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CSD INVESCO EXCHANGE TRADED FD T

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CMN (fund)

31 managers (31 13F filers) reported a position in CSD shares at 2025-03-31, 198,200 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
31
13F filers
31
New
6
Added
4
Reduced
7
Sold out
4
Shares held by filers
198,200

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Chicago Partners Investment Group LLC62,478$4.69M0.16%-9813F-HRTimeline
LPL Financial LLC30,215$2.27M<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.16,225$1.22M0.16%-9013F-HRTimeline
IMC-Chicago, LLC12,948$971K0.04%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,808$811K<0.01%+3213F-HRTimelineGroup
Occidental Asset Management, LLC10,000$750K0.11%013F-HRTimeline
Peak Asset Management, LLC9,931$745K0.14%013F-HRTimeline
Phocas Financial Corp.7,400$555K0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,041$528K<0.01%-3,49813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,260$470K<0.01%-86013F-HRTimelineGroup
Hikari Tsushin, Inc.4,903$368K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,277$321K<0.01%-12513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,931$295K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,585$269K<0.01%+113F-HRTimelineGroup
HighTower Advisors, LLC2,944$221K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC921$69.1K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA750$56K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.736$55.2K<0.01%+54213F-HRTimelineGroup
UBS Group AGin group UBS Group AG564$42.3K<0.01%-3,23813F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC453$34K0.07%new13F-HRTimeline
BLAIR WILLIAM & CO/IL410$30.8K<0.01%013F-HRTimeline
Allworth Financial LP400$28.9K<0.01%013F-HRTimeline
Costello Asset Management, INC356$26.7K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC243$18.2K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP202$15.1K<0.01%+4613F-HR/ATimelineGroup
DUNCKER STREETT & CO INC100$7.5K<0.01%013F-HRTimeline
Transce3nd, LLC62$4.65K<0.01%013F-HRTimeline
AE Wealth Management LLC50$3.75K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC7$525<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC0$00%-613F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.