Invesco S&P Spin-Off ETF
CSD
28 hedge funds and large institutions have $12.8M invested in Invesco S&P Spin-Off ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.
10% more capital invested
Capital invested by funds: $11.7M → $12.8M (+$1.12M)
0.83% more ownership
Funds ownership: 21.33% → 22.16% (+0.83%)
7% less funds holding
Funds holding: 30 → 28 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
80% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 10
Top Buyers
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$1.57M |
| 2 |
HTI
Hikari Tsushin Inc
Tokyo,
Japan
|
+$275K |
| 3 |
RWA
Redmont Wealth Advisors
Chicago,
Illinois
|
+$38.8K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$32.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$524 |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$694K |
| 2 |
Morgan Stanley
New York
|
-$493K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$441K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$82.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$69.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
26
Raleigh Capital Management
Cary,
North Carolina
| $923 | – | – | – |
|
|
EWP
27
Elevation Wealth Partners
Santa Rosa,
California
| $62 | -$23.8K | -363 | -100% |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| $53 | – | – | – |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$441K | -6,831 | Closed |
|
|
TWM
30
Tradition Wealth Management
Edina,
Minnesota
| – | -$50K | -773 | Closed |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | -$13.5K | -209 | Closed |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.8K | -90 | Closed |
|
|
MWM
33
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$3.16K | -49 | Closed |
|
CSD Hedge Fund Activity: Q1 2024 in Review
28 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2024, worth a combined $12.8M — up 9.6% from $11.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CSD and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 2 added.
The largest buyer was IMC Chicago, opening a new position worth an estimated $1.57M. The largest seller was Citadel Advisors, cutting an estimated $694K.
- 28 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2024, down from 30 in Q4 2023.
- Funds reported $12.8M of Invesco S&P Spin-Off ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
- 3 funds opened new Invesco S&P Spin-Off ETF positions in Q1 2024 and 5 closed out, a net change of -2 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q1 2024 was IMC Chicago, an estimated $1.57M added.
- The largest Invesco S&P Spin-Off ETF seller in Q1 2024 was Citadel Advisors, an estimated $694K sold.
Based on aggregated 13F filings for Q1 2024.