Invesco S&P Spin-Off ETF
CSD
30 hedge funds and large institutions have $12.3M invested in Invesco S&P Spin-Off ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.
5% less capital invested
Capital invested by funds: $12.9M → $12.3M (-$646K)
2.77% less ownership
Funds ownership: 25.13% → 22.36% (-2.8%)
3% less funds holding
Funds holding: 31 → 30 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$29.5K |
| 2 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$15.3K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.55K |
| 4 |
PAM
Peak Asset Management
Louisville,
Colorado
|
+$1.69K |
| 5 |
RWM
Raffa Wealth Management
Washington,
District of Columbia
|
+$370 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$592K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$541K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$500K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$218K |
| 5 |
Morgan Stanley
New York
|
-$42.2K |
CSD Hedge Fund Activity: Q4 2022 in Review
30 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2022, worth a combined $12.3M — down 5% from $12.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CSD and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.
The largest buyer was Phocas Financial Corp, adding an estimated $29.5K. The largest seller was IMC Chicago, cutting an estimated $592K.
- 30 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2022, down from 31 in Q3 2022.
- Funds reported $12.3M of Invesco S&P Spin-Off ETF stock for Q4 2022, down 5% quarter-over-quarter.
- 2 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2022 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2022 was Phocas Financial Corp, an estimated $29.5K added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2022 was IMC Chicago, an estimated $592K sold.
Based on aggregated 13F filings for Q4 2022.