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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+7
Holders Change %
+2.48%
% of All Funds
7.21%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
40
Increased
82
Reduced
124
Closed
31
Calls
–
Puts
$3.93M
Net Calls
-$3.93M
Net Calls Change
-$3.53M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$445M
2
Bank of America
2
Bank of America
North Carolina
$657M
3
RIM
3
Rampart Investment Management
Connecticut
$12M
4
HCM
4
Hollencrest Capital Management
California
$11.8M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$6.17M

Top Sellers

1
Citigroup
1
Citigroup
New York
$77.5M
2
WIM
2
Windhaven Investment Management
Massachusetts
$242M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
276
Whittier Trust
California
$18K – – –
WOC
277
West Oak Capital
California
$17.4K – – –
NSB
278
Norway Savings Bank
Maine
$16K – – –
BWA
279
Burt Wealth Advisors
Maryland
$15K -$156K -3,650 -91%
LWCFA
280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
AF
281
Allworth Financial
California
$14K -$172K -4,037 -92%
AIM
282
Anchor Investment Management
South Carolina
$13K +$13K +300 New
PWM
283
Perigon Wealth Management
California
$13K – – –
AA
284
Apriem Advisors
California
$11K – – –
YWP
285
YorkBridge Wealth Partners
New York
$5K – – –
AIP
286
Ameritas Investment Partners
Nebraska
$5K +$37 +1 +0.8%
GWS
287
Glassman Wealth Services
Virginia
$5K +$5K +111 New
Parallax Volatility Advisers
288
Parallax Volatility Advisers
California
$2K +$1.96K +53 +5,300%
CFD
289
Creative Financial Designs
Indiana
$1K +$1K +34 New
NDSI
290
Newman Dignan & Sheerar Inc
Rhode Island
$279 -$2.51K -57,783 -90%
GI
291
Glovista Investments
New Jersey
– -$21.1M -508,230 Closed
SMM
292
Stadion Money Management
Georgia
– -$13.9M -333,314 Closed
FTUS
293
Flow Traders U.S.
New York
– -$5.82M -139,948 Closed
LMIM
294
Lockheed Martin Investment Management
Maryland
– -$4.57M -109,965 Closed
FSA
295
Financial Sense Advisors
California
– -$3.47M -83,409 Closed
ACM
296
Avalon Capital Management
California
– -$2.8M -67,246 Closed
ALIONA
297
Allianz Life Insurance of North America
Minnesota
– -$1.54M -36,998 Closed
LIA
298
LBMC Investment Advisors
Tennessee
– -$1.21M -29,106 Closed
M&T Bank
299
M&T Bank
New York
– -$878K -21,117 Closed
ACP
300
Aveo Capital Partners
Colorado
– -$787K -18,930 Closed
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12
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