Invesco S&P Spin-Off ETF
CSD
31 hedge funds and large institutions have $11.3M invested in Invesco S&P Spin-Off ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 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
10% more capital invested
Capital invested by funds: $10.2M → $11.3M (+$1.07M)
7% more funds holding
Funds holding: 29 → 31 (+2)
0.02% more ownership
Funds ownership: 20.64% → 20.65% (+0.02%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$792K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$156K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$23.2K |
| 4 |
EWP
Elevation Wealth Partners
Santa Rosa,
California
|
+$21.1K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$730K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$362K |
| 3 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$97.7K |
| 4 |
WPWM
Western Pacific Wealth Management
Lake Forest,
Illinois
|
-$84K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$64.8K |
CSD Hedge Fund Activity: Q4 2023 in Review
31 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2023, worth a combined $11.3M — up 10% 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 6 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.
- 31 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2023, up from 29 in Q3 2023.
- Funds reported $11.3M of Invesco S&P Spin-Off ETF stock for Q4 2023, up 10% 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.