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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 %
S
251
SignatureFD
Georgia
$70K +$6.92K +162 +11%
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$69K – – –
BIG
253
Bellwether Investment Group
Tennessee
$68K +$68K +1,599 New
RBC
254
Roble Belko & Company
Pennsylvania
$61K – – –
AIM
255
Advantage Investment Management
Iowa
$53K -$215K -4,999 -80%
TCOV
256
Trust Company of Vermont
Vermont
$53K – – –
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$50K +$33.2K +780 +197%
LIA
258
LS Investment Advisors
Michigan
$43K – – –
CCM
259
Cribstone Capital Management
Maine
$39K +$39K +900 New
MSFP
260
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
MA
261
MUFG Americas
New York
$28K +$28K +662 New
FMP
262
Financial Management Professionals
Texas
$27K – – –
AA
263
Apriem Advisors
California
$27K +$2.59K +61 +11%
TWA
264
TCI Wealth Advisors
Arizona
$25K – – –
WT
265
Whittier Trust
California
$24K – – –
CC
266
Cassaday & Co
Virginia
$22K +$22K +520 New
IF
267
Ironwood Financial
Arizona
$20K – – –
VNA
268
Valley National Advisers
Pennsylvania
$18K – – –
WOC
269
West Oak Capital
California
$17.1K +$17.1K +400 New
KF
270
Krilogy Financial
Missouri
$17K -$170 -4 -1%
SF
271
Synovus Financial
Georgia
$16K – – –
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
BWA
273
Burt Wealth Advisors
Maryland
$14K – – –
PWM
274
Perigon Wealth Management
California
$11K +$11K +250 New
AP
275
Atwood & Palmer
Missouri
$10K – – –
9 10
11
12 13