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Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF

29 hedge funds and large institutions have $22.5M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.62M 120,316 +3,494 +3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.79M 50,612 +2,300 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.16M 39,225 -145 -0.4%
Bank of America
4
Bank of America
North Carolina
$1.63M 29,621 +885 +3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.59M 29,043 +1,109 +4%
MWM
6
MGB Wealth Management
Texas
$1.55M 28,087 -1,178 -4%
AF
7
Apexium Financial
Texas
$1.18M 21,386 -581 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.1M 20,678 +410 +2%
SWA
9
SFMG Wealth Advisors
Texas
$553K 10,043
DADC
10
D.A. Davidson & Co
Montana
$436K 7,914 -290 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$426K 7,743 -79 -1%
Morgan Stanley
12
Morgan Stanley
New York
$416K 7,561 -218 -3%
SOS
13
Silver Oak Securities
Tennessee
$359K 6,529
Goldman Sachs
14
Goldman Sachs
New York
$353K 6,409
NA
15
NewEdge Advisors
Louisiana
$315K 5,729 +1 +0%
Citadel Advisors
16
Citadel Advisors
Florida
$258K 4,690 +215 +5%
FA
17
Faithward Advisors
Pennsylvania
$250K 4,539 -23 -0.5%
AFP
18
Ausdal Financial Partners
Iowa
$223K 4,043
NG
19
Northstar Group
New York
$218K 3,965
RF
20
Roxbury Financial
New Jersey
$47.7K 867 +3 +0.3%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K 450
AAS
22
Ameritas Advisory Services
Nebraska
$24.4K 443 +443 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$15.6K 284
UBS Group
24
UBS Group
Switzerland
$5.56K 101 -152 -60%
Raymond James Financial
25
Raymond James Financial
Florida
$4.9K 89 -5,037 -98%