Invesco S&P Spin-Off ETFCSDETF
13F holders, Q3 2025 (September 30)32holders +1
4new positions
3sold out
1famous investor
$94.06avg. 13F price*
At the end of Q3 2025, 32 institutions reported holding Invesco S&P Spin-Off ETF (CSD) in their 13F filings, up 1 from Q2 2025. 4 opened new positions and 3 sold out. The largest holders were Chicago Partners Investment Group LLC ($5.9M), Private Advisor Group, LLC ($4.7M) and LPL Financial LLC ($2.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.5M |
| Exits | 3 | $294K |
All 13F filers, Q2 2025 → Q3 2025: 60,032 shares bought and 6,743 shares sold, net +53,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Chicago Partners Investment Group LLC | 0.15% | Reduce -2.3% | 60,747 | $5.9M |
| Private Advisor Group, LLC | 0.02% | New | 50,203 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 22,413 | $2.1M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.3% | 16,011 | $1.5M |
| Bank of America Corp. | 0.00% | Add +2.4% | 10,449 | $973K |
| Occidental Asset Management, LLC | 0.12% | No change | 10,000 | $931K |
| Peak Asset Management, LLC | 0.16% | No change | 9,931 | $925K |
| Morgan Stanley | 0.00% | Add +1.1% | 7,918 | $737K |
| Phocas Financial Corp. | 0.09% | No change | 7,400 | $689K |
| Hikari Tsushin, Inc. | 0.03% | No change | 4,903 | $457K |
| First Manhattan Co. Llc. | 0.00% | New | 4,515 | $420K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.8% | 4,167 | $388K |
| Wells Fargo & Company | 0.00% | No change | 3,755 | $350K |
| Ameriprise Financial Inc. | 0.00% | Add +25.8% | 3,169 | $295K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.5% | 2,810 | $262K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 2,805 | $261K |
| Citadel Advisors | 0.00% | Reduce -28.0% | 2,713 | $253K |
| Raymond James Financial Inc. | 0.00% | Add +6.9% | 2,362 | $220K |
| Citizens Financial Group Inc. | 0.00% | New | 2,300 | $214K |
| JPMorgan Chase & Co. | 0.00% | New | 1,715 | $160K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,104 | $102K |
| Raffa Wealth Management, LLC | 0.02% | No change | 921 | $86K |
| Redmont Wealth Advisors LLC | 0.06% | No change | 453 | $42K |
| Jones Financial Companies LLLP | 0.00% | Add +21.0% | 426 | $39K |
| Blair William & Co. | 0.00% | No change | 410 | $38K |
| Allworth Financial LP | 0.00% | No change | 400 | $37K |
| Costello Asset Management, INC | 0.01% | No change | 356 | $33K |
| Citigroup Inc. | 0.00% | No change | 243 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 214 | $20K |
| FMR LLC | 0.00% | Add +5.8% | 183 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 50 | $5K |
"% 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.