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

28 hedge funds and large institutions have $22.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.78M 141,952 -3,958 -3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.17M 66,512 -7,568 -10%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.94M 40,563
AF
4
Apexium Financial
Texas
$1.76M 36,870 -96 -0.3%
Bank of America
5
Bank of America
North Carolina
$1.38M 28,988 -352 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.28M 26,899 +39 +0.1%
AFP
7
Ausdal Financial Partners
Iowa
$1.12M 23,422
Jane Street
8
Jane Street
New York
$984K 20,613 +13,179 +177%
Morgan Stanley
9
Morgan Stanley
New York
$823K 17,235 +327 +2%
DADC
10
D.A. Davidson & Co
Montana
$514K 10,767
SWA
11
SFMG Wealth Advisors
Texas
$479K 10,043
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$369K 7,724 -461 -6%
SOS
13
Silver Oak Securities
Tennessee
$362K 7,584 +7,584 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$351K 7,354 -8,290 -53%
FA
15
Faithward Advisors
Pennsylvania
$326K 6,863 -952 -12%
AWS
16
Atria Wealth Solutions
New York
$302K 6,330
AWS
17
AJ Wealth Strategies
New York
$238K 4,977 -190 -4%
NA
18
NewEdge Advisors
Louisiana
$198K 4,157 +101 +2%
UBS Group
19
UBS Group
Switzerland
$137K 2,867 -891 -24%
CIAS
20
Capital Investment Advisory Services
North Carolina
$43.2K 905 -6 -0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$39K 813
Wells Fargo
22
Wells Fargo
California
$35K 733 +1 +0.1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$34.9K 731
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$23.9K 500
VNA
25
Valley National Advisers
Pennsylvania
$16K 319 -425 -57%