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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
26
Increased
68
Reduced
44
Closed
9
Calls
$2.04M
Puts
$7.95M
Net Calls
-$5.9M
Net Calls Change
-$13.7M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$94.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
U
4
UBS
Switzerland
$75.5M
5
Bank of America
5
Bank of America
North Carolina
$115M

Top Sellers

1
GA
1
Geller Advisors
New York
$4.41M
2
WIM
2
Windhaven Investment Management
Massachusetts
$566M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.9M
4
FAAM
4
First Allied Asset Management
California
$8.08M
5
JG
5
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
26
Jacobus Wealth Management
Wisconsin
$8.06M -$176K -4,955 -2%
Citigroup
27
Citigroup
New York
$7.99M -$125K -3,502 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$7.25M -$105K -2,958 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$7.21M +$82.6K +2,320 +1%
MIU
30
Man Investments (UK)
United Kingdom
$6.59M -$1.58M -44,321 -19%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$6.27M -$25.9K -727 -0.4%
PAG
32
Private Advisor Group
New Jersey
$6.21M +$508K +14,283 +9%
Nomura Holdings
33
Nomura Holdings
Japan
$6.2M +$6.2M +174,700 New
NC
34
NewSquare Capital
Pennsylvania
$6.08M +$2.48M +69,576 +69%
CS
35
Credit Suisse
Switzerland
$6.02M +$5.31M +149,340 +754%
WIC
36
Woodmont Investment Counsel
Tennessee
$5.93M +$4.17M +117,125 +236%
HighTower Advisors
37
HighTower Advisors
Illinois
$5.62M -$83.4K -2,344 -1%
QA
38
Quantitative Advantage
Minnesota
$5.53M -$99K -2,782 -2%
B
39
Baird
Wisconsin
$5.26M +$322K +9,057 +7%
Stifel Financial
40
Stifel Financial
Missouri
$4.94M +$1.49M +41,742 +43%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$4.88M +$3.63M +102,203 +291%
CAL
42
Capital Advisors Ltd
Ohio
$4.84M +$166K +4,670 +4%
DADC
43
D.A. Davidson & Co
Montana
$4.68M +$21.4K +600 +0.5%
LMIM
44
Lockheed Martin Investment Management
Maryland
$4.64M +$4.64M +130,400 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$4.48M +$1.47M +41,356 +49%
GA
46
Geller Advisors
New York
$4.41M -$8.86M -249,073 -67%
SC
47
SouthState Corp
Florida
$4.11M -$68.9K -1,935 -2%
FAAS
48
First Allied Advisory Services
California
$3.93M -$279K -7,841 -7%
JWA
49
JFS Wealth Advisors
Pennsylvania
$3.85M +$203K +5,695 +6%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$3.57M -$781K -21,940 -18%
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