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

29 hedge funds and large institutions have $64.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
8
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
1
AJ Wealth Strategies
New York
$17.8M 549,626 -41,863 -7%
HighTower Advisors
2
HighTower Advisors
Illinois
$13M 402,801 -31,620 -7%
SVCP
3
Silicon Valley Capital Partners
California
$10.6M 327,740 +327,740 New
UBS Group
4
UBS Group
Switzerland
$5.84M 180,652 +2,023 +1%
Bank of America
5
Bank of America
North Carolina
$4.16M 128,864 -67,382 -34%
LPL Financial
6
LPL Financial
California
$1.77M 54,680 -11,206 -17%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.54M 47,730 +47,730 New
Jane Street
8
Jane Street
New York
$1.16M 35,863 -10,976 -23%
RJA
9
Raymond James & Associates
Florida
$1.07M 32,998 +5,820 +21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.01M 31,202 +31,202 New
Morgan Stanley
11
Morgan Stanley
New York
$858K 26,565 -11,432 -30%
MML Investors Services
12
MML Investors Services
Massachusetts
$805K 24,923 -2,216 -8%
BTS
13
BB&T Securities
Virginia
$774K 23,964 +3,808 +19%
AG
14
Advisor Group
Arizona
$762K 23,586 +2,718 +13%
Citadel Advisors
15
Citadel Advisors
Florida
$707K 21,880 +21,880 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$589K 18,244 +7,782 +74%
MWM
17
Meridian Wealth Management
Kentucky
$479K 10,790 +10,790 New
APA
18
American Portfolios Advisors
New York
$465K 14,393 +1,084 +8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$435K 13,447 -1,315 -9%
MIAN
20
Mariner Independent Advisor Network
Kansas
$415K 12,575 +12,575 New
SG Americas Securities
21
SG Americas Securities
New York
$208K 6,438 -3,886 -38%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$73K 2,250
Wells Fargo
23
Wells Fargo
California
$47K 1,457 +614 +73%
William Blair & Company
24
William Blair & Company
Illinois
$18K 562 +562 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$16K 500