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

29 hedge funds and large institutions have $17.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SOS
1
Silver Oak Securities
Tennessee
$354K
2
Citadel Advisors
2
Citadel Advisors
Florida
$353K
3
Jane Street
3
Jane Street
New York
$322K
4
NG
4
Northstar Group
New York
$215K
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$122K

Top Sellers

1
AFP
1
Ausdal Financial Partners
Iowa
$719K
2
LPL Financial
2
LPL Financial
California
$1.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$451K
4
UBS Group
4
UBS Group
Switzerland
$51.8K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
EPG Wealth Management
Georgia
$3.34K +$3.34K +62 New
VNA
27
Valley National Advisers
Pennsylvania
$3K – – –
William Blair & Company
28
William Blair & Company
Illinois
$2.99K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$54 -$6.48K -120 -99%
Wells Fargo
30
Wells Fargo
California
$1 -$33 -1 Closed
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
– -$43K -872 Closed
EWM
32
Evermay Wealth Management
Virginia
– -$6.15K -125 Closed
1
2