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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,432 | +89.8% | 7,254 | $1.09M | Q2 2026 | Sep 09, 2026 |
| Raymond James Financial Inc | Buy | +65,383 | +1990.4% | 68,668 | $10.28M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +33,104 | +172.9% | 52,252 | $7.82M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +19,700 | — | 19,700 | $2.95M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +14,905 | — | 14,905 | $2.23M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +9,589 | — | 9,589 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +7,503 | +62.4% | 19,534 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,432 | +140.3% | 11,016 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +1,527 | +67.9% | 3,776 | $565.00K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +371 | +3.7% | 10,419 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -284 | -8.2% | 3,198 | $478.90K | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +100 | — | 100 | $14.97K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +4,229 | +40.1% | 14,782 | $2.21M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +19 | — | 19 | $2.85K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +10 | +5.5% | 191 | $28.63K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +14,062 | — | 14,062 | $2.11M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +815 | — | 815 | $118.76K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +43 | +2.4% | 1,845 | $276.29K | Q2 2026 | Aug 12, 2026 |
| Millstone Evans Group, Llc | Buy | +7 | — | 7 | $1.05K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +78,443 | +277.9% | 106,675 | $15.97M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +9,120 | — | 9,120 | $1.37M | Q2 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Buy | +100 | — | 100 | $14.97K | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +42 | — | 42 | $6.29K | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, Llc | Buy | +11 | — | 11 | $1.65K | Q2 2026 | Aug 04, 2026 |
| Freestone Capital Holdings, Llc | Buy | +1,347 | — | 1,347 | $201.71K | Q2 2026 | Jul 31, 2026 |
| Del-Sette Capital Management, Llc | Buy | +10,502 | +151.9% | 17,416 | $2.61M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +3,087 | — | 3,087 | $462.00 | Q2 2026 | Jul 30, 2026 |
| Chicago Partners Investment Group Llc | Sell | -216 | -0.4% | 56,715 | $7.74M | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +25,842 | +640.8% | 29,875 | $4.47M | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, Llc | Buy | +8,583 | +23.2% | 45,618 | $6.83M | Q2 2026 | Jul 27, 2026 |
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.