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

31 hedge funds and large institutions have $90.5M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
11
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.7M +$3M +75,989 +16%
RJA
2
Raymond James & Associates
Florida
$17.4M +$3.68M +93,347 +27%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.6M -$250K -6,342 -2%
SVCP
4
Silicon Valley Capital Partners
California
$6.94M -$4.56M -115,692 -40%
SAM
5
Stringer Asset Management
Tennessee
$6.32M +$2.28M +57,949 +57%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.6M +$2.09M +52,901 +83%
Bank of America
7
Bank of America
North Carolina
$4.39M -$53.3K -1,351 -1%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.89M +$1.07M +27,203 +59%
Morgan Stanley
9
Morgan Stanley
New York
$2.42M +$915K +23,198 +61%
LPL Financial
10
LPL Financial
California
$2.14M -$138K -3,506 -6%
FA
11
Faithward Advisors
Pennsylvania
$1.97M +$1.97M +49,935 New
AG
12
Advisor Group
Arizona
$1.02M -$134K -3,410 -12%
BTS
13
BB&T Securities
Virginia
$868K -$16.6K -422 -2%
MML Investors Services
14
MML Investors Services
Massachusetts
$763K -$59K -1,497 -7%
APA
15
American Portfolios Advisors
New York
$608K +$4.97K +126 +0.8%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$499K -$33K -836 -6%
MIAN
17
Mariner Independent Advisor Network
Kansas
$491K -$226K -5,802 -32%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$323K +$323K +8,197 New
UBS Group
19
UBS Group
Switzerland
$222K -$6.15M -155,633 -97%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$107K +$18.2K +460 +20%
Wells Fargo
21
Wells Fargo
California
$45K -$5.73K -145 -11%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$39K +$37.2K +955 +2,122%
VNA
23
Valley National Advisers
Pennsylvania
$22K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$20K
AIC
25
Ameritas Investment Company
Nebraska
$17K +$17K +443 New