Invesco S&P Spin-Off ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 27 [Q4 2024] → 28 (+1) [Q1 2025]
8.39% less ownership
Funds ownership: 31.33% [Q4 2024] → 22.94% (-8.39%) [Q1 2025]
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
41% less capital invested
Capital invested by funds: $24.9M [Q4 2024] → $14.8M (-$10.1M) [Q1 2025]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for CSD.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
CSD: U.S. Spin-Off ETF Not Meeting Expectations
CSD is comprised of U.S. companies that have spun-off from their parent companies over the last four years. Its ER is 0.64% and the ETF has $63 million in AUM. Long-term research provided by S&P Global Market Intelligence suggests investing in spin-offs can substantially outperform the broader market. However, that hasn't translated into solid real-world results. CSD has struggled since its Index change in May 2016, delivering about half the total return of the S&P 500.
Positive
Seeking Alpha
6 months ago
Tech IPOs Poised For Return To Pre-Pandemic Normalcy In 2025
The new year is poised for a resurgence in tech IPOs, as lower interest rates and an investor shift to small- and mid-cap companies combine to create a more welcoming market for debuts. The current environment presents the most favorable conditions for the recovery of IPOs in the past three years. The S&P 400 Midcap Index and the S&P 600 Index have outperformed the S&P 500 Index since the US election Nov. 5.
Positive
InvestorPlace
1 year ago
Tap Into Trends: 3 Thematic ETFs to Capture the Market's Pulse
Today, we discuss three thematic ETFs to buy for investors looking to tap into future trends, consumer preferences or disruptive technologies. Metrics suggest how fast investor sentiment towards certain themes, industries, countries or stocks may change on Wall Street.
Neutral
Seeking Alpha
1 year ago
Why Now For U.S. Equity Income?
US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.
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