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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
289
Holders Change
+7
Holders Change %
+2.48%
% of All Funds
7.21%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
40
Increased
82
Reduced
124
Closed
31
Calls
–
Puts
$3.93M
Net Calls
-$3.93M
Net Calls Change
-$3.53M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$445M
2
Bank of America
2
Bank of America
North Carolina
$657M
3
RIM
3
Rampart Investment Management
Connecticut
$12M
4
HCM
4
Hollencrest Capital Management
California
$11.8M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$6.17M

Top Sellers

1
Citigroup
1
Citigroup
New York
$77.5M
2
WIM
2
Windhaven Investment Management
Massachusetts
$242M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$14.9M 342,373 -66,162 -16%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$14.4M 331,031 +45,514 +16%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$14.3M 330,209 -9,840 -3%
Stifel Financial
29
Stifel Financial
Missouri
$13.2M 302,488 -25,631 -8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$12.4M 285,846 -29,325 -9%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$12.1M 277,912 -64,724 -19%
RIM
32
Rampart Investment Management
Connecticut
$12M 275,682 +275,682 New
HCM
33
Hollencrest Capital Management
California
$11.8M 271,967 +271,967 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$11.6M 267,935 -8,658 -3%
FAG
35
Financial Advisory Group
Texas
$11.6M 265,735 +4,172 +2%
CS
36
Credit Suisse
Switzerland
$11.3M 260,903 -81,557 -24%
HNB
37
Huntington National Bank
Ohio
– – – –
Baird Financial Group
38
Baird Financial Group
Wisconsin
$10.1M 233,129 -9,960 -4%
AG
39
Advisor Group
Arizona
$9.89M 227,388 -1,967 -0.9%
TFA
40
Transamerica Financial Advisors
Florida
$9.55M 219,784 -5,840 -3%
CAL
41
Capital Advisors Ltd
Ohio
$9.37M 215,549 -2,117 -1%
HA
42
Harfst & Associates
Wyoming
$8.98M 206,589 -10,084 -5%
CAN
43
Cetera Advisor Networks
California
$8.95M 205,779 -37,996 -16%
SAM
44
Securian Asset Management
Minnesota
$8.13M 187,041 – –
JWM
45
Jacobus Wealth Management
Wisconsin
$8.09M 185,996 -2,296 -1%
Nomura Holdings
46
Nomura Holdings
Japan
$7.22M 166,000 -23,000 -12%
CA
47
Cetera Advisors
Colorado
$6.79M 155,992 +8,269 +6%
SEI Investments
48
SEI Investments
Pennsylvania
$6.32M 145,393 -35,218 -19%
UB
49
UMB Bank
Missouri
$6.23M 143,402 -6,098 -4%
CAAS
50
Capital Asset Advisory Services
Michigan
$6.17M 141,954 +141,954 New
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