XRLV icon

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

33 hedge funds and large institutions have $20.5M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.16M -$5.16M -99,130 -50%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.43M -$5.73K -110 -0.2%
LPL Financial
3
LPL Financial
California
$1.75M +$515K +9,889 +42%
Bank of America
4
Bank of America
North Carolina
$1.65M +$252K +4,843 +18%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.11M -$19.2K -368 -2%
Morgan Stanley
6
Morgan Stanley
New York
$936K +$10.1K +194 +1%
FA
7
Faithward Advisors
Pennsylvania
$876K -$84.3K -1,619 -9%
Citadel Advisors
8
Citadel Advisors
Florida
$857K +$468K +8,980 +120%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$651K +$651K +12,502 New
DADC
10
D.A. Davidson & Co
Montana
$630K -$2.19K -42 -0.3%
SWA
11
SFMG Wealth Advisors
Texas
$523K
AF
12
Apexium Financial
Texas
$482K -$16.8K -323 -3%
APA
13
American Portfolios Advisors
New York
$454K -$3.75K -72 -0.8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$423K -$2.14K -41 -0.5%
Jane Street
15
Jane Street
New York
$349K -$319K -6,121 -48%
FFN
16
Focus Financial Network
Minnesota
$318K
CIBC World Market
17
CIBC World Market
Ontario, Canada
$306K -$5.21K -100 -2%
AWS
18
AJ Wealth Strategies
New York
$269K +$991 +19 +0.4%
Goldman Sachs
19
Goldman Sachs
New York
$250K
NA
20
NewEdge Advisors
Louisiana
$211K +$211K +4,052 New
NG
21
Northstar Group
New York
$207K +$207K +3,965 New
BAM
22
Belpointe Asset Management
Nevada
$165K +$365 +7 +0.2%
UBS Group
23
UBS Group
Switzerland
$154K +$43.8K +844 +40%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$110K -$75.9K -1,461 -41%
VNA
25
Valley National Advisers
Pennsylvania
$72K +$156 +3 +0.2%