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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

274 hedge funds and large institutions have $3.15B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-13
Holders Change %
-4.53%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.53%
New
26
Increased
106
Reduced
98
Closed
33
Calls
$11.7M
Puts
$7.89M
Net Calls
+$3.82M
Net Calls Change
+$5.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$428M
2
Citigroup
2
Citigroup
New York
$48.2M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
NC
4
NewSquare Capital
Pennsylvania
$28.9M
5
PFS
5
Prospera Financial Services
Texas
$30.5M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$386K
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$348M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$16.3M -$576K -13,889 -3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$15.2M -$2.41M -59,403 -14%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$14.7M +$9.16M +220,821 +165%
HighTower Advisors
29
HighTower Advisors
Illinois
$14.6M -$211K -5,080 -1%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$14.5M +$160K +3,858 +1%
SMM
31
Stadion Money Management
Georgia
$14.3M -$3.35M -80,710 -19%
Nomura Holdings
32
Nomura Holdings
Japan
$13.6M +$104K +2,500 +0.8%
Goldman Sachs
33
Goldman Sachs
New York
$13.6M -$37.6M -905,600 -73%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$13.5M +$13.5M +325,354 New
TFA
35
Transamerica Financial Advisors
Florida
$13M +$3.39M +81,686 +35%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$12.3M +$2.35M +56,701 +24%
AG
37
Advisor Group
Arizona
$11.6M +$1.11M +26,707 +11%
FAG
38
Financial Advisory Group
Texas
$11M -$435K -10,495 -4%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$10.9M -$4.06M -97,878 -27%
FAAS
40
First Allied Advisory Services
California
$10.8M +$673K +16,228 +7%
3AM
41
3D Asset Management
Connecticut
$10.1M -$221K -5,328 -2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$9.81M -$206K -4,975 -2%
HA
43
Harfst & Associates
Wyoming
$9.29M -$87.3K -2,104 -0.9%
CAL
44
Capital Advisors Ltd
Ohio
$9.06M +$296K +7,125 +3%
IAA
45
Ironsides Asset Advisors
North Carolina
$8.48M +$1.05M +25,378 +14%
JWM
46
Jacobus Wealth Management
Wisconsin
$8.33M -$394K -9,504 -5%
HNB
47
Huntington National Bank
Ohio
$8M -$6.3M – –
SAM
48
Securian Asset Management
Minnesota
$7.76M – – –
FF
49
Friedenthal Financial
New Jersey
$6.83M -$410K -9,888 -6%
BCI
50
Brinker Capital Investments
Pennsylvania
$6.79M -$11.5M -276,429 -63%
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