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

27 hedge funds and large institutions have $15.9M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.92M 58,312 -7,700 -12%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.99M 40,470 -93 -0.2%
Bank of America
3
Bank of America
North Carolina
$1.48M 30,050 +1,594 +6%
MWM
4
MGB Wealth Management
Texas
$1.47M 29,267 -200 -0.7%
LPL Financial
5
LPL Financial
California
$1.29M 26,198 -23,480 -47%
AF
6
Apexium Financial
Texas
$1.22M 24,797 -1,591 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.13M 22,913 -3,430 -13%
AFP
8
Ausdal Financial Partners
Iowa
$1.12M 22,768 -1,566 -6%
Morgan Stanley
9
Morgan Stanley
New York
$509K 10,347 -341 -3%
SWA
10
SFMG Wealth Advisors
Texas
$494K 10,043
DADC
11
D.A. Davidson & Co
Montana
$493K 10,030 -41 -0.4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$383K 7,790 +4 +0.1%
Goldman Sachs
13
Goldman Sachs
New York
$315K 6,409
NA
14
NewEdge Advisors
Louisiana
$258K 5,244 +321 +7%
RJT
15
Raymond James Trust
Florida
$248K 5,040 +5,040 New
FA
16
Faithward Advisors
Pennsylvania
$234K 4,768 -1,910 -29%
UBS Group
17
UBS Group
Switzerland
$110K 2,237 +2 +0.1%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$79.9K 1,626 +1,626 New
CIAS
19
Capital Investment Advisory Services
North Carolina
$44.5K 905
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$43K 872 -520 -37%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$35.9K 731
RIA
22
Realta Investment Advisors
Delaware
$8.65K 176
EWM
23
Evermay Wealth Management
Virginia
$6.15K 125 +125 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$5.95K 121
EWM
25
EPG Wealth Management
Georgia