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

32 hedge funds and large institutions have $31.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$10M 206,658 +52,371 +34%
Morgan Stanley
2
Morgan Stanley
New York
$4.36M 89,712 +65,254 +267%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.87M 77,130
HighTower Advisors
4
HighTower Advisors
Illinois
$2M 41,203 -40 -0.1%
AF
5
Apexium Financial
Texas
$1.85M 38,144 -4,849 -11%
Bank of America
6
Bank of America
North Carolina
$1.43M 29,495 -1,525 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.37M 28,227 +8,124 +40%
AFP
8
Ausdal Financial Partners
Iowa
$1.15M 23,733 +23,733 New
Mariner
9
Mariner
Kansas
$1.01M 20,699 +20,699 New
FA
10
Faithward Advisors
Pennsylvania
$757K 15,573
DADC
11
D.A. Davidson & Co
Montana
$545K 11,204 -891 -7%
SWA
12
SFMG Wealth Advisors
Texas
$488K 10,043
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$417K 8,585 +18 +0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$402K 8,259 -5,270 -39%
AAS
15
Avantax Advisory Services
Texas
$325K 6,680 +6,680 New
AWS
16
Atria Wealth Solutions
New York
$308K 6,330
UBS Group
17
UBS Group
Switzerland
$255K 5,240 +1,899 +57%
AWS
18
AJ Wealth Strategies
New York
$250K 5,140 +27 +0.5%
Citadel Advisors
19
Citadel Advisors
Florida
$241K 4,964 +4,964 New
BAM
20
Belpointe Asset Management
Nevada
$156K 3,207 +11 +0.3%
VNA
21
Valley National Advisers
Pennsylvania
$67K 1,375 -20 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$60K 1,238 -2,059 -62%
CIAS
23
Capital Investment Advisory Services
North Carolina
$46.3K 953 -20 -2%
ASN
24
Advisory Services Network
Georgia
$41.2K 847 +847 New
Wells Fargo
25
Wells Fargo
California
$35.6K 732