XRLV icon

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

28 hedge funds and large institutions have $67.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
1
AJ Wealth Strategies
New York
$21.4M 591,489 +77,020 +15%
HighTower Advisors
2
HighTower Advisors
Illinois
$15.8M 434,421 -10,546 -2%
Bank of America
3
Bank of America
North Carolina
$7.12M 196,246 +70,424 +56%
UBS Group
4
UBS Group
Switzerland
$6.48M 178,629 -31,848 -15%
Ameriprise
5
Ameriprise
Minnesota
$3.65M 100,524 +100,524 New
LPL Financial
6
LPL Financial
California
$2.39M 65,886 +14,378 +28%
Jane Street
7
Jane Street
New York
$1.7M 46,839 -53,472 -53%
Morgan Stanley
8
Morgan Stanley
New York
$1.38M 37,997 +25,485 +204%
CA
9
Cetera Advisors
Colorado
$1.32M 36,326 -2,646 -7%
RJA
10
Raymond James & Associates
Florida
$985K 27,178 +2,010 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$984K 27,139 +27,139 New
AG
12
Advisor Group
Arizona
$757K 20,868 +1,360 +7%
BTS
13
BB&T Securities
Virginia
$730K 20,156 +2,878 +17%
FAAS
14
First Allied Advisory Services
California
$685K 18,877 +22 +0.1%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$535K 14,762 +1,347 +10%
APA
16
American Portfolios Advisors
New York
$483K 13,309 +13,309 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$379K 10,462 +10,179 +3,597%
SG Americas Securities
18
SG Americas Securities
New York
$374K 10,324 +10,324 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$220K 6,090 +6,090 New
BAM
20
Belpointe Asset Management
Nevada
$124K 3,423 +3,423 New
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$82K 2,250 -70 -3%
SWP
22
Stratos Wealth Partners
Ohio
$36K 990 +990 New
Wells Fargo
23
Wells Fargo
California
$31K 843 -330 -28%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$18K 500
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$12K 325