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

$135.28 -1.19 (-0.87%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$8.36M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.12M
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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
7/10/2026 Fulcrum Equity Management2,328$349K0.3%+13.4%0.147%
5/19/2026Bank of America Corp DE19,148$2.16M0.0%+92.8%1.651%
5/13/2026Cetera Investment Advisers1,802$203K0.0%N/A0.155%
5/4/2026Chicago Partners Investment Group LLC56,931$6.41M0.1%-0.4%4.908%
5/4/2026Del Sette Capital Management LLC6,914$779K0.5%N/A0.596%
4/27/2026Private Advisor Group LLC37,035$4.17M0.0%-5.9%3.461%
4/17/2026First National Bank Sioux Falls1,767$219K0.1%N/A0.177%
2/17/2026Private Advisor Group LLC39,358$3.93M0.0%-21.6%4.742%
2/13/2026Kestra Advisory Services LLC491$49K0.0%N/A0.059%
2/13/2026Wells Fargo & Company MN3,864$385K0.0%+2.9%0.466%
2/12/2026Commonwealth Equity Services LLC3,808$380K0.0%-8.6%0.459%
2/11/2026LPL Financial LLC22,134$2.21M0.0%-1.2%2.667%
1/28/2026Chicago Partners Investment Group LLC57,133$5.70M0.1%-5.9%6.883%
1/27/2026Institute for Wealth Management LLC.15,801$1.58M0.2%-1.3%1.904%
1/6/2026 Fulcrum Equity Management2,596$259K0.2%N/A0.313%
1/1/2026JPMorgan Chase & Co.1,715$160K0.0%N/A0.204%
11/17/2025Citadel Advisors LLC2,713$253K0.0%-28.0%0.323%
11/17/2025Bank of America Corp DE10,449$973K0.0%+2.4%1.244%
11/17/2025Ameriprise Financial Inc.3,169$295K0.0%+25.8%0.377%
11/14/2025Raymond James Financial Inc.2,362$220K0.0%+6.9%0.281%
11/13/2025Private Advisor Group LLC50,203$4.68M0.0%N/A5.977%
11/7/2025Redmont Wealth Advisors LLC453$42K0.1%N/A0.054%
11/7/2025JPMorgan Chase & Co.1,715$160K0.0%N/A0.204%
10/30/2025Chicago Partners Investment Group LLC60,747$5.88M0.2%-2.3%7.232%
10/24/2025Citizens Financial Group Inc. RI2,300$214K0.0%N/A0.274%
9/4/2025Osaic Holdings Inc.1,104$93K0.0%+50.0%0.130%
8/15/2025Bank of America Corp DE10,201$856K0.0%-5.6%1.200%
8/15/2025Ameriprise Financial Inc.2,519$211K0.0%N/A0.296%
8/14/2025Raymond James Financial Inc.2,210$185K0.0%N/A0.260%
7/29/2025Chicago Partners Investment Group LLC62,205$5.41M0.2%-0.4%7.680%
7/18/2025Institute 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%
5/9/2025Costello 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%
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1/24/2025Chicago Partners Investment Group LLC62,576$5.33M0.2%-0.3%7.631%
10/17/2024Redmont Wealth Advisors LLC453$36K0.1%-23.5%0.055%
4/26/2024Chicago 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%


CSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 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 ($6.41M), Private Advisor Group LLC ($4.17M), LPL Financial LLC ($2.21M), Bank of America Corp DE ($2.16M), and Institute for Wealth Management LLC. ($1.58M).Learn more on Invesco S&P Spin-Off ETF's institutional investors.

Of the 20 institutional investors that purchased Invesco S&P Spin-Off ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($315.50K), Beacon Harbor Wealth Advisors Inc. ($141.12K), Private Advisor Group LLC ($50.20K), LPL Financial LLC ($30.22K), IMC Chicago LLC ($12.95K), Bank of America Corp DE ($9.46K), and Del Sette Capital Management LLC ($6.91K).

Institutional investors have bought a total of 85,701 shares in the last 24 months. This purchase volume represents approximately $8.36M in transactions.

The following institutional investors have sold Invesco S&P Spin-Off ETF stock in the last 24 months: Private Advisor Group LLC ($13.17K), Chicago Partners Investment Group LLC ($5.55K), Citadel Advisors LLC ($1.06K), Bank of America Corp DE ($607.00), Commonwealth Equity Services LLC ($359.00), LPL Financial LLC ($279.00), and Institute for Wealth Management LLC. ($210.00).

Institutional investors have sold a total of 21,226 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.


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This page (NYSEARCA:CSD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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