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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.66B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+24
Holders Change %
+9.13%
% of All Funds
7.67%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
50
Increased
126
Reduced
73
Closed
22
Calls
$10.3M
Puts
$11.8M
Net Calls
-$1.54M
Net Calls Change
-$1.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$384M
2
Morgan Stanley
Morgan Stanley
New York
$416M
3
Ameriprise
Ameriprise
Minnesota
$98.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$84.4M
5
GA
Gateway Advisory
New Jersey
$62.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$96.8M
2
CS
Credit Suisse
Switzerland
$20.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$171M
4
WIM
Windhaven Investment Management
Massachusetts
$315M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
226
Starfire Investment Advisers
Michigan
$258K +$32.1K +751 +14%
NFG
227
Next Financial Group
Texas
$257K +$4.39K +103 +2%
HFA
228
High Falls Advisors
New York
$255K -$4M -103,762 -94%
BF
229
BOK Financial
Oklahoma
$245K +$245K +5,717 New
Toronto Dominion Bank
230
Toronto Dominion Bank
Ontario, Canada
$245K +$245K +5,728 New
CC
231
Courier Capital
New York
$233K -$9.4K -220 -4%
CG
232
Cutler Group
California
$231K -$21.4K -503 -8%
RC
233
Roundview Capital
New Jersey
$229K +$229K +5,347 New
BBPWM
234
Blue Bell Private Wealth Management
Pennsylvania
$217K +$96.4K +2,250 +80%
BA
235
Birinyi Associates
Connecticut
$214K -$10.7K -250 -5%
ISL
236
Ingalls & Snyder LLC
New York
$214K +$214K +5,000 New
NA
237
NewEdge Advisors
Louisiana
$213K -$179K -4,230 -46%
PP
238
Patten & Patten
Tennessee
$203K -$10.7K -250 -5%
ADL
239
Asset Dedication LLC
California
$174K +$174K +4,051 New
Bessemer Group
240
Bessemer Group
New Jersey
$161K -$335K -7,824 -68%
EDRE
241
Edmond de Rothschild (Europe)
Luxembourg
$139K +$139K +3,259 New
ASN
242
Advisory Services Network
Georgia
$115K +$27.9K +653 +32%
EWM
243
Evercore Wealth Management
New York
$105K – – –
FNYS
244
First New York Securities
New York
$103K +$103K +2,400 New
SEIA
245
Signature Estate & Investment Advisors
California
$102K +$102K +2,383 New
WEC
246
Winslow Evans & Crocker
Massachusetts
$97.5K +$4.71K +110 +5%
CIR
247
Clear Investment Research
Georgia
$97K +$97K +2,257 New
BlackRock
248
BlackRock
New York
$86K -$129 -3 -0.1%
LNB
249
Ledyard National Bank
$84K – – –
PFBT
250
Parkside Financial Bank & Trust
Missouri
$70K – – –
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