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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$573M
2
Bank of America
2
Bank of America
North Carolina
$754M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$69.7M
4
GA
4
Gateway Advisory
New Jersey
$71.6M
5
LPT
5
Legacy Private Trust
Wisconsin
$31.2M

Top Sellers

1
Citigroup
1
Citigroup
New York
$8.39M
2
WIM
2
Windhaven Investment Management
Massachusetts
$228M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.2M
4
HNB
4
Huntington National Bank
Ohio
$11M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$15.2M -$13.4M -300,462 -47%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$15M -$323K -7,211 -2%
NEPWA
28
New England Private Wealth Advisors
Massachusetts
$14.6M -$124K -2,774 -0.8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$14.4M +$1.62M +36,317 +13%
RIM
30
Rampart Investment Management
Connecticut
$13.5M +$1.19M +26,554 +10%
Stifel Financial
31
Stifel Financial
Missouri
$13.2M -$307K -6,874 -2%
AG
32
Advisor Group
Arizona
$12.8M +$2.68M +59,836 +26%
HCM
33
Hollencrest Capital Management
California
$12.2M +$81.1K +1,813 +0.7%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$184K +4,119 +2%
FAG
35
Financial Advisory Group
Texas
$12M +$144K +3,221 +1%
HighTower Advisors
36
HighTower Advisors
Illinois
$11.7M -$4.68M -104,651 -29%
HNB
37
Huntington National Bank
Ohio
$11M -$10.6M – –
TFA
38
Transamerica Financial Advisors
Florida
$10.8M +$991K +22,162 +10%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$10.4M -$74.7K -1,671 -0.7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$10.1M -$5.92M -132,322 -37%
CAL
41
Capital Advisors Ltd
Ohio
$9.68M +$33.9K +759 +0.4%
UCFA
42
United Capital Financial Advisors
Texas
$9.22M +$7.17M +160,238 +349%
HA
43
Harfst & Associates
Wyoming
$9.11M -$133K -2,977 -1%
NPC
44
National Planning Corporation
California
$9.03M +$5.59M +124,922 +162%
JWM
45
Jacobus Wealth Management
Wisconsin
$8.56M +$239K +5,340 +3%
Citigroup
46
Citigroup
New York
$8.39M -$71.4M -1,595,696 -89%
SAM
47
Securian Asset Management
Minnesota
$8.37M – – –
CS
48
Credit Suisse
Switzerland
$8.29M -$3.38M -75,511 -29%
CA
49
Cetera Advisors
Colorado
$7.35M +$383K +8,576 +5%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$6.98M +$4.72M +105,514 +208%
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