Invesco S&P Spin-Off ETF
CSD
30 hedge funds and large institutions have $11.7M invested in Invesco S&P Spin-Off ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $10.2M → $11.7M (+$1.49M)
7% more funds holding
Funds holding: 28 → 30 (+2)
0.79% more ownership
Funds ownership: 20.54% → 21.33% (+0.79%)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$792K |
| 2 |
Morgan Stanley
New York
|
+$391K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$156K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$23.2K |
| 5 |
EWP
Elevation Wealth Partners
Santa Rosa,
California
|
+$21.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $5.8K | – | – | – |
|
|
MWM
27
Mascoma Wealth Management
Hanover,
New Hampshire
| $3.16K | +$2.84K | +49 | New |
|
|
HFM
28
Harvest Fund Management
Beijing,
China
| $1K | – | – | – |
|
|
RCM
29
Raleigh Capital Management
Cary,
North Carolina
| $838 | – | – | – |
|
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $53 | – | – | – |
|
31
IMC Chicago
Chicago,
Illinois
| – | -$730K | -13,030 | Closed |
|
|
WPWM
32
Western Pacific Wealth Management
Lake Forest,
Illinois
| – | -$84K | -1,500 | Closed |
|
|
AA
33
Ancora Advisors
Cleveland,
Ohio
| – | -$8.4K | -150 | Closed |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2.21K | -38 | -86% |
|
CSD Hedge Fund Activity: Q4 2023 in Review
30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2023, worth a combined $11.7M — up 15% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CSD positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $792K. The largest seller was IMC Chicago, exiting entirely with an estimated $730K sold.
- 30 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $11.7M of Invesco S&P Spin-Off ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 5 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2023 was Citadel Advisors, an estimated $792K added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2023 was IMC Chicago, an estimated $730K sold.
Based on aggregated 13F filings for Q4 2023.