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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
26
Increased
68
Reduced
44
Closed
9
Calls
$2.04M
Puts
$7.95M
Net Calls
-$5.9M
Net Calls Change
-$13.7M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$94.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
U
4
UBS
Switzerland
$75.5M
5
Bank of America
5
Bank of America
North Carolina
$115M

Top Sellers

1
GA
1
Geller Advisors
New York
$4.41M
2
WIM
2
Windhaven Investment Management
Massachusetts
$566M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.9M
4
FAAM
4
First Allied Asset Management
California
$8.08M
5
JG
5
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
51
3D Asset Management
Connecticut
$3.4M -$1.65M -46,356 -33%
CAN
52
Cetera Advisor Networks
California
$3.24M +$399K +11,203 +14%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$3.14M -$812K -22,831 -21%
PI
54
Placemark Investments
Illinois
$3.1M +$1.15M +32,230 +59%
BII
55
Bainco International Investors
Massachusetts
$3.05M +$330K +9,263 +12%
MFS
56
MSI Financial Services
Massachusetts
$3.05M +$144K +4,059 +5%
William Blair & Company
57
William Blair & Company
Illinois
$2.96M +$264K +7,434 +10%
GHF
58
Good Harbor Financial
Illinois
$2.89M +$765K +21,484 +36%
SC
59
Scotia Capital
Ontario, Canada
$2.44M +$94.2K +2,645 +4%
VF
60
Virtu Financial
New York
$2.14M +$2.14M +60,124 New
BCI
61
Brinker Capital Investments
Pennsylvania
$2.11M – – –
RJT
62
Raymond James Trust
Florida
$1.96M – – –
EFS
63
Essex Financial Services
Connecticut
$1.85M -$21.4K -601 -1%
OL
64
Orbitronix LP
California
$1.78M +$1.78M +50,000 New
Nuveen Asset Management
65
Nuveen Asset Management
Illinois
$1.78M +$1.78M +50,000 New
FIM
66
Freedom Investment Management
Connecticut
$1.74M +$1.74M +48,823 New
DAS
67
Dynamic Advisor Solutions
Arizona
$1.67M -$168K -4,715 -9%
SG Americas Securities
68
SG Americas Securities
New York
$1.6M +$1.6M +44,846 New
WA
69
WealthTrust-Arizona
Arizona
$1.54M -$9.86K -277 -0.6%
CA
70
Cetera Advisors
Colorado
$1.53M +$987K +27,736 +181%
NPC
71
National Planning Corporation
California
$1.43M +$42.2K +1,185 +3%
LPT
72
Legacy Private Trust
Wisconsin
$1.29M -$111K -3,119 -8%
BRWA
73
B. Riley Wealth Advisors
Florida
$1.25M +$1.06M +58,250 +554%
FT
74
Fiduciary Trust
Massachusetts
$1.17M – – –
OC
75
Oppenheimer & Co
New York
$1.17M +$54.3K +1,526 +5%
1 2
3
4 5