Invesco S&P Spin-Off ETF
CSD
29 hedge funds and large institutions have $14.9M 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: 28 → 29 (+1)
8.38% less ownership
Funds ownership: 31.43% → 23.05% (-8.4%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
40% less capital invested
Capital invested by funds: $25M → $14.9M (-$10.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$11.6M |
| 2 |
HFM
Harvest Fund Management
Beijing,
China
|
-$306K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$291K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$270K |
| 5 |
Morgan Stanley
New York
|
-$71.6K |
CSD Hedge Fund Activity: Q1 2025 in Review
29 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2025, worth a combined $14.9M — down 40% from $25M 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.
- 29 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $14.9M of Invesco S&P Spin-Off ETF stock for Q1 2025, down 40% 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.