cambridge Investment Research Advisors Inc.	10,069	$0.50M	0.0%	+26.5%	0.380%
8/15/2019	Jane Street Group LLC	8,344	$0.42M	0.0%	-81.8%	0.315%
8/14/2019	Citadel Advisors LLC	44,667	$2.23M	0.0%	+20.8%	1.686%
8/14/2019	Morgan Stanley	39,628	$1.98M	0.0%	-46.8%	1.495%
8/14/2019	Bank of America Corp DE	27,556	$1.38M	0.0%	-26.1%	1.040%
8/10/2019	LPL Financial LLC	29,475	$1.47M	0.0%	-11.5%	1.112%
8/7/2019	JPMorgan Chase & Co.	298,722	$14.79M	0.0%	-2.1%	11.273%
8/7/2019	Patriot Financial Group Insurance Agency LLC	500	$25K	0.0%	N/A	0.019%
8/6/2019	Wells Fargo & Company MN	28,842	$1.44M	0.0%	-47.1%	1.088%
8/6/2019	WESCAP Management Group Inc.	66,471	$3.32M	1.4%	-16.7%	2.508%
8/2/2019	Institute for Wealth Management LLC.	24,275	$1.21M	0.3%	-7.3%	0.916%
6/30/2019	Chicago Partners Investment Group LLC	143,159	$7.04M	1.0%	-1.6%	5.402%
6/30/2019	Commonwealth Equity Services LLC	10,505	$0.52M	0.0%	-2.7%	0.396%
5/13/2019	Phocas Financial Corp.	31,628	$1.59M	0.2%	-1.6%	1.150%
5/8/2019	Cambridge Investment Research Advisors Inc.	7,960	$0.40M	0.0%	+11.2%	0.289%
5/7/2019	JPMorgan Chase & Co.	305,230	$15.37M	0.0%	-1.8%	11.099%
5/6/2019	WESCAP Management Group Inc.	79,791	$4.02M	1.7%	-6.3%	2.850%
5/3/2019	Financial Architects Inc	4,494	$0.23M	0.4%	-84.0%	0.161%
4/22/2019	Chicago Partners Investment Group LLC	145,417	$7.64M	1.1%	-1.5%	5.014%
4/10/2019	Cordasco Financial Network	1,013	$51K	0.1%	N/A	0.035%
2/15/2019	Peak Asset Management LLC	10,925	$0.46M	0.2%	-26.8%	0.364%
2/15/2019	Jane Street Group LLC	42,501	$1.80M	0.0%	+496.1%	1.417%
2/14/2019	MML Investors Services LLC	12,857	$0.55M	0.0%	-2.3%	0.429%
2/14/2019	Bank of America Corp DE	82,214	$3.48M	0.0%	-9.3%	2.740%
2/14/2019	Two Sigma Securities LLC	4,881	$0.21M	0.0%	N/A	0.163%
2/11/2019	Advisor Group Inc.	3,293	$0.14M	0.0%	+6.8%	0.108%
2/11/2019	Commonwealth Equity Services LLC	10,973	$0.46M	0.0%	+25.4%	0.360%
2/11/2019	Raymond James & Associates	8,605	$0.37M	0.0%	-10.8%	0.282%
2/11/2019	WESCAP Management Group Inc.	85,146	$3.61M	1.7%	N/A	2.792%
2/8/2019	Institute for Wealth Management LLC.	26,932	$1.14M	0.5%	N/A	0.883%
2/7/2019	LPL Financial LLC	31,065	$1.32M	0.0%	+1.1%	1.019%
2/4/2019	BB&T Securities LLC	69,050	$2.92M	0.0%	-3.2%	2.264%
2/1/2019	Financial Architects Inc	28,022	$1.19M	0.2%	-12.5%	0.919%
2/1/2019	Northern Capital Management LLC	89,720	$3.80M	1.0%	+3.7%	2.942%
1/28/2019	Private Capital Group LLC	1,705	$72K	0.0%	N/A	0.056%

(Data available from 1/1/2016 forward)

This page was last updated on 5/13/2021 by MarketBeat.com Staff

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Invesco S&P Spin-Off ETF Institutional Ownership

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Institutional Ownership

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

Institutional Buying and Selling by Quarter

Invesco S&P Spin-Off ETF (NYSEARCA CSD) Institutional Buying and Selling

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