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

20 hedge funds and large institutions have $41.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$257K
2
Bank of America
Bank of America
North Carolina
+$166K
3
SG Americas Securities
SG Americas Securities
New York
+$103K
4
OAM
Occidental Asset Management
California
+$103K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$54.9K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$1.44M
2
Jane Street
Jane Street
New York
-$1.12M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$666K
4
CA
Cetera Advisors
Colorado
-$571K
5
Morgan Stanley
Morgan Stanley
New York
-$442K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$22.2M -$1.44M -45,553 -6%
Bank of America
2
Bank of America
North Carolina
$7.1M +$166K +5,230 +2%
UBS Group
3
UBS Group
Switzerland
$7.01M -$316K -9,965 -4%
OAM
4
Occidental Asset Management
California
$1.69M +$103K +3,239 +6%
CA
5
Cetera Advisors
Colorado
$1.57M -$571K -18,105 -27%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$429K +$54.9K +1,736 +15%
BTS
7
BB&T Securities
Virginia
$388K +$31.5K +996 +9%
AG
8
Advisor Group
Arizona
$346K +$32.5K +1,026 +10%
RJA
9
Raymond James & Associates
Florida
$257K +$257K +8,124 New
AWS
10
AJ Wealth Strategies
New York
$225K – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$203K -$78.7K -2,499 -28%
SG Americas Securities
12
SG Americas Securities
New York
$103K +$103K +3,238 New
Wells Fargo
13
Wells Fargo
California
$56K -$12.9K -408 -19%
Morgan Stanley
14
Morgan Stanley
New York
$26K -$442K -13,783 -94%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$16K – – –
VNA
16
Valley National Advisers
Pennsylvania
$10K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9K -$12.7K -400 -59%
AFNAS
18
American Financial Network Advisory Services
California
$9K +$9K +276 New
BF
19
BOK Financial
Oklahoma
$7K +$7K +223 New
IA
20
IFP Advisors
Florida
$1K – – –
Jane Street
21
Jane Street
New York
– -$1.12M -36,581 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$666K -21,760 Closed