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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2.79B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
6.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.58%
New
54
Increased
100
Reduced
58
Closed
21
Calls
$851K
Puts
$4.15M
Net Calls
-$3.3M
Net Calls Change
+$1.99M

Top Buyers

1
SAS
Sage Advisory Services
Texas
$125M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$187M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$129M
4
Morgan Stanley
Morgan Stanley
New York
$227M
5
LPL Financial
LPL Financial
California
$124M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$356M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$27.8M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$0
4
BCI
Brinker Capital Investments
Pennsylvania
$19.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
226
Reilly Financial Advisors
California
$39K +$39K +1,000 New
PO
227
Private Ocean
California
$33K +$194 +5 +0.6%
MSFP
228
Mark Sheptoff Financial Planning
Connecticut
$33K +$33K +850 New
FMP
229
Financial Management Professionals
Texas
$24K – – –
BlackRock
230
BlackRock
New York
$23K +$23K +591 New
GWM
231
Gupta Wealth Management
California
$22K -$7.63K -198 -26%
CAL
232
Capital Analysts LLC
Pennsylvania
$21.1K +$21.1K +548 New
VNA
233
Valley National Advisers
Pennsylvania
$16K – – –
AIS
234
Accurate Investment Solutions
Pennsylvania
$16K +$16K +407 New
AA
235
Apriem Advisors
California
$15K – – –
KF
236
Krilogy Financial
Missouri
$15K – – –
HR
237
Howe & Rusling
New York
$14K -$6.52K -169 -32%
PMFA
238
Plante Moran Financial Advisors
Michigan
$12K – – –
SSB
239
Sandy Spring Bank
Maryland
$10K – – –
AP
240
Atwood & Palmer
Missouri
$9K – – –
TWA
241
TCI Wealth Advisors
Arizona
$7K – – –
SF
242
Synovus Financial
Georgia
$7K +$7K +194 New
WTB
243
Washington Trust Bank
Washington
$4K +$4K +115 New
WAS
244
Winch Advisory Services
Wisconsin
$3K – – –
AWM
245
Avior Wealth Management
Nebraska
$2K +$2K +40 New
Manulife (Manufacturers Life Insurance)
246
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229 -$2 -54 -0.9%
KWILP
247
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$10.7M -297,829 Closed
SI
248
SII Investments
Wisconsin
– -$491K -13,678 Closed
Comerica Bank
249
Comerica Bank
Texas
– -$369K -10,250 Closed
JA
250
JOYN Advisors
Georgia
– -$309K -8,597 Closed
7 8 9
10
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