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

31 hedge funds and large institutions have $26.1M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$7.8M +$6.1M +120,942 +360%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.04M
HighTower Advisors
3
HighTower Advisors
Illinois
$2.33M -$21.6K -428 -0.9%
Bank of America
4
Bank of America
North Carolina
$1.59M -$12K -238 -0.8%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.05M -$22.8K -451 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.04M +$136K +2,693 +15%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.02M +$385K +7,629 +61%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$818K +$522K +10,335 +176%
FA
9
Faithward Advisors
Pennsylvania
$794K -$55.8K -1,105 -7%
DADC
10
D.A. Davidson & Co
Montana
$610K -$960 -19 -0.2%
SWA
11
SFMG Wealth Advisors
Texas
$507K
AF
12
Apexium Financial
Texas
$443K -$24K -476 -5%
APA
13
American Portfolios Advisors
New York
$427K -$13.6K -270 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$375K -$34.8K -689 -8%
AWS
15
Atria Wealth Solutions
New York
$370K +$370K +7,330 New
HWM
16
HB Wealth Management
Georgia
$296K +$296K +5,858 New
AWS
17
AJ Wealth Strategies
New York
$259K -$1.72K -34 -0.7%
Goldman Sachs
18
Goldman Sachs
New York
$242K
Citadel Advisors
19
Citadel Advisors
Florida
$215K -$615K -12,191 -74%
NG
20
Northstar Group
New York
$200K
BAM
21
Belpointe Asset Management
Nevada
$160K +$403 +8 +0.3%
UBS Group
22
UBS Group
Switzerland
$120K -$30.2K -596 -20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$97K -$10.3K -203 -10%
VNA
24
Valley National Advisers
Pennsylvania
$70K +$202 +4 +0.3%
CIAS
25
Capital Investment Advisory Services
North Carolina
$49K -$2.47K -49 -5%