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Invesco S&P Spin-Off ETF
CSD

28 hedge funds and large institutions have $14.8M 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.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 27 → 28 (+1)

8.39% less ownership

Funds ownership: 31.33% → 22.94% (-8.4%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

41% less capital invested

Capital invested by funds: $24.9M → $14.8M (-$10.1M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
4
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.52M
2
IMC Chicago
IMC Chicago
Illinois
+$1.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$327K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$62.4K
5
Osaic Holdings
Osaic Holdings
Arizona
+$45.1K

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$11.6M
2
HFM
Harvest Fund Management
China
-$306K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$291K
4
UBS Group
UBS Group
Switzerland
-$270K
5
Morgan Stanley
Morgan Stanley
New York
-$71.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1
Chicago Partners Investment Group
Illinois
$4.69M -$8.16K -98 -0.2%
LPL Financial
2
LPL Financial
California
$2.27M +$2.52M +30,215 New
IFWM
3
Institute for Wealth Management
Colorado
$1.22M -$7.49K -90 -0.6%
IMC Chicago
4
IMC Chicago
Illinois
$971K +$1.08M +12,948 New
Bank of America
5
Bank of America
North Carolina
$811K +$2.66K +32 +0.3%
OAM
6
Occidental Asset Management
California
$750K – – –
PAM
7
Peak Asset Management
Colorado
$745K – – –
PFC
8
Phocas Financial Corp
California
$555K – – –
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$528K -$291K -3,498 -33%
Morgan Stanley
10
Morgan Stanley
New York
$470K -$71.6K -860 -12%
HTI
11
Hikari Tsushin Inc
Japan
$368K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$321K -$10.4K -125 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$295K +$327K +3,931 New
Wells Fargo
14
Wells Fargo
California
$269K +$83 +1 +0%
HighTower Advisors
15
HighTower Advisors
Illinois
$221K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$56K +$62.4K +750 New
Osaic Holdings
17
Osaic Holdings
Arizona
$55.2K +$45.1K +542 +279%
UBS Group
18
UBS Group
Switzerland
$42.3K -$270K -3,238 -85%
RWA
19
Redmont Wealth Advisors
Illinois
$34K +$37.7K +453 New
William Blair & Company
20
William Blair & Company
Illinois
$30.8K – – –
AF
21
Allworth Financial
California
$28.9K – – –
CAM
22
Costello Asset Management
Pennsylvania
$26.7K +$29.6K +356 New
Citigroup
23
Citigroup
New York
$18.2K – – –
Jones Financial Companies
24
Jones Financial Companies
Missouri
$15.1K +$3.83K +46 +29%
DSC
25
Duncker Streett & Co
Missouri
$7.5K – – –
1
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CSD Hedge Fund Activity: Q1 2025 in Review

28 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q1 2025, worth a combined $14.8M — down 41% from $24.9M 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.

  • 28 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q1 2025, up from 27 in Q4 2024.
  • Funds reported $14.8M of Invesco S&P Spin-Off ETF stock for Q1 2025, down 41% 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.