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

31 hedge funds and large institutions have $24.3M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$352K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$741K
3
Citadel Advisors
3
Citadel Advisors
Florida
$474K
4
AAS
4
Ameritas Advisory Services
Nebraska
$21K
5
AWS
5
AJ Wealth Strategies
New York
$245K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$801K
2
LPL Financial
2
LPL Financial
California
$6.91M
3
FA
3
Faithward Advisors
Pennsylvania
$376K
4
AAS
4
Avantax Advisory Services
Texas
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$34.7K – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$34.6K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$23.7K – – –
AAS
29
Ameritas Advisory Services
Nebraska
$21K +$21K +443 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$5.73K – – –
William Blair & Company
31
William Blair & Company
Illinois
$2.61K – – –
AAS
32
Avantax Advisory Services
Texas
– -$325K -6,680 Closed
US Bancorp
33
US Bancorp
Minnesota
– -$24.3K -500 Closed
RIA
34
Realta Investment Advisors
Delaware
– -$8.56K -176 Closed
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