Invesco S&P Spin-Off ETF
CSD
35 hedge funds and large institutions have $16.9M invested in Invesco S&P Spin-Off ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
9% more funds holding
Funds holding: 32 → 35 (+3)
0.83% more ownership
Funds ownership: 22.7% → 23.53% (+0.83%)
0% more capital invested
Capital invested by funds: $16.8M → $16.9M (+$33.4K)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$586K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$189K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$99.8K |
| 4 |
LPL Financial
San Diego,
California
|
+$17.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$216K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$102K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$50.8K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$13.8K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$10.8K |
CSD Hedge Fund Activity: Q4 2021 in Review
35 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2021, worth a combined $16.9M — up 0.2% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CSD positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $586K. The largest seller was Advisory Research, cutting an estimated $216K.
- 35 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2021, up from 32 in Q3 2021.
- Funds reported $16.9M of Invesco S&P Spin-Off ETF stock for Q4 2021, up 0.2% quarter-over-quarter.
- 4 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2021 and 1 closed out, a net change of +3 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2021 was Morgan Stanley, an estimated $586K added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2021 was Advisory Research, an estimated $216K sold.
Based on aggregated 13F filings for Q4 2021.