Invesco S&P Spin-Off ETF
CSD
28 hedge funds and large institutions have $14.8M invested in Invesco S&P Spin-Off ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 27 → 28 (+1)
8.39% less ownership
Funds ownership: 31.33% → 22.94% (-8.4%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
41% less capital invested
Capital invested by funds: $24.9M → $14.8M (-$10.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$2.52M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$1.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$327K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$62.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$45.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
26
Transce3nd
Kyle,
Texas
| $4.65K | – | – | – |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| $3.75K | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $525 | – | – | – |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| $53 | – | – | – |
|
|
BHWA
30
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| – | -$11.6M | -141,116 | Closed |
|
|
HFM
31
Harvest Fund Management
Beijing,
China
| – | -$306K | -3,720 | Closed |
|
|
RCM
32
Raleigh Capital Management
Cary,
North Carolina
| – | -$1.07K | -13 | Closed |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$499 | -6 | Closed |
|
|
EWP
34
Elevation Wealth Partners
Santa Rosa,
California
| – | -$72 | -1 | Closed |
|
CSD Hedge Fund Activity: Q1 2025 in Review
28 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2025, worth a combined $14.8M — down 41% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CSD positions and 5 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $2.52M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $11.6M sold.
- 28 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2025, up from 27 in Q4 2024.
- Funds reported $14.8M of Invesco S&P Spin-Off ETF stock for Q1 2025, down 41% quarter-over-quarter.
- 6 funds opened new Invesco S&P Spin-Off ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
- The largest Invesco S&P Spin-Off ETF buyer in Q1 2025 was LPL Financial, an estimated $2.52M added.
- The largest Invesco S&P Spin-Off ETF seller in Q1 2025 was Beacon Harbor Wealth Advisors, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2025.