Invesco S&P Spin-Off ETFCSDETF
13F holders, Q4 2025 (December 31)34holders +2
5new positions
3sold out
$102.60avg. 13F price*
At the end of Q4 2025, 34 institutions reported holding Invesco S&P Spin-Off ETF (CSD) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Chicago Partners Investment Group LLC ($6.3M), Private Advisor Group, LLC ($3.9M) and LPL Financial LLC ($2.2M).
- Company
- Invesco S&P Spin-Off ETF
- CUSIP
- 46137V159
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $998K |
| Exits | 3 | $674K |
All 13F filers, Q3 2025 → Q4 2025: 10,527 shares bought and 23,834 shares sold, net −13,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Chicago Partners Investment Group LLC | 0.16% | Reduce -6.0% | 57,133 | $6.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -21.6% | 39,358 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 22,134 | $2.2M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -1.3% | 15,801 | $1.6M |
| Occidental Asset Management, LLC | 0.12% | No change | 10,000 | $997K |
| Bank of America Corp. | 0.00% | Reduce -4.9% | 9,934 | $991K |
| Peak Asset Management, LLC | 0.17% | No change | 9,931 | $990K |
| Phocas Financial Corp. | 0.10% | No change | 7,400 | $738K |
| Morgan Stanley | 0.00% | Reduce -6.7% | 7,391 | $737K |
| Hikari Tsushin, Inc. | 0.03% | No change | 4,903 | $489K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,515 | $450K |
| Susquehanna International Group, LLP | 0.00% | New | 4,322 | $431K |
| Wells Fargo & Company | 0.00% | Add +2.9% | 3,864 | $385K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.6% | 3,808 | $380K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 2,919 | $291K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 2,813 | $281K |
| Fulcrum Equity Management | 0.25% | New | 2,596 | $259K |
| Raymond James Financial Inc. | 0.00% | Add +5.3% | 2,486 | $248K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,300 | $229K |
| Two Sigma Investments, LP | 0.00% | New | 2,100 | $209K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,104 | $110K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.1% | 922 | $92K |
| Jones Financial Companies LLLP | 0.00% | Add +65.7% | 706 | $70K |
| UBS Group AG | 0.00% | New | 500 | $50K |
| Kestra Advisory Services, LLC | 0.00% | New | 491 | $49K |
| Redmont Wealth Advisors LLC | 0.07% | No change | 453 | $45K |
| Blair William & Co. | 0.00% | No change | 410 | $41K |
| Allworth Financial LP | 0.00% | No change | 400 | $40K |
| Costello Asset Management, INC | 0.01% | No change | 356 | $36K |
| Citigroup Inc. | 0.00% | No change | 243 | $24K |
| Harbor Asset Planning, Inc. | 0.02% | Add +0.5% | 215 | $21K |
| FMR LLC | 0.00% | Reduce -1.1% | 181 | $18K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $10K |
| 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.