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

30 hedge funds and large institutions have $11.5M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$2.32M -$1.84M -41,680 -44%
Bank of America
2
Bank of America
North Carolina
$1.22M +$82.8K +1,880 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.04M -$40K -908 -4%
FA
4
Faithward Advisors
Pennsylvania
$950K -$146K -3,310 -13%
LPL Financial
5
LPL Financial
California
$711K -$404K -9,174 -36%
Morgan Stanley
6
Morgan Stanley
New York
$705K -$138K -3,144 -16%
MML Investors Services
7
MML Investors Services
Massachusetts
$565K -$40K -908 -7%
DADC
8
D.A. Davidson & Co
Montana
$534K +$534K +12,129 New
AF
9
Apexium Financial
Texas
$470K -$22.7K -515 -5%
SWA
10
SFMG Wealth Advisors
Texas
$442K
APA
11
American Portfolios Advisors
New York
$397K -$52.8K -1,200 -12%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$278K -$729K -16,529 -72%
FFN
13
Focus Financial Network
Minnesota
$260K +$260K +5,904 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$248K +$248K +5,641 New
UBS Group
15
UBS Group
Switzerland
$236K +$2.25K +51 +1%
AWS
16
AJ Wealth Strategies
New York
$225K +$749 +17 +0.3%
Goldman Sachs
17
Goldman Sachs
New York
$211K +$211K +4,800 New
CIBC World Market
18
CIBC World Market
Ontario, Canada
$211K +$211K +4,800 New
BAM
19
Belpointe Asset Management
Nevada
$139K +$309 +7 +0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$55K -$224K -5,089 -80%
VNA
21
Valley National Advisers
Pennsylvania
$51K +$37K +841 +264%
CIAS
22
Capital Investment Advisory Services
North Carolina
$45K
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$44K +$44K +1,000 New
Wells Fargo
24
Wells Fargo
California
$37K -$13K -293 -26%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$32K