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Invesco S&P Spin-Off ETF

33 hedge funds and large institutions have $22.7M invested in Invesco S&P Spin-Off ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 3133 (+2)

3% more capital invested

Capital invested by funds: $22M → $22.7M (+$637K)

1.27% less ownership

Funds ownership: 27.88%26.62% (-1.3%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
9
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
$6.34M -$352K -3,614 -6%
PAG
2
Private Advisor Group
New Jersey
$3.93M -$1.06M -10,845 -22%
LPL Financial
3
LPL Financial
California
$2.21M -$27.2K -279 -1%
IFWM
4
Institute for Wealth Management
Colorado
$1.58M -$20.4K -210 -1%
OAM
5
Occidental Asset Management
California
$997K
Bank of America
6
Bank of America
North Carolina
$991K -$50.2K -515 -5%
PAM
7
Peak Asset Management
Colorado
$990K
PFC
8
Phocas Financial Corp
California
$738K
Morgan Stanley
9
Morgan Stanley
New York
$737K -$51.3K -527 -7%
HTI
10
Hikari Tsushin Inc
Japan
$489K
First Manhattan
11
First Manhattan
New York
$450K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$431K +$421K +4,322 New
Wells Fargo
13
Wells Fargo
California
$385K +$10.6K +109 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$380K -$35K -359 -9%
Ameriprise
15
Ameriprise
Minnesota
$291K -$24.3K -250 -8%
HighTower Advisors
16
HighTower Advisors
Illinois
$281K +$292 +3 +0.1%
FEM
17
Fulcrum Equity Management
Texas
$259K +$253K +2,596 New
Raymond James Financial
18
Raymond James Financial
Florida
$248K +$12.1K +124 +5%
CFG
19
Citizens Financial Group
Rhode Island
$229K
Two Sigma Investments
20
Two Sigma Investments
New York
$209K +$204K +2,100 New
Osaic Holdings
21
Osaic Holdings
Arizona
$110K
Jones Financial Companies
22
Jones Financial Companies
Missouri
$70.4K +$27.3K +280 +66%
UBS Group
23
UBS Group
Switzerland
$49.9K +$48.7K +500 New
KAS
24
Kestra Advisory Services
Texas
$49K +$47.8K +491 New
RWA
25
Redmont Wealth Advisors
Illinois
$45.2K

CSD Hedge Fund Activity: Q4 2025 in Review

33 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Spin-Off ETF (CSD) for Q4 2025, worth a combined $22.7M — up 2.9% from $22M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CSD positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $421K. The largest seller was Private Advisor Group, cutting an estimated $1.06M.

  • 33 institutional investors held Invesco S&P Spin-Off ETF (CSD) as of Q4 2025, up from 31 in Q3 2025.
  • Funds reported $22.7M of Invesco S&P Spin-Off ETF stock for Q4 2025, up 2.9% quarter-over-quarter.
  • 5 funds opened new Invesco S&P Spin-Off ETF positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest Invesco S&P Spin-Off ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $421K added.
  • The largest Invesco S&P Spin-Off ETF seller in Q4 2025 was Private Advisor Group, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2025.