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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

263 hedge funds and large institutions have $3.11B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
263
Holders Change
+17
Holders Change %
+6.91%
% of All Funds
7.02%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.69%
New
42
Increased
111
Reduced
72
Closed
23
Calls
$1.22M
Puts
$1.75M
Net Calls
-$524K
Net Calls Change
+$2.77M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$202M
2
Bank of America
2
Bank of America
North Carolina
$261M
3
Morgan Stanley
3
Morgan Stanley
New York
$293M
4
Invesco
4
Invesco
Georgia
$150M
5
CS
5
Credit Suisse
Switzerland
$55.9M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44.8M
3
WIM
3
Windhaven Investment Management
Massachusetts
$323M
4
FA
4
FDx Advisors
Illinois
$1.8M
5
TFA
5
Transamerica Financial Advisors
Florida
$8.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$19.1M +$364K +9,033 +2%
PAG
27
Private Advisor Group
New Jersey
$19M +$2.85M +70,282 +18%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$18.8M +$7.92M +196,549 +73%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$17.1M +$3.56M +88,335 +26%
SBL
30
Sargent Bickham Lagudis
Colorado
$16.6M +$16.6M +412,519 New
RDM
31
Retirement Design & Management
Connecticut
$14M +$14M +345,923 New
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$13.6M +$268K +6,647 +2%
HighTower Advisors
33
HighTower Advisors
Illinois
$13.4M +$260K +6,448 +2%
3AM
34
3D Asset Management
Connecticut
$13.3M +$6.08M +150,810 +85%
Nomura Holdings
35
Nomura Holdings
Japan
$13M -$4.52M -112,300 -26%
NPC
36
National Planning Corporation
California
$12.2M +$720K +17,795 +6%
MIAN
37
Mariner Independent Advisor Network
Kansas
$11.6M +$7.86M +195,159 +211%
FAG
38
Financial Advisory Group
Texas
$11.4M -$549K -13,614 -5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$11M -$21.8M -540,162 -66%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$10.7M -$791K -19,619 -7%
HCM
41
Hollencrest Capital Management
California
$10.2M +$89.7K +2,225 +0.9%
PFS
42
Prospera Financial Services
Texas
$10.1M -$24.4M -604,819 -71%
FAAS
43
First Allied Advisory Services
California
$9.89M +$44.6K +1,106 +0.5%
Stifel Financial
44
Stifel Financial
Missouri
$9.78M -$434K -10,763 -4%
CAN
45
Cetera Advisor Networks
California
$9.09M +$883K +21,894 +11%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$8.73M +$1.38M +34,323 +19%
JWM
47
Jacobus Wealth Management
Wisconsin
$8.51M +$303K +7,525 +4%
HA
48
Harfst & Associates
Wyoming
$8.46M +$304K +7,542 +4%
TFA
49
Transamerica Financial Advisors
Florida
$8.34M -$34M -842,875 -80%
CAL
50
Capital Advisors Ltd
Ohio
$8.3M +$546K +13,538 +7%
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