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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 %
CFA
276
CT Financial Advisors
Pennsylvania
$9.63K +$9.63K +225 New
RCM
277
Rain Capital Management
Oregon
$8.56K +$8.56K +200 New
PMFA
278
Plante Moran Financial Advisors
Michigan
$8K -$6.55K -145 -45%
AssetMark Inc
279
AssetMark Inc
California
$8K +$8K +196 New
KLI
280
Kelman-Lazarov Inc
Tennessee
$7.86K +$7.86K +184 New
First Manhattan
281
First Manhattan
New York
$7K +$7K +172 New
IWM
282
Integrated Wealth Management
California
$6K – – –
WTB
283
Washington Trust Bank
Washington
$5K – – –
PRCM
284
Pine River Capital Management
Minnesota
$1.19K – – –
CA
285
Commerzbank Aktiengesellschaft
Germany
$984 +$149 +3,490 +18%
FHC
286
First Heartland Consultants
Missouri
$295 +$295 +6,903 New
WP
287
WealthPLAN Partners
Nebraska
$14 +$14 +325 New
MIAN
288
Mariner Independent Advisor Network
Kansas
– -$11.6M -287,825 Closed
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
– -$10.7M -264,860 Closed
AIG
290
American International Group
New York
– -$8.03M -199,188 Closed
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
– -$6.06M -150,197 Closed
Jane Street
292
Jane Street
New York
– -$4.67M -115,695 Closed
ACM
293
Avalon Capital Management
California
– -$3.75M -93,007 Closed
FIM
294
Freedom Investment Management
Connecticut
– -$2.43M -60,269 Closed
FA
295
FDx Advisors
Illinois
– -$1.8M -44,599 Closed
LI
296
LVZ Inc
Michigan
– -$413K -10,249 Closed
LYV
297
Live Your Vision
Pennsylvania
– -$369K -9,144 Closed
JA
298
JOYN Advisors
Georgia
– -$347K -8,609 Closed
PIM
299
Penobscot Investment Management
Massachusetts
– -$258K -6,399 Closed
CAG
300
Crestwood Advisors Group
Massachusetts
– -$256K -6,346 Closed
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