Invesco S&P Spin-Off ETF
CSD
31 hedge funds and large institutions have $13M invested in Invesco S&P Spin-Off ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
2.13% less ownership
Funds ownership: 26.23% → 24.1% (-2.1%)
9% less funds holding
Funds holding: 34 → 31 (-3)
26% less capital invested
Capital invested by funds: $17.7M → $13M (-$4.68M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | – | – | – |
|
|
EI
27
Ellevest Inc
New York
| $6K | – | – | – |
|
|
DSC
28
Duncker Streett & Co
St. Louis,
Missouri
| $5K | – | – | – |
|
|
SIC
29
Salem Investment Counselors
Winston Salem,
North Carolina
| $5K | +$5.61K | +100 | New |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
RCM
31
Raleigh Capital Management
Cary,
North Carolina
| $1K | – | – | – |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$275K | -4,581 | Closed |
|
33
LPL Financial
San Diego,
California
| – | -$241K | -4,017 | Closed |
|
|
SWM
34
Spire Wealth Management
Mclean,
Virginia
| – | -$36K | -600 | Closed |
|
35
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$7K | -109 | Closed |
|
CSD Hedge Fund Activity: Q2 2022 in Review
31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q2 2022, worth a combined $13M — down 26% from $17.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CSD and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Royal Bank of Canada, adding an estimated $589K. The largest seller was IMC Chicago, cutting an estimated $1.54M.
- 31 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q2 2022, down from 34 in Q1 2022.
- Funds reported $13M of Invesco S&P Spin-Off ETF stock for Q2 2022, down 26% quarter-over-quarter.
- 1 fund opened new Invesco S&P Spin-Off ETF positions in Q2 2022 and 4 closed out, a net change of -3 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $589K added.
- The largest Invesco S&P Spin-Off ETF seller in Q2 2022 was IMC Chicago, an estimated $1.54M sold.
Based on aggregated 13F filings for Q2 2022.