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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.38%
New
25
Increased
76
Reduced
44
Closed
15
Calls
$4K
Puts
$6.75M
Net Calls
-$6.74M
Net Calls Change
-$838K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$214M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$168M
3
FA
3
FDx Advisors
Illinois
$60.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$31M
5
KWILP
5
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.9M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$531M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$78.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.84M
4
Wells Fargo
4
Wells Fargo
California
$132M
5
U
5
UBS
Switzerland
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$3.82M +$36.7K +1,050 +1%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$3.4M +$312K +8,934 +10%
CAN
53
Cetera Advisor Networks
California
$3.4M +$221K +6,342 +7%
MFS
54
MSI Financial Services
Massachusetts
$3.4M +$401K +11,478 +13%
SC
55
SouthState Corp
Florida
$3.36M -$682K -19,506 -17%
3AM
56
3D Asset Management
Connecticut
$3.05M -$292K -8,345 -9%
Goldman Sachs
57
Goldman Sachs
New York
$2.84M -$6.88M -196,725 -71%
William Blair & Company
58
William Blair & Company
Illinois
$2.77M -$140K -4,009 -5%
SG Americas Securities
59
SG Americas Securities
New York
$2.59M +$1.03M +29,319 +65%
SC
60
Scotia Capital
Ontario, Canada
$2.56M +$171K +4,908 +7%
GHF
61
Good Harbor Financial
Illinois
$2.41M -$423K -12,093 -15%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$2.34M +$2.34M +66,903 New
GA
63
Geller Advisors
New York
$2.1M -$2.24M -64,118 -52%
BCI
64
Brinker Capital Investments
Pennsylvania
$2.07M – – –
CA
65
Cetera Advisors
Colorado
$2.05M +$548K +15,741 +37%
RJT
66
Raymond James Trust
Florida
$2.03M +$96.5K +2,760 +5%
EFS
67
Essex Financial Services
Connecticut
$1.96M +$140K +3,992 +8%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.9M +$1.04M +29,614 +121%
M&T Bank
69
M&T Bank
New York
$1.81M +$1.81M +51,753 New
DAS
70
Dynamic Advisor Solutions
Arizona
$1.69M +$50.4K +1,441 +3%
NFG
71
Next Financial Group
Texas
$1.63M +$1.63M +46,709 New
MAA
72
Managed Account Advisors
New Jersey
$1.45M +$1.03M +29,532 +248%
IPC
73
Independent Portfolio Consultants
Florida
$1.33M +$1.33M +38,110 New
WA
74
WealthTrust-Arizona
Arizona
$1.3M -$218K -6,239 -14%
NPC
75
National Planning Corporation
California
$1.29M -$116K -3,312 -8%
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3
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