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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

216 hedge funds and large institutions have $2.08B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
5.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
90
Reduced
66
Closed
23
Calls
$577K
Puts
$5.6M
Net Calls
-$5.02M
Net Calls Change
+$6.67M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$24.2M
2
Bank of America
2
Bank of America
North Carolina
$169M
3
FIG
3
FundX Investment Group
California
$43.7M
4
Invesco
4
Invesco
Georgia
$79.3M
5
TFA
5
Transamerica Financial Advisors
Florida
$11.8M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$435M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$12.6M 332,067 +18,068 +6%
AIG
27
American International Group
New York
$12.2M 321,988 +54,096 +20%
TFA
28
Transamerica Financial Advisors
Florida
$11.8M 311,028 +276,435 +799%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$11.3M 297,497 +109,614 +58%
TF
30
Tompkins Financial
New York
$11.2M 294,724 -6,981 -2%
FAG
31
Financial Advisory Group
Texas
$11.1M 293,842 -15,223 -5%
PAG
32
Private Advisor Group
New Jersey
$10.7M 283,264 +58,693 +26%
Goldman Sachs
33
Goldman Sachs
New York
$10.3M 270,816 -441,818 -62%
SAM
34
Securian Asset Management
Minnesota
$10M 264,379 – –
GC
35
Guggenheim Capital
Illinois
$9.87M 260,281 +260,281 New
CAN
36
Cetera Advisor Networks
California
$9.07M 238,994 +135,658 +131%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$8.91M 234,974 -31,113 -12%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.8M 231,993 +9,632 +4%
Stifel Financial
39
Stifel Financial
Missouri
$8.59M 226,537 -6,081 -3%
Citigroup
40
Citigroup
New York
$8.56M 225,784 -107,724 -32%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$8.34M 219,816 +24,660 +13%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$8.24M 217,303 +9,815 +5%
FF
43
Friedenthal Financial
New Jersey
$8.12M 214,157 -14,237 -6%
MAA
44
Managed Account Advisors
New Jersey
$8.09M 213,271 +131,034 +159%
JWM
45
Jacobus Wealth Management
Wisconsin
$7.74M 203,982 -5,728 -3%
CA
46
Cetera Advisors
Colorado
$7.1M 186,826 +89,456 +92%
B
47
Baird
Wisconsin
$6.68M 176,077 +8,357 +5%
CAL
48
Capital Advisors Ltd
Ohio
$6.53M 172,052 +19,209 +13%
FAAS
49
First Allied Advisory Services
California
$6.4M 168,580 +39,460 +31%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$6.29M 165,810 -28,860 -15%
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