Invesco S&P Spin-Off ETF (CSD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders41of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

54th percentile

20 buying10 selling

+11

New

-4

Closed

+63K

Net shares

Ownership Concentration

Top 5: 55.4%Top 10: 74.1%

Chicago Partners Investment Group20.1%

Private Advisor Group,13.1%

LPL Financial10.0%

BANK OF AMERICA6.8%

Institute for Wealth Management,5.6%

Others (36)44.6%

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Crowding AnalysisCrowded

Holders41of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

54th percentile

20 buying10 selling

+11

New

-4

Closed

+63K

Net shares

Ownership Concentration

Top 5: 55.4%Top 10: 74.1%

Chicago Partners Investment Group20.1%

Private Advisor Group,13.1%

LPL Financial10.0%

BANK OF AMERICA6.8%

Institute for Wealth Management,5.6%

Others (36)44.6%

Crowding AnalysisCrowded

Holders41of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

54th percentile

20 buying10 selling

+11

New

-4

Closed

+63K

Net shares

Ownership Concentration

Top 5: 55.4%Top 10: 74.1%

Chicago Partners Investment Group20.1%

Private Advisor Group,13.1%

LPL Financial10.0%

BANK OF AMERICA6.8%

Institute for Wealth Management,5.6%

Others (36)44.6%

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.05%Max: 0.19%High conviction (>1%): 0

Chicago Partners Investment Group

Private Advisor Group,

LPL Financial

BANK OF AMERICA

Institute for Wealth Management,

OSAIC HOLDINGS,

MORGAN STANLEY

AMERIPRISE FINANCIAL

THRIVENT FINANCIAL FOR LUTHERANS

Occidental Asset Management,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$23,784

CSD · +138%

$18,666

S&P 500 · +87%

+$5,119

ahead of the index

Total return (5Y)

+138%

S&P 500

+87%

vs. market

+51%

outperformed

Annualized

18.9%

mkt 13.3%

Volatility

22%

annualized

Beta

1.05

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

CSDS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

CSD (solid)S&P 500 (outline)Green = positive year, red = negative. Number = CSD's return.

Beat the market

4 / 6 yrs

67% win rate

Best year

+50%

2026

Worst year

-15%

2022

Worst drawdown

-26%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -26%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position