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

26 hedge funds and large institutions have $19.6M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.3M 66,012 +66,012 New
LPL Financial
2
LPL Financial
California
$2.48M 49,678 -4,362 -8%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.03M 40,563
MWM
4
MGB Wealth Management
Texas
$1.47M 29,467 -1,131 -4%
Bank of America
5
Bank of America
North Carolina
$1.42M 28,456 -205 -0.7%
AF
6
Apexium Financial
Texas
$1.32M 26,388 -5,906 -18%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.32M 26,343 -513 -2%
AFP
8
Ausdal Financial Partners
Iowa
$1.22M 24,334 +912 +4%
Jane Street
9
Jane Street
New York
$895K 17,890 +13,064 +271%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$606K 12,116 -6,279 -34%
Morgan Stanley
11
Morgan Stanley
New York
$535K 10,688 -17,394 -62%
DADC
12
D.A. Davidson & Co
Montana
$504K 10,071 -58 -0.6%
SWA
13
SFMG Wealth Advisors
Texas
$502K 10,043
Citadel Advisors
14
Citadel Advisors
Florida
$400K 7,994 +460 +6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$389K 7,786 -42 -0.5%
FA
16
Faithward Advisors
Pennsylvania
$334K 6,678 -39 -0.6%
Goldman Sachs
17
Goldman Sachs
New York
$321K 6,409
NA
18
NewEdge Advisors
Louisiana
$246K 4,923 +291 +6%
UBS Group
19
UBS Group
Switzerland
$112K 2,235 -28 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$70K 1,392
CIAS
21
Capital Investment Advisory Services
North Carolina
$45.3K 905
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$36.6K 731
RIA
23
Realta Investment Advisors
Delaware
$8.8K 176 +176 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$6.05K 121
VNA
25
Valley National Advisers
Pennsylvania
$3K 62