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

29 hedge funds and large institutions have $85.8M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.3M +$9.66M +250,290 +112%
HighTower Advisors
2
HighTower Advisors
Illinois
$14.6M -$423K -10,950 -3%
RJA
3
Raymond James & Associates
Florida
$13.5M +$11M +283,803 +438%
SVCP
4
Silicon Valley Capital Partners
California
$11.3M -$449K -11,631 -4%
UBS Group
5
UBS Group
Switzerland
$6.22M -$81.9K -2,122 -1%
Bank of America
6
Bank of America
North Carolina
$4.35M -$94.8K -2,456 -2%
SAM
7
Stringer Asset Management
Tennessee
$3.96M +$3.96M +102,467 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.46M +$2.44M +63,189 +9,603%
LPL Financial
9
LPL Financial
California
$2.23M -$2.59K -67 -0.1%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.78M +$1.78M +46,192 New
Morgan Stanley
11
Morgan Stanley
New York
$1.47M +$418K +10,819 +40%
AG
12
Advisor Group
Arizona
$1.13M +$106K +2,752 +10%
BTS
13
BB&T Securities
Virginia
$868K +$130K +3,358 +18%
MML Investors Services
14
MML Investors Services
Massachusetts
$805K -$242K -6,276 -23%
MIAN
15
Mariner Independent Advisor Network
Kansas
$714K +$32.9K +848 +5%
APA
16
American Portfolios Advisors
New York
$590K -$5.1K -132 -0.9%
Citadel Advisors
17
Citadel Advisors
Florida
$526K +$526K +13,630 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$522K +$464 +12 +0.1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$306K +$306K +7,932 New
CFGS
20
Concourse Financial Group Securities
Alabama
$101K +$101K +2,615 New
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$87K
Wells Fargo
22
Wells Fargo
California
$50K +$17.2K +441 +52%
VNA
23
Valley National Advisers
Pennsylvania
$21K +$2.42K +63 +13%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$19K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7K