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

21 hedge funds and large institutions have $59M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
1
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$16.2M -$8.13M -240,491 -33%
AWS
2
AJ Wealth Strategies
New York
$14M +$13.8M +408,374 +5,751%
UBS Group
3
UBS Group
Switzerland
$11M +$3.57M +105,715 +48%
Bank of America
4
Bank of America
North Carolina
$10.7M +$4.39M +129,751 +69%
LPL Financial
5
LPL Financial
California
$1.42M +$1.21M +35,879 +593%
CA
6
Cetera Advisors
Colorado
$1.3M +$28.9K +850 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$848K -$406K -12,010 -32%
RJA
8
Raymond James & Associates
Florida
$668K +$349K +10,311 +109%
FAAS
9
First Allied Advisory Services
California
$628K +$625K +18,652 +18,467%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$452K +$44.1K +1,310 +11%
BTS
11
BB&T Securities
Virginia
$451K +$743 +22 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$404K +$378K +11,181 +1,460%
AG
13
Advisor Group
Arizona
$399K +$58.5K +1,730 +17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$218K
SWP
15
Stratos Wealth Partners
Ohio
$60K +$9.52K +282 +19%
Wells Fargo
16
Wells Fargo
California
$59K -$1.5K -44 -2%
William Blair & Company
17
William Blair & Company
Illinois
$20K +$20K +603 New
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$17K
VNA
19
Valley National Advisers
Pennsylvania
$11K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10K
IA
21
IFP Advisors
Florida
$2K
Goldman Sachs
22
Goldman Sachs
New York
-$256K -7,548 Closed
AFNAS
23
American Financial Network Advisory Services
California
-$9K -276 Closed