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

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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)
$2.50M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$437.26K
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CSD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/24/2023 Raymond 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%
8/17/2022Advisory 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%
2/19/2022Western 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%
11/5/2021Advisor Group Holdings Inc.5,071$320K0.0%-14.5%0.433%
11/2/2021 Raymond 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%
8/6/2021 HighTower Advisors LLC4,975$323K0.0%+8.2%0.422%
8/6/2021 Northwest Bancshares Inc.3,229$208K0.0%-17.9%0.274%
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6/22/2021 Phocas 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%
4/23/2021 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%
2/12/2021Advisory Research Inc.36,198$2.01M0.1%+99.0%2.967%
2/10/2021 HighTower Advisors LLC4,714$260K0.0%N/A0.386%
2/9/2021Wells 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%
11/17/2020 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%
11/3/2020 Institute for Wealth Management LLC.19,672$854K0.2%-3.4%1.457%
10/26/2020Rowland Carmichael Advisors Inc. ADV775$34K0.0%-41.9%0.057%
10/20/2020 Northwest Bancshares Inc.8,441$367K0.1%-11.1%0.625%
8/24/2020 Phocas Financial Corp.21,352$804K0.1%-23.6%1.525%
8/14/2020Bank of America Corp DE19,505$735K0.0%-7.5%1.393%
8/14/2020Advisor Group Holdings Inc.7,678$289K0.0%-13.8%0.548%
8/12/2020Kovitz Investment Group Partners LLC5,390$203K0.0%-82.3%0.385%
8/12/2020Commonwealth Equity Services LLC7,345$276K0.0%-5.1%0.525%
8/7/2020 Northwest Bancshares Inc.9,496$358K0.1%N/A0.655%
8/6/2020WESCAP Management Group Inc.5,363$202K0.1%-56.0%0.370%
7/31/2020 Chicago Partners Investment Group LLC98,070$3.93M0.5%-9.7%6.538%
7/31/2020UBS Group AG13,725$518K0.0%-13.3%0.915%
6/16/2020Royal Bank of Canada16,118$460K0.0%-45.6%1.075%
5/18/2020Advisor Group Holdings Inc.8,903$254K0.0%N/A0.540%
5/15/2020Jane Street Group LLC16,098$458K0.0%-33.0%0.976%
5/15/2020Morgan Stanley28,129$801K0.0%-2.1%1.705%
5/14/2020 IMC Chicago LLC31,244$889K0.0%-43.9%1.894%
5/13/2020WESCAP Management Group Inc.12,193$347K0.1%-67.3%0.739%
5/12/2020JPMorgan Chase & Co.5,500$157K0.0%N/A0.333%
5/11/2020Commonwealth Equity Services LLC7,740$220K0.0%-18.2%0.469%
5/1/2020UBS Group AG15,828$451K0.0%-17.0%0.931%
(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, 11 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), Advisory Research Inc. ($669K), Phocas Financial Corp. ($477K), Commonwealth Equity Services LLC ($274K), and Raymond James & Associates ($269K).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), Allworth Financial LP ($400.00), and Steward Partners Investment Advisory LLC ($220.00).

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

Institutional investors have bought a total of 52,238 shares in the last 24 months. This purchase volume represents approximately $3.18M 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 ($38.62K), Chicago Partners Investment Group LLC ($20.55K), Phocas Financial Corp. ($12.41K), Institute for Wealth Management LLC. ($1.69K), Commonwealth Equity Services LLC ($1.02K), Advisory Research Inc. ($1.02K), and HighTower Advisors LLC ($397.00).

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

Institutional investors have sold a total of 75,902 shares in the last 24 months. This volume of shares sold represents approximately $4.01M in transactions.


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This page (NYSEARCA:CSD) was last updated on 5/10/2024 by MarketBeat.com Staff

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