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Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
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Overview Fund Trends Analyst Outlook Journalist POV

29 hedge funds and large institutions have $23.2M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
29
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$5.31M
2
+$505K
3
+$25.5K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$16.1K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$623

Top Sellers

1
-$496K
2
-$396K
3
-$233K
4
Citadel Advisors
Citadel Advisors
Florida
-$178K
5
AFP
Ausdal Financial Partners
Iowa
-$57K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
EPG Wealth Management
Georgia
$3.52K
William Blair & Company
27
William Blair & Company
Illinois
$3.11K
VNA
28
Valley National Advisers
Pennsylvania
$3K
Wells Fargo
29
Wells Fargo
California
$79
Jane Street
30
Jane Street
New York
–
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
–
CIAS
32
Capital Investment Advisory Services
North Carolina
–
1
2