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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$573M
2
Bank of America
Bank of America
North Carolina
$754M
3
MML Investors Services
MML Investors Services
Massachusetts
$69.7M
4
GA
Gateway Advisory
New Jersey
$71.6M
5
LPT
Legacy Private Trust
Wisconsin
$31.2M

Top Sellers

1
Citigroup
Citigroup
New York
$8.39M
2
WIM
Windhaven Investment Management
Massachusetts
$228M
3
Goldman Sachs
Goldman Sachs
New York
$15.2M
4
HNB
Huntington National Bank
Ohio
$11M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
226
Wolverine Trading
Illinois
$258K +$258K +5,794 New
PFT
227
Providence First Trust
Arizona
$255K +$255K +5,706 New
VCM
228
Versant Capital Management
Arizona
$244K -$137K -3,064 -36%
CC
229
Courier Capital
New York
$244K – – –
GI
230
Gradient Investments
Minnesota
$235K -$53.1K -1,186 -18%
FA
231
FDx Advisors
Illinois
$229K +$5.11K +114 +2%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$227K +$227K +5,077 New
Fisher Asset Management
233
Fisher Asset Management
Washington
$220K +$220K +4,917 New
BCM
234
Brookstone Capital Management
Illinois
$216K +$216K +4,840 New
ACP
235
Aveo Capital Partners
Colorado
$212K +$212K +4,730 New
SA
236
SL Advisors
New Jersey
$211K – – –
IWA
237
Intercontinental Wealth Advisors
Texas
$210K – – –
MWP
238
MYCIO Wealth Partners
Pennsylvania
$210K +$805 +18 +0.4%
BFIM
239
Beese Fulmer Investment Management
Ohio
$208K – – –
SFG
240
StrategIQ Financial Group
Indiana
$203K +$203K +4,543 New
NCM
241
Noesis Capital Mangement
Florida
$202K -$51.2K -1,145 -20%
FCMT
242
Founders Capital Management (Texas)
Texas
$197K -$26.4K -590 -12%
JCM
243
Jacobi Capital Management
Pennsylvania
$175K +$175K +3,914 New
VWA
244
V Wealth Advisors
Kansas
$171K +$171K +3,850 New
Bessemer Group
245
Bessemer Group
New Jersey
$163K – – –
AIA
246
Armor Investment Advisors
North Carolina
$151K – – –
OIA
247
OneDigital Investment Advisors
Kansas
$149K +$149K +3,337 New
TF
248
Tompkins Financial
New York
$148K -$56.4K -1,262 -28%
UWPG
249
Ullmann Wealth Partners Group
Florida
$128K – – –
BFEC
250
Benjamin F. Edwards & Company
Missouri
$118K +$628 +14 +0.5%
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