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Invesco S&P Spin-Off ETF

31 hedge funds and large institutions have $22M invested in Invesco S&P Spin-Off ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $15.4M → $22M (+$6.66M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5.55% more ownership

Funds ownership: 22.34%27.88% (+5.5%)

3% more funds holding

Funds holding: 3031 (+1)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1
Chicago Partners Investment Group
Illinois
$5.88M -$128K -1,458 -2%
PAG
2
Private Advisor Group
New Jersey
$4.68M +$4.41M +50,203 New
LPL Financial
3
LPL Financial
California
$2.09M -$52.7K -600 -3%
IFWM
4
Institute for Wealth Management
Colorado
$1.49M -$4.13K -47 -0.3%
Bank of America
5
Bank of America
North Carolina
$973K +$21.8K +248 +2%
OAM
6
Occidental Asset Management
California
$931K
PAM
7
Peak Asset Management
Colorado
$925K
Morgan Stanley
8
Morgan Stanley
New York
$737K +$7.91K +90 +1%
PFC
9
Phocas Financial Corp
California
$689K
HTI
10
Hikari Tsushin Inc
Japan
$457K
First Manhattan
11
First Manhattan
New York
$420K +$397K +4,515 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$388K +$6.59K +75 +2%
Wells Fargo
13
Wells Fargo
California
$350K
Ameriprise
14
Ameriprise
Minnesota
$295K +$57.1K +650 +26%
HighTower Advisors
15
HighTower Advisors
Illinois
$262K -$6.41K -73 -3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$261K
Citadel Advisors
17
Citadel Advisors
Florida
$253K -$92.8K -1,056 -28%
Raymond James Financial
18
Raymond James Financial
Florida
$220K +$13.4K +152 +7%
CFG
19
Citizens Financial Group
Rhode Island
$214K +$202K +2,300 New
JP Morgan Chase
20
JP Morgan Chase
New York
$160K +$151K +1,715 New
Osaic Holdings
21
Osaic Holdings
Arizona
$102K
RWA
22
Redmont Wealth Advisors
Illinois
$42.2K
Jones Financial Companies
23
Jones Financial Companies
Missouri
$38.8K +$6.5K +74 +21%
William Blair & Company
24
William Blair & Company
Illinois
$38.2K
AF
25
Allworth Financial
California
$37.3K

CSD Hedge Fund Activity: Q3 2025 in Review

31 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q3 2025, worth a combined $22M — up 43% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CSD positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $4.41M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $259K sold.

  • 31 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q3 2025, up from 30 in Q2 2025.
  • Funds reported $22M of Invesco S&P Spin-Off ETF stock for Q3 2025, up 43% quarter-over-quarter.
  • 4 funds opened new Invesco S&P Spin-Off ETF positions in Q3 2025 and 3 closed out, a net change of +1 holder.
  • The largest Invesco S&P Spin-Off ETF buyer in Q3 2025 was Private Advisor Group, an estimated $4.41M added.
  • The largest Invesco S&P Spin-Off ETF seller in Q3 2025 was Susquehanna International Group, an estimated $259K sold.

Based on aggregated 13F filings for Q3 2025.