Invesco S&P Spin-Off ETFCSDETF
13F holders, Q1 2026 (March 31)41holders +7
11new positions
3sold out
1famous investor
$115.67avg. 13F price*
At the end of Q1 2026, 41 institutions reported holding Invesco S&P Spin-Off ETF (CSD) in their 13F filings, up 7 from Q4 2025. 11 opened new positions and 3 sold out. The largest holders were Chicago Partners Investment Group LLC ($7.3M), Private Advisor Group, LLC ($4.2M) and LPL Financial LLC ($3.2M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.6M |
| Exits | 3 | $308K |
All 13F filers, Q4 2025 → Q1 2026: 73,807 shares bought and 10,796 shares sold, net +63,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.3% | 56,931 | $7.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.9% | 37,035 | $4.2M |
| LPL Financial LLC | 0.00% | Add +27.6% | 28,232 | $3.2M |
| Bank of America Corp. | 0.00% | Add +92.8% | 19,148 | $2.2M |
| Institute for Wealth Management, LLC. | 0.19% | Reduce -0.3% | 15,758 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +989.8% | 12,031 | $1.4M |
| Morgan Stanley | 0.00% | Add +42.8% | 10,553 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +249.7% | 10,209 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 10,048 | $1.1M |
| Occidental Asset Management, LLC | 0.13% | No change | 10,000 | $1.1M |
| Peak Asset Management, LLC | 0.20% | No change | 9,931 | $1.1M |
| Phocas Financial Corp. | 0.13% | No change | 7,400 | $834K |
| Del-Sette Capital Management, LLC | 0.47% | New | 6,914 | $779K |
| Hikari Tsushin, Inc. | 0.04% | No change | 4,903 | $552K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,515 | $509K |
| Jones Financial Companies LLLP | 0.00% | Add +549.3% | 4,584 | $502K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.9% | 4,033 | $454K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,822 | $431K |
| Jane Street Group, LLC | 0.00% | New | 3,563 | $401K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.4% | 3,482 | $392K |
| Raymond James Financial Inc. | 0.00% | Add +32.1% | 3,285 | $370K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 2,814 | $317K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,300 | $259K |
| Betterment LLC | 0.00% | New | 2,249 | $253K |
| Fulcrum Equity Management | 0.23% | Reduce -20.9% | 2,053 | $231K |
| Citadel Advisors | 0.00% | New | 1,950 | $220K |
| First National Bank Sioux Falls | 0.06% | New | 1,767 | $219K |
| Cetera Investment Advisers | 0.00% | New | 1,802 | $203K |
| Raffa Wealth Management, LLC | 0.02% | No change | 922 | $104K |
| Blair William & Co. | 0.00% | No change | 410 | $46K |
| Allworth Financial LP | 0.00% | No change | 400 | $45K |
| Costello Asset Management, INC | 0.01% | No change | 356 | $40K |
| Citigroup Inc. | 0.00% | No change | 243 | $27K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 215 | $24K |
| FMR LLC | 0.00% | No change | 181 | $20K |
| Wells Fargo & Company | 0.00% | Reduce -97.2% | 110 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 100 | $11K |
| Simplex Trading, LLC | 0.00% | New | 74 | $8K |
| AE Wealth Management LLC | 0.00% | No change | 50 | $6K |
| Farther Finance Advisors, LLC | 0.00% | New | 16 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 8 | $901 |
"% 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.