Invesco S&P Spin-Off ETF
CSD
28 hedge funds and large institutions have $25M invested in Invesco S&P Spin-Off ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
5,681% more capital inflows, than outflows
Capital inflows: $13.8M | Capital outflows: $238K
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
13.18% more ownership
Funds ownership: 18.25% → 31.43% (+13%)
12% more funds holding
Funds holding: 25 → 28 (+3)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$11.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$886K |
| 3 |
Harvest Fund Management
Beijing,
China
|
+$311K |
| 4 |
Morgan Stanley
New York
|
+$66K |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$4.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$153K |
| 2 |
RWA
Redmont Wealth Advisors
Chicago,
Illinois
|
-$36.4K |
| 3 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$14.9K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.32K |
CSD Hedge Fund Activity: Q4 2024 in Review
28 of the 7,615 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2024, worth a combined $25M — up 114% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CSD positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $11.9M. The largest seller was HighTower Advisors, cutting an estimated $153K.
- 28 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2024, up from 25 in Q3 2024.
- Funds reported $25M of Invesco S&P Spin-Off ETF stock for Q4 2024, up 114% quarter-over-quarter.
- 5 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Invesco S&P Spin-Off ETF buyer in Q4 2024 was Beacon Harbor Wealth Advisors, an estimated $11.9M added.
- The largest Invesco S&P Spin-Off ETF seller in Q4 2024 was HighTower Advisors, an estimated $153K sold.
Based on aggregated 13F filings for Q4 2024.