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

22 hedge funds and large institutions have $43.5M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$24.5M 720,518 +19,130 +3%
UBS Group
2
UBS Group
Switzerland
$7.46M 219,663 -1,748 -0.8%
Bank of America
3
Bank of America
North Carolina
$6.38M 187,997 -36,154 -16%
CA
4
Cetera Advisors
Colorado
$1.27M 37,422 -12,218 -25%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.26M 37,106 +37,106 New
BTS
6
BB&T Securities
Virginia
$452K 13,324 +1,059 +9%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$411K 12,105 -1,456 -11%
AG
8
Advisor Group
Arizona
$342K 10,067 -850 -8%
RJA
9
Raymond James & Associates
Florida
$321K 9,449 +1,325 +16%
Goldman Sachs
10
Goldman Sachs
New York
$256K 7,548 +7,548 New
AWS
11
AJ Wealth Strategies
New York
$241K 7,101
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$219K 6,444
LPL Financial
13
LPL Financial
California
$205K 6,051 +6,051 New
Wells Fargo
14
Wells Fargo
California
$60K 1,778
SWP
15
Stratos Wealth Partners
Ohio
$51K 1,495 +1,495 New
Morgan Stanley
16
Morgan Stanley
New York
$26K 766 -44 -5%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$17K 500
VNA
18
Valley National Advisers
Pennsylvania
$11K 317
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10K 283
AFNAS
20
American Financial Network Advisory Services
California
$9K 276
FAAS
21
First Allied Advisory Services
California
$3K 101 +101 New
IA
22
IFP Advisors
Florida
$2K 45
OAM
23
Occidental Asset Management
California
-53,275 Closed
SG Americas Securities
24
SG Americas Securities
New York
-3,238 Closed
BF
25
BOK Financial
Oklahoma
-223 Closed