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

37 hedge funds and large institutions have $98.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
13
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.4M 567,821 +17,861 +3%
RJA
2
Raymond James & Associates
Florida
$18.2M 442,535 +542 +0.1%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.8M 360,200 -11,360 -3%
SVCP
4
Silicon Valley Capital Partners
California
$7.26M 176,192 +128 +0.1%
SAM
5
Stringer Asset Management
Tennessee
$6.32M 153,351 -7,065 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.36M 130,062 +13,314 +11%
Bank of America
7
Bank of America
North Carolina
$4.4M 106,740 -4,583 -4%
AF
8
Apexium Financial
Texas
$3.51M 85,221 +85,221 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.07M 74,443 +1,048 +1%
LPL Financial
10
LPL Financial
California
$2.31M 56,002 +1,726 +3%
FA
11
Faithward Advisors
Pennsylvania
$1.89M 45,856 -4,079 -8%
Morgan Stanley
12
Morgan Stanley
New York
$1.83M 44,476 -16,828 -27%
AG
13
Advisor Group
Arizona
$1.09M 26,354 +493 +2%
Truist Financial
14
Truist Financial
North Carolina
$973K 23,611 +23,611 New
MML Investors Services
15
MML Investors Services
Massachusetts
$819K 19,884 +535 +3%
MIAN
16
Mariner Independent Advisor Network
Kansas
$680K 16,514 +3,903 +31%
APA
17
American Portfolios Advisors
New York
$666K 16,171 +748 +5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$506K 12,309 -342 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$301K 7,315 +7,315 New
AWS
20
AJ Wealth Strategies
New York
$206K 4,997 +4,997 New
UBS Group
21
UBS Group
Switzerland
$175K 4,252 -1,365 -24%
FHA
22
Flagship Harbor Advisors
Massachusetts
$168K 4,069 +4,069 New
BAM
23
Belpointe Asset Management
Nevada
$128K 3,116 +3,116 New
CFGS
24
Concourse Financial Group Securities
Alabama
$101K 2,462 +2,361 +2,338%
ACM
25
Allred Capital Management
Texas
$94.6K 2,296 +2,296 New