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

26 hedge funds and large institutions have $20.8M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.74M 151,241 +9,289 +7%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.06M 64,512 -2,000 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.81M 40,563
AF
4
Apexium Financial
Texas
$1.58M 35,478 -1,392 -4%
Bank of America
5
Bank of America
North Carolina
$1.27M 28,530 -458 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.2M 26,861 -38 -0.1%
AFP
7
Ausdal Financial Partners
Iowa
$1.04M 23,422
Morgan Stanley
8
Morgan Stanley
New York
$687K 15,409 -1,826 -11%
DADC
9
D.A. Davidson & Co
Montana
$469K 10,510 -257 -2%
SWA
10
SFMG Wealth Advisors
Texas
$448K 10,043
Jane Street
11
Jane Street
New York
$429K 9,632 -10,981 -53%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$414K 9,283 +1,929 +26%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$345K 7,745 +21 +0.3%
FA
14
Faithward Advisors
Pennsylvania
$306K 6,745 -118 -2%
Goldman Sachs
15
Goldman Sachs
New York
$286K 6,409 +6,409 New
AWS
16
Atria Wealth Solutions
New York
$282K 6,330
NA
17
NewEdge Advisors
Louisiana
$185K 4,158 +1 +0%
UBS Group
18
UBS Group
Switzerland
$107K 2,391 -476 -17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$63K 1,417 +604 +74%
CIAS
20
Capital Investment Advisory Services
North Carolina
$40.3K 905
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$32.6K 731
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$22.3K 500
RIA
23
Realta Investment Advisors
Delaware
$8.4K 176
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5.4K 121
VNA
25
Valley National Advisers
Pennsylvania
$3K 62 -257 -81%