Who Owns Invesco S&P Spin-Off ETF (CSD)?Hedge Fund & Institutional Holders
Institutional Holders
41
as of Q4 2025
Total Institutional Value
$6.335300020001576e+58T
% of Float Held
—
QoQ Change in Holders
+15 / -3
Price History
CSD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Chicago Partners Investment Group LLC | New Position | +57K | +$6.3M |
| Institute for Wealth Management, LLC. | New Position | +16K | +$1.6M |
| Occidental Asset Management, LLC | New Position | +10K | +$997K |
| Fulcrum Equity Management | New Position | +3K | +$258K |
| CITIZENS FINANCIAL GROUP INC/RI | New Position | +2K | +$229K |
| UBS Group AG | New Position | +500 | +$49K |
| Costello Asset Management, INC | New Position | +356 | +$35K |
| Harbor Asset Planning, Inc. | New Position | +215 | +$21K |
| DUNCKER STREETT & CO INC | New Position | +100 | +$9K |
| AE Wealth Management LLC | New Position | +50 | +$4K |
| TWO SIGMA INVESTMENTS, LP | New Position | +2K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +4K | +$0 |
| CWM, LLC | New Position | +0 | +$0 |
| Kestra Advisory Services, LLC | New Position | +491 | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +4K | +$0 |
CSD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Private Advisor Group, LLC | Decreased | -11K | -$4.7B |
| LPL Financial LLC | Decreased | -279 | -$2.1B |
| BANK OF AMERICA CORP /DE/ | Decreased | -515 | -$973.0M |
| MORGAN STANLEY | Decreased | -527 | -$737.4M |
| AMERIPRISE FINANCIAL INC | Decreased | -250 | -$295.1M |
| Integrated Wealth Concepts LLC | Closed Position | -3K | -$261.2M |
| CITADEL ADVISORS LLC | Closed Position | -3K | -$252.6M |
| JPMORGAN CHASE & CO | Closed Position | -2K | -$159.7M |
| REDMONT WEALTH ADVISORS LLC | Decreased | -453 | -$80.1M |
| FMR LLC | Decreased | -2 | -$17.0M |
Top Institutional Holders(Q4 2025)
CSD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 34 | $16.3M | +13 |
| Q3 2025 | 21 | $13.1B | -7 |
| Q2 2025 | 28 | $14.2B | -1 |
| Q1 2025 | 29 | $28.9B | +3 |
| Q4 2024 | 26 | $5.3T | +6 |
| Q3 2024 | 20 | $7.5T | -1 |
| Q2 2024 | 21 | $7.2T | -2 |
| Q1 2024 | 23 | $6.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 41 institutional investors hold CSD (Invesco S&P Spin-Off ETF). The largest holder is Chicago Partners Investment Group LLC with $6.3M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own CSD?
As of Q4 2025, 41 institutional investors report holding CSD (Invesco S&P Spin-Off ETF) in their 13F filings.
Who is the largest institutional holder of CSD?
The largest institutional holder of CSD is Chicago Partners Investment Group LLC with $6.3M in shares.
Is institutional ownership of CSD increasing or decreasing?
This quarter, 15 institutions opened new positions in CSD and 3 closed their positions.