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

27 hedge funds and large institutions have $19.4M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.38M +$1.23M +26,584 +17%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.99M -$150K -3,245 -7%
Bank of America
3
Bank of America
North Carolina
$1.44M -$11.5K -249 -0.8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.05M +$118K +2,545 +13%
Osaic Holdings
5
Osaic Holdings
Arizona
$954K -$10.4K -225 -1%
Morgan Stanley
6
Morgan Stanley
New York
$939K -$17K -368 -2%
FA
7
Faithward Advisors
Pennsylvania
$727K -$694 -15 -0.1%
Jane Street
8
Jane Street
New York
$592K +$592K +12,789 New
DADC
9
D.A. Davidson & Co
Montana
$560K +$833 +18 +0.1%
SWA
10
SFMG Wealth Advisors
Texas
$465K
AF
11
Apexium Financial
Texas
$394K -$12.2K -264 -3%
APA
12
American Portfolios Advisors
New York
$364K -$27.3K -590 -7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$358K +$14.2K +308 +4%
AWS
14
Atria Wealth Solutions
New York
$293K -$46.3K -1,000 -14%
AWS
15
AJ Wealth Strategies
New York
$235K -$2.04K -44 -0.9%
BAM
16
Belpointe Asset Management
Nevada
$147K +$369 +8 +0.3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$127K +$38.9K +845 +44%
UBS Group
18
UBS Group
Switzerland
$97K -$12.5K -270 -11%
VNA
19
Valley National Advisers
Pennsylvania
$65K +$234 +5 +0.4%
CIAS
20
Capital Investment Advisory Services
North Carolina
$45K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$34K
Wells Fargo
22
Wells Fargo
California
$34K +$46 +1 +0.1%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$23K
US Bancorp
24
US Bancorp
Minnesota
$23K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$6K