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

26 hedge funds and large institutions have $16.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$3.91M 94,243 -30,268 -24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72M 41,508 -4,465 -10%
RJA
3
Raymond James & Associates
Florida
$1.46M 35,108 -8,850 -20%
Bank of America
4
Bank of America
North Carolina
$1.07M 25,739 +347 +1%
LPL Financial
5
LPL Financial
California
$1.05M 25,327 -11,553 -31%
FA
6
Faithward Advisors
Pennsylvania
$1.03M 24,871 -2,311 -9%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.02M 24,551 -155 -0.6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$947K 22,832 +6,148 +37%
Morgan Stanley
9
Morgan Stanley
New York
$794K 19,158 -1,702 -8%
Citadel Advisors
10
Citadel Advisors
Florida
$735K 17,732 -21,474 -55%
MML Investors Services
11
MML Investors Services
Massachusetts
$570K 13,748 -1,053 -7%
AF
12
Apexium Financial
Texas
$463K 11,176 -3,386 -23%
APA
13
American Portfolios Advisors
New York
$423K 10,213 -65 -0.6%
SWA
14
SFMG Wealth Advisors
Texas
$416K 10,043 +10,043 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$263K 6,341 -31,749 -83%
UBS Group
16
UBS Group
Switzerland
$219K 5,290 -3,642 -41%
AWS
17
AJ Wealth Strategies
New York
$211K 5,090 +5,090 New
BAM
18
Belpointe Asset Management
Nevada
$130K 3,141 +6 +0.2%
Wells Fargo
19
Wells Fargo
California
$47K 1,128 -1 -0.1%
CIAS
20
Capital Investment Advisory Services
North Carolina
$42K 1,022
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$30K 731
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$21K 500
RG
23
Retirement Group
California
$13K 325 -1,338 -80%
VNA
24
Valley National Advisers
Pennsylvania
$13K 319 -201 -39%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$5K 121 -183 -60%