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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+37
Holders Change %
+21.02%
% of All Funds
5.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
56
Increased
91
Reduced
41
Closed
16
Calls
$1.07M
Puts
$12.8M
Net Calls
-$11.7M
Net Calls Change
-$4.95M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$116M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M
4
FIG
4
FundX Investment Group
California
$30.6M
5
Bank of America
5
Bank of America
North Carolina
$149M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.9M
3
WIM
3
Windhaven Investment Management
Massachusetts
$478M
4
FA
4
FDx Advisors
Illinois
$1.63M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$12.3M +$1.64M +43,215 +15%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$11.9M +$3.02M +79,463 +34%
FAG
28
Financial Advisory Group
Texas
$11.7M +$220K +5,795 +2%
CS
29
Credit Suisse
Switzerland
$11.5M +$4.55M +119,816 +65%
TF
30
Tompkins Financial
New York
$11.4M +$256K +6,740 +2%
AP
31
AHL Partners
United Kingdom
$10.7M +$965K +25,427 +10%
AIG
32
American International Group
New York
$10.2M +$1.14M +29,925 +13%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$10.1M +$5.11M +134,592 +102%
SAM
34
Securian Asset Management
Minnesota
$10M – – –
Stifel Financial
35
Stifel Financial
Missouri
$8.83M +$1.19M +31,351 +16%
FF
36
Friedenthal Financial
New Jersey
$8.67M +$8.67M +228,394 New
PAG
37
Private Advisor Group
New Jersey
$8.53M +$1.31M +34,436 +18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.44M +$551K +14,506 +7%
JWM
39
Jacobus Wealth Management
Wisconsin
$7.96M -$518K -13,640 -6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$7.88M -$201K -5,292 -2%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$7.75M +$897K +23,625 +13%
BCI
42
Brinker Capital Investments
Pennsylvania
$7.57M +$5.32M +140,229 +236%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$7.41M +$7.41M +195,156 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$7.39M +$480K +12,650 +7%
FAAM
45
First Allied Asset Management
California
$7.2M -$565K -14,888 -7%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$7.13M -$27.4M -720,826 -79%
MFS
47
MSI Financial Services
Massachusetts
$6.83M +$3.14M +82,837 +85%
WIC
48
Woodmont Investment Counsel
Tennessee
$6.41M -$240K -6,315 -4%
B
49
Baird
Wisconsin
$6.37M +$350K +9,225 +6%
CAL
50
Capital Advisors Ltd
Ohio
$5.8M +$344K +9,057 +6%
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