Invesco S&P Spin-Off ETFCSDETF
13F holders, Q2 2025 (June 30)31holders +2
3new positions
2sold out
1famous investor
$84.95avg. 13F price*
At the end of Q2 2025, 31 institutions reported holding Invesco S&P Spin-Off ETF (CSD) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Chicago Partners Investment Group LLC ($5.4M), LPL Financial LLC ($1.9M) and Institute for Wealth Management, LLC. ($1.3M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $632K |
| Exits | 2 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 9,956 shares bought and 26,513 shares sold, net −16,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.4% | 62,205 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -23.8% | 23,013 | $1.9M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -1.0% | 16,058 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 10,201 | $856K |
| Occidental Asset Management, LLC | 0.12% | No change | 10,000 | $839K |
| Peak Asset Management, LLC | 0.15% | No change | 9,931 | $833K |
| Morgan Stanley | 0.00% | Add +25.1% | 7,828 | $657K |
| Phocas Financial Corp. | 0.09% | No change | 7,400 | $621K |
| Hikari Tsushin, Inc. | 0.03% | No change | 4,903 | $411K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 4,092 | $343K |
| Citadel Advisors | 0.00% | Reduce -4.1% | 3,769 | $316K |
| Wells Fargo & Company | 0.00% | Add +4.7% | 3,755 | $315K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.2% | 3,083 | $259K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 2,883 | $242K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,805 | $235K |
| Ameriprise Financial Inc. | 0.00% | New | 2,519 | $211K |
| Raymond James Financial Inc. | 0.00% | New | 2,210 | $185K |
| Osaic Holdings, Inc. | 0.00% | Add +50.0% | 1,104 | $93K |
| Raffa Wealth Management, LLC | 0.02% | No change | 921 | $77K |
| Redmont Wealth Advisors LLC | 0.06% | No change | 453 | $38K |
| Blair William & Co. | 0.00% | No change | 410 | $34K |
| Allworth Financial LP | 0.00% | No change | 400 | $34K |
| UBS Group AG | 0.00% | Reduce -35.5% | 364 | $31K |
| Costello Asset Management, INC | 0.01% | No change | 356 | $30K |
| Jones Financial Companies LLLP | 0.00% | Add +74.3% | 352 | $30K |
| Citigroup Inc. | 0.00% | No change | 243 | $20K |
| Harbor Asset Planning, Inc. | 0.02% | — | 214 | $18K |
| FMR LLC | 0.00% | Add +2371.4% | 173 | $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 |
"% 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.