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

28 hedge funds and large institutions have $17.2M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.56M -$4.61M -97,201 -64%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.92M
AF
3
Apexium Financial
Texas
$1.53M -$151K -3,184 -9%
MWM
4
MGB Wealth Management
Texas
$1.45M +$1.45M +30,598 New
Bank of America
5
Bank of America
North Carolina
$1.36M +$6.21K +131 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$1.33M +$601K +12,673 +82%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.27M -$237 -5 -0%
AFP
8
Ausdal Financial Partners
Iowa
$1.11M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$872K +$432K +9,112 +98%
DADC
10
D.A. Davidson & Co
Montana
$480K -$18.1K -381 -4%
SWA
11
SFMG Wealth Advisors
Texas
$476K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$371K +$3.93K +83 +1%
Citadel Advisors
13
Citadel Advisors
Florida
$357K +$357K +7,534 New
FFN
14
Focus Financial Network
Minnesota
$353K +$353K +7,454 New
SOS
15
Silver Oak Securities
Tennessee
$338K +$338K +7,129 New
FA
16
Faithward Advisors
Pennsylvania
$320K -$1.34K -28 -0.4%
Goldman Sachs
17
Goldman Sachs
New York
$304K
Jane Street
18
Jane Street
New York
$229K -$228K -4,806 -50%
NA
19
NewEdge Advisors
Louisiana
$220K +$22.5K +474 +11%
UBS Group
20
UBS Group
Switzerland
$107K -$6.07K -128 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$66K -$1.19K -25 -2%
CIAS
22
Capital Investment Advisory Services
North Carolina
$42.9K
ASN
23
Advisory Services Network
Georgia
$40.6K +$40.6K +856 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$34.6K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$23.7K