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

30 hedge funds and large institutions have $22.1M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$9.49M 203,260 +203,260 New
HighTower Advisors
2
HighTower Advisors
Illinois
$2.19M 46,911 -5,652 -11%
Bank of America
3
Bank of America
North Carolina
$1.34M 28,581 +962 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.02M 21,769 -1,874 -8%
FA
5
Faithward Advisors
Pennsylvania
$941K 20,136 -1,425 -7%
Morgan Stanley
6
Morgan Stanley
New York
$834K 17,852 +1,838 +11%
LPL Financial
7
LPL Financial
California
$760K 16,254 +101 +0.6%
Jane Street
8
Jane Street
New York
$649K 13,886 +13,886 New
MML Investors Services
9
MML Investors Services
Massachusetts
$590K 12,618 -222 -2%
DADC
10
D.A. Davidson & Co
Montana
$567K 12,129
SWA
11
SFMG Wealth Advisors
Texas
$469K 10,043
AF
12
Apexium Financial
Texas
$465K 9,955 -706 -7%
APA
13
American Portfolios Advisors
New York
$420K 8,993 -20 -0.2%
Citadel Advisors
14
Citadel Advisors
Florida
$349K 7,470 +7,470 New
CIBC World Market
15
CIBC World Market
Ontario, Canada
$301K 6,430 +1,630 +34%
FFN
16
Focus Financial Network
Minnesota
$285K 6,104 +200 +3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$278K 5,947 +306 +5%
AWS
18
AJ Wealth Strategies
New York
$239K 5,123 +16 +0.3%
Goldman Sachs
19
Goldman Sachs
New York
$224K 4,800
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$150K 3,189 +1,937 +155%
BAM
21
Belpointe Asset Management
Nevada
$147K 3,154 +6 +0.2%
UBS Group
22
UBS Group
Switzerland
$135K 2,899 -2,442 -46%
VNA
23
Valley National Advisers
Pennsylvania
$64K 1,376 +216 +19%
CIAS
24
Capital Investment Advisory Services
North Carolina
$48K 1,022
Wells Fargo
25
Wells Fargo
California
$39K 834 -1 -0.1%