Invesco S&P Spin-Off ETFCSDETF
13F holders, Q2 2026 (June 30)54holders +13
15new positions
4sold out
$148.33avg. 13F price*
At the end of Q2 2026, 54 institutions reported holding Invesco S&P Spin-Off ETF (CSD) in their 13F filings, up 13 from Q1 2026. 15 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($16.0M), Raymond James Financial Inc. ($10.3M) and Bank of America Corp. ($7.8M).
- Company
- Invesco S&P Spin-Off ETF
- CUSIP
- 46137V159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $19.2M |
| Exits | 4 | $630K |
All 13F filers, Q1 2026 → Q2 2026: 379,490 shares bought and 6,095 shares sold, net +373,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| LPL Financial LLC | 0.00% | Add +277.9% | 106,675 | $16.0M |
| Raymond James Financial Inc. | 0.00% | Add +1990.3% | 68,668 | $10.3M |
| Bank of America Corp. | 0.00% | Add +172.9% | 52,252 | $7.8M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.4% | 56,715 | $7.7M |
| Brookstone Capital Management | 0.07% | New | 46,389 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Add +23.2% | 45,618 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +640.8% | 29,875 | $4.5M |
| SBI Okasan Asset Management Co.Ltd. | 0.12% | New | 24,460 | $3.6M |
| Two Sigma Investments, LP | 0.00% | New | 19,700 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +62.4% | 19,534 | $2.9M |
| Del-Sette Capital Management, LLC | 1.52% | Add +151.9% | 17,416 | $2.6M |
| Institute for Wealth Management, LLC. | 0.21% | No change | 15,758 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +46.0% | 14,905 | $2.2M |
| Morgan Stanley | 0.00% | Add +40.1% | 14,782 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | New | 14,062 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +140.3% | 11,016 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.7% | 10,419 | $1.6M |
| Occidental Asset Management, LLC | 0.15% | No change | 10,000 | $1.5M |
| Peak Asset Management, LLC | 0.22% | No change | 9,931 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 9,589 | $1.4M |
| Sigma Planning Corp | 0.03% | New | 9,120 | $1.4M |
| Phocas Financial Corp. | 0.15% | No change | 7,400 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +89.8% | 7,254 | $1.1M |
| Regatta Research & Money Management | 0.92% | — | 6,465 | $968K |
| Hikari Tsushin, Inc. | 0.05% | No change | 4,903 | $734K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,515 | $676K |
| Betterment LLC | 0.00% | Add +67.9% | 3,776 | $565K |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.2% | 3,198 | $479K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,087 | $462K |
| HighTower Advisors, LLC | 0.00% | Add +7.7% | 3,031 | $454K |
| Fulcrum Equity Management | 0.28% | Add +13.4% | 2,328 | $349K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,300 | $344K |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 1,845 | $276K |
| First National Bank Sioux Falls | 0.06% | No change | 1,767 | $219K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,347 | $202K |
| Raffa Wealth Management, LLC | 0.02% | No change | 922 | $138K |
| JPMorgan Chase & Co. | 0.00% | New | 815 | $119K |
| Blair William & Co. | 0.00% | No change | 410 | $61K |
| Global Retirement Partners, LLC | 0.00% | — | 403 | $60K |
| Allworth Financial LP | 0.00% | No change | 400 | $60K |
| Costello Asset Management, INC | 0.02% | No change | 356 | $53K |
| Citigroup Inc. | 0.00% | No change | 243 | $36K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 215 | $32K |
| FMR LLC | 0.00% | Add +5.5% | 191 | $29K |
| Wells Fargo & Company | 0.00% | No change | 110 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $15K |
| BlackRock, Inc. | 0.00% | New | 100 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 100 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +312.5% | 66 | $10K |
| AE Wealth Management LLC | 0.00% | No change | 50 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | New | 42 | $6K |
| UBS Group AG | 0.00% | New | 19 | $3K |
| Founders Financial Alliance, LLC | 0.00% | New | 11 | $2K |
| Millstone Evans Group, LLC | 0.00% | New | 7 | $1K |
"% of holder's portfolio" is CSD's weight in each manager's 13F, not the share of Invesco S&P Spin-Off ETF the manager owns.