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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

274 hedge funds and large institutions have $3.15B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-13
Holders Change %
-4.53%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.53%
New
26
Increased
106
Reduced
98
Closed
33
Calls
$11.7M
Puts
$7.89M
Net Calls
+$3.82M
Net Calls Change
+$5.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$428M
2
Citigroup
2
Citigroup
New York
$48.2M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
NC
4
NewSquare Capital
Pennsylvania
$28.9M
5
PFS
5
Prospera Financial Services
Texas
$30.5M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$386K
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$348M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
MUFG Americas
New York
$27K – – –
AA
252
Apriem Advisors
California
$27K +$541 +13 +2%
FMP
253
Financial Management Professionals
Texas
$26K – – –
EDRS
254
Edmond de Rothschild (Suisse)
Switzerland
$26K +$26K +626 New
RFA
255
Reilly Financial Advisors
California
$25K +$25K +600 New
CHP
256
Cable Hill Partners
Oregon
$25K +$25K +622 New
TWA
257
TCI Wealth Advisors
Arizona
$24K – – –
WT
258
Whittier Trust
California
$23K – – –
CAL
259
Capital Analysts LLC
Pennsylvania
$22.7K +$22.7K +548 New
IF
260
Ironwood Financial
Arizona
$20K – – –
ECM
261
Exchange Capital Management
Michigan
$19K +$19K +465 New
SBL
262
Sargent Bickham Lagudis
Colorado
$18.3K -$878K -429,799 -98%
PWM
263
Perigon Wealth Management
California
$18K +$7.56K +181 +72%
KF
264
Krilogy Financial
Missouri
$17K – – –
WOC
265
West Oak Capital
California
$16.6K – – –
SF
266
Synovus Financial
Georgia
$16K – – –
LWCFA
267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
BWA
268
Burt Wealth Advisors
Maryland
$14K – – –
AP
269
Atwood & Palmer
Missouri
$10K – – –
KLI
270
Kelman-Lazarov Inc
Tennessee
$7.48K – – –
First Manhattan
271
First Manhattan
New York
$7K – – –
WP
272
WealthPLAN Partners
Nebraska
$6.18K -$7.03K -173 -53%
IWM
273
Integrated Wealth Management
California
$6K +$44 +1 +0.7%
WDL
274
Well Done LLC
Michigan
$3.13K +$85 +195 +3%
IA
275
IndexIQ Advisors
New York
$2K -$11M -219,163 -100%
9 10
11
12 13