Who Owns CSD?
Invesco S&P Spin-Off ETF — Institutional Ownership & 13F Holdings
$128.60
+1.09 (+0.85%)
Market Cap
$90.0M
Shares Outstanding
829,162
Institutional Holders
29
Total Inst. Value
$27.0M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
6
Closed Positions
3
Increased
4
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $14.5M | 315,657 |
| 2 | Chicago Partners Investment Group LLC | $4.7M | 62,478 |
| 3 | Institute for Wealth Management, LLC. | $1.2M | 16,225 |
| 4 | IMC-Chicago, LLCNew | $971K | 12,948 |
| 5 | BANK OF AMERICA CORP /DE/ | $809K | 10,808 |
| 6 | Occidental Asset Management, LLC | $750K | 10,000 |
| 7 | Peak Asset Management, LLC | $745K | 9,931 |
| 8 | Phocas Financial Corp. | $555K | 7,400 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $528K | 7,041 |
| 10 | MORGAN STANLEY | $469K | 6,260 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +316K | $14.5M |
| IMC-Chicago, LLCNew | +13K | $971K |
| BANK OF AMERICA CORP /DE/ | +32 | $809K |
| CITADEL ADVISORS LLCNew | +4K | $295K |
| WELLS FARGO & COMPANY/MN | +1 | $269K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -3K | $528K |
| UBS Group AG | -3K | $42K |
| MORGAN STANLEY | -860 | $469K |
| COMMONWEALTH EQUITY SERVICES, LLC | -125 | $321K |
| Chicago Partners Investment Group LLC | -98 | $4.7M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold CSD?
As of Q1 2025, 29 institutional investors report holding CSD (Invesco S&P Spin-Off ETF) in their 13F filings.
Which hedge fund owns the most CSD?
The largest institutional holder of CSD is JONES FINANCIAL COMPANIES LLLP with $14.5M in shares.
Are institutions buying or selling CSD?
This quarter, 6 institutions opened new positions in CSD and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.