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

29 hedge funds and large institutions have $23.2M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.61M +$5.31M +93,798 +407%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.73M -$396K -7,000 -13%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.23M -$3.96K -70 -0.2%
MWM
4
MGB Wealth Management
Texas
$1.65M -$113 -2 -0%
Bank of America
5
Bank of America
North Carolina
$1.63M -$28.6K -505 -2%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.56M +$505K +9,037 +48%
AF
7
Apexium Financial
Texas
$1.24M -$22K -388 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.15M -$23.2K -410 -2%
SWA
9
SFMG Wealth Advisors
Texas
$568K
DADC
10
D.A. Davidson & Co
Montana
$464K -$1.25K -22 -0.3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$443K +$623 +11 +0.1%
Morgan Stanley
12
Morgan Stanley
New York
$440K -$17.1K -303 -4%
SOS
13
Silver Oak Securities
Tennessee
$365K
Goldman Sachs
14
Goldman Sachs
New York
$363K
NA
15
NewEdge Advisors
Louisiana
$324K +$57 +1 +0%
Raymond James Financial
16
Raymond James Financial
Florida
$290K -$170 -3 -0.1%
FA
17
Faithward Advisors
Pennsylvania
$258K -$3K -53 -1%
Citadel Advisors
18
Citadel Advisors
Florida
$253K -$178K -3,152 -41%
AFP
19
Ausdal Financial Partners
Iowa
$229K -$57K -1,008 -20%
NG
20
Northstar Group
New York
$224K
RF
21
Roxbury Financial
New Jersey
$48.8K +$113 +2 +0.2%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K +$25.5K +450 New
AWM
23
AE Wealth Management
Kansas
$16.1K
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$16.1K +$16.1K +284 New
UBS Group
25
UBS Group
Switzerland
$14.3K -$30.5K -539 -68%