Invesco S&P Spin-Off ETFCSDETF
13F holders, Q1 2025 (March 31)29holders +1
6new positions
4sold out
1famous investor
$75.01avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Invesco S&P Spin-Off ETF (CSD) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Chicago Partners Investment Group LLC ($4.7M), LPL Financial LLC ($2.3M) and Institute for Wealth Management, LLC. ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Spin-Off ETF
- CUSIP
- 46137V159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.6M |
| Exits | 4 | $11.9M |
All 13F filers, Q4 2024 → Q1 2025: 49,274 shares bought and 152,765 shares sold, net −103,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.2% | 62,478 | $4.7M |
| LPL Financial LLC | 0.00% | New | 30,215 | $2.3M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.6% | 16,225 | $1.2M |
| IMC-Chicago, LLC | 0.04% | New | 12,948 | $971K |
| Bank of America Corp. | 0.00% | Add +0.3% | 10,808 | $811K |
| Occidental Asset Management, LLC | 0.11% | No change | 10,000 | $750K |
| Peak Asset Management, LLC | 0.14% | No change | 9,931 | $745K |
| Phocas Financial Corp. | 0.09% | No change | 7,400 | $555K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.2% | 7,041 | $528K |
| Morgan Stanley | 0.00% | Reduce -12.1% | 6,260 | $470K |
| Hikari Tsushin, Inc. | 0.02% | No change | 4,903 | $368K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 4,277 | $321K |
| Citadel Advisors | 0.00% | New | 3,931 | $295K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 3,585 | $269K |
| HighTower Advisors, LLC | 0.00% | No change | 2,944 | $221K |
| Raffa Wealth Management, LLC | 0.02% | No change | 921 | $69K |
| Royal Bank of Canada | 0.00% | New | 750 | $56K |
| Osaic Holdings, Inc. | 0.00% | Add +279.4% | 736 | $55K |
| UBS Group AG | 0.00% | Reduce -85.2% | 564 | $42K |
| Redmont Wealth Advisors LLC | 0.07% | New | 453 | $34K |
| Blair William & Co. | 0.00% | No change | 410 | $31K |
| Allworth Financial LP | 0.00% | No change | 400 | $29K |
| Costello Asset Management, INC | 0.01% | New | 356 | $27K |
| Citigroup Inc. | 0.00% | No change | 243 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +29.5% | 202 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $8K |
| Transce3nd, LLC | 0.00% | No change | 62 | $5K |
| AE Wealth Management LLC | 0.00% | No change | 50 | $4K |
| FMR LLC | 0.00% | No change | 7 | $525 |
"% 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.