INVESCO S&P SPIN-OFF ETF (CSD) Institutional Ownership Changes & 13F Activity

INVESCO S&P SPIN-OFF ETF (CSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Raymond James Financial Inc, Bank Of America Corp, Commonwealth Equity Services, Llc, and Two Sigma Investments, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,432+89.8%7,254$1.09MQ2 2026Sep 09, 2026
Raymond James Financial IncBuy+65,383+1990.4%68,668$10.28MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+33,104+172.9%52,252$7.82MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+19,70019,700$2.95MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+14,90514,905$2.23MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+9,5899,589$1.44MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,503+62.4%19,534$2.93MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,432+140.3%11,016$1.61MQ2 2026Aug 14, 2026
Betterment LlcBuy+1,527+67.9%3,776$565.00KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+371+3.7%10,419$1.56MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-284-8.2%3,198$478.90KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+100100$14.97KQ2 2026Aug 14, 2026
Morgan StanleyBuy+4,229+40.1%14,782$2.21MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1919$2.85KQ2 2026Aug 13, 2026
Fmr LlcBuy+10+5.5%191$28.63KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+14,06214,062$2.11MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+815815$118.76KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+43+2.4%1,845$276.29KQ2 2026Aug 12, 2026
Millstone Evans Group, LlcBuy+77$1.05KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+78,443+277.9%106,675$15.97MQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+9,1209,120$1.37MQ2 2026Aug 07, 2026
Blackrock, Inc.Buy+100100$14.97KQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+4242$6.29KQ2 2026Aug 07, 2026
Founders Financial Alliance, LlcBuy+1111$1.65KQ2 2026Aug 04, 2026
Freestone Capital Holdings, LlcBuy+1,3471,347$201.71KQ2 2026Jul 31, 2026
Del-Sette Capital Management, LlcBuy+10,502+151.9%17,416$2.61MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+3,0873,087$462.00Q2 2026Jul 30, 2026
Chicago Partners Investment Group LlcSell-216-0.4%56,715$7.74MQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+25,842+640.8%29,875$4.47MQ2 2026Jul 29, 2026
Private Advisor Group, LlcBuy+8,583+23.2%45,618$6.83MQ2 2026Jul 27, 2026
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Frequently asked questions about CSD activity

  • Which institutional owners are buying CSD?

    Institutional owners buying CSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CSD activity?

    "Buy" means an investor increased their reported position in CSD compared to the prior reporting period. This reflects growing exposure to INVESCO S&P SPIN-OFF ETF (CSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CSD increasing?

    Institutional interest in CSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.