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

30 hedge funds and large institutions have $22.9M invested in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.62M +$192K +3,494 +3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.79M +$127K +2,300 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.16M -$7.98K -145 -0.4%
Bank of America
4
Bank of America
North Carolina
$1.63M +$48.7K +885 +3%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.59M +$60.6K +1,109 +4%
MWM
6
MGB Wealth Management
Texas
$1.55M -$64.8K -1,178 -4%
AF
7
Apexium Financial
Texas
$1.18M -$32K -581 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.1M +$21.7K +410 +2%
SWA
9
SFMG Wealth Advisors
Texas
$553K
DADC
10
D.A. Davidson & Co
Montana
$436K -$16K -290 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$426K -$4.35K -79 -1%
Morgan Stanley
12
Morgan Stanley
New York
$416K -$12K -218 -3%
SOS
13
Silver Oak Securities
Tennessee
$359K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$355K +$355K +6,449 New
Goldman Sachs
15
Goldman Sachs
New York
$353K
NA
16
NewEdge Advisors
Louisiana
$315K +$55 +1 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$258K +$11.8K +215 +5%
FA
18
Faithward Advisors
Pennsylvania
$250K -$1.27K -23 -0.5%
AFP
19
Ausdal Financial Partners
Iowa
$223K
NG
20
Northstar Group
New York
$218K
RF
21
Roxbury Financial
New Jersey
$47.7K +$165 +3 +0.3%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K
AAS
23
Ameritas Advisory Services
Nebraska
$24.4K +$24.4K +443 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$15.6K
UBS Group
25
UBS Group
Switzerland
$5.56K -$8.37K -152 -60%