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

31 hedge funds and large institutions have $24.3M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.91M 145,910 -60,748 -29%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.54M 74,080 -3,050 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.92M 40,563 -640 -2%
AF
4
Apexium Financial
Texas
$1.75M 36,966 -1,178 -3%
Bank of America
5
Bank of America
North Carolina
$1.39M 29,340 -155 -0.5%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.27M 26,860 -1,367 -5%
AFP
7
Ausdal Financial Partners
Iowa
$1.11M 23,422 -311 -1%
Mariner
8
Mariner
Kansas
$974K 20,564 -135 -0.7%
Morgan Stanley
9
Morgan Stanley
New York
$801K 16,908 -72,804 -81%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$741K 15,644 +7,385 +89%
DADC
11
D.A. Davidson & Co
Montana
$510K 10,767 -437 -4%
SWA
12
SFMG Wealth Advisors
Texas
$476K 10,043
Citadel Advisors
13
Citadel Advisors
Florida
$474K 9,996 +5,032 +101%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$388K 8,185 -400 -5%
FA
15
Faithward Advisors
Pennsylvania
$376K 7,815 -7,758 -50%
Jane Street
16
Jane Street
New York
$352K 7,434 +7,434 New
AWS
17
Atria Wealth Solutions
New York
$300K 6,330
AWS
18
AJ Wealth Strategies
New York
$245K 5,167 +27 +0.5%
NA
19
NewEdge Advisors
Louisiana
$192K 4,056 +1 +0%
UBS Group
20
UBS Group
Switzerland
$178K 3,758 -1,482 -28%
BAM
21
Belpointe Asset Management
Nevada
$152K 3,217 +10 +0.3%
CIAS
22
Capital Investment Advisory Services
North Carolina
$43.2K 911 -42 -4%
ASN
23
Advisory Services Network
Georgia
$40.2K 849 +2 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$38K 813 -425 -34%
VNA
25
Valley National Advisers
Pennsylvania
$36K 744 -631 -46%