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

29 hedge funds and large institutions have $17.7M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SOS
1
Silver Oak Securities
Tennessee
$354K
2
Citadel Advisors
2
Citadel Advisors
Florida
$353K
3
Jane Street
3
Jane Street
New York
$322K
4
NG
4
Northstar Group
New York
$215K
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$122K

Top Sellers

1
AFP
1
Ausdal Financial Partners
Iowa
$719K
2
LPL Financial
2
LPL Financial
California
$1.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$451K
4
UBS Group
4
UBS Group
Switzerland
$51.8K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$3.16M 58,312 – –
HighTower Advisors
2
HighTower Advisors
Illinois
$2.15M 39,549 -921 -2%
Bank of America
3
Bank of America
North Carolina
$1.62M 29,898 -152 -0.5%
MWM
4
MGB Wealth Management
Texas
$1.59M 29,267 – –
AF
5
Apexium Financial
Texas
$1.31M 24,075 -722 -3%
LPL Financial
6
LPL Financial
California
$1.3M 24,040 -2,158 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.21M 22,300 -613 -3%
AFP
8
Ausdal Financial Partners
Iowa
$719K 13,244 -9,524 -42%
SWA
9
SFMG Wealth Advisors
Texas
$545K 10,043 – –
DADC
10
D.A. Davidson & Co
Montana
$514K 9,466 -564 -6%
Morgan Stanley
11
Morgan Stanley
New York
$451K 8,314 -2,033 -20%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$423K 7,800 +10 +0.1%
SOS
13
Silver Oak Securities
Tennessee
$354K 6,529 +6,529 New
Citadel Advisors
14
Citadel Advisors
Florida
$353K 6,503 +6,503 New
Goldman Sachs
15
Goldman Sachs
New York
$348K 6,409 – –
Jane Street
16
Jane Street
New York
$322K 5,939 +5,939 New
NA
17
NewEdge Advisors
Louisiana
$311K 5,725 +481 +9%
RJT
18
Raymond James Trust
Florida
$274K 5,040 – –
FA
19
Faithward Advisors
Pennsylvania
$259K 4,768 – –
NG
20
Northstar Group
New York
$215K 3,965 +3,965 New
Jones Financial Companies
21
Jones Financial Companies
Missouri
$122K 2,259 +633 +39%
UBS Group
22
UBS Group
Switzerland
$51.8K 955 -1,282 -57%
CIAS
23
Capital Investment Advisory Services
North Carolina
$49.1K 905 – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$39.7K 731 – –
RIA
25
Realta Investment Advisors
Delaware
$9.65K 176 – –
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