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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+37
Holders Change %
+21.02%
% of All Funds
5.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
56
Increased
91
Reduced
41
Closed
16
Calls
$1.07M
Puts
$12.8M
Net Calls
-$11.7M
Net Calls Change
-$4.95M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$116M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M
4
FIG
4
FundX Investment Group
California
$30.6M
5
Bank of America
5
Bank of America
North Carolina
$149M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.9M
3
WIM
3
Windhaven Investment Management
Massachusetts
$478M
4
FA
4
FDx Advisors
Illinois
$1.63M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
51
Quantitative Advantage
Minnesota
$5.11M -$433K -11,397 -8%
FAAS
52
First Allied Advisory Services
California
$4.91M +$3.53M +92,773 +255%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$4.84M -$1.54M -40,499 -24%
KA
54
Klingman & Associates
New York
$4.69M +$4.69M +123,505 New
JWA
55
JFS Wealth Advisors
Pennsylvania
$4.23M +$89K +2,346 +2%
CAN
56
Cetera Advisor Networks
California
$3.93M +$229K +6,030 +6%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$3.9M +$213K +5,624 +6%
IAA
58
Ironsides Asset Advisors
North Carolina
$3.78M +$3.78M +99,455 New
TCM
59
Tuttle Capital Management
Connecticut
$3.71M +$3.71M +97,754 New
CA
60
Cetera Advisors
Colorado
$3.7M +$1.47M +38,562 +66%
PI
61
Placemark Investments
Illinois
$3.59M -$5.47M -144,164 -60%
SC
62
Scotia Capital
Ontario, Canada
$3.2M +$422K +11,141 +15%
MAA
63
Managed Account Advisors
New Jersey
$3.12M +$1.55M +40,810 +99%
DAS
64
Dynamic Advisor Solutions
Arizona
$3.01M +$1.17M +30,847 +64%
ACM
65
Avalon Capital Management
California
$2.93M +$1.79M +47,114 +157%
William Blair & Company
66
William Blair & Company
Illinois
$2.91M -$89.2K -2,349 -3%
SPC
67
Sigma Planning Corp
Michigan
$2.77M +$2.77M +72,948 New
SC
68
SouthState Corp
Florida
$2.69M -$952K -25,075 -26%
3AM
69
3D Asset Management
Connecticut
$2.57M -$740K -19,491 -22%
FIM
70
Freedom Investment Management
Connecticut
$2.53M +$2.53M +66,510 New
GC
71
Gratus Capital
Georgia
$2.4M +$2.4M +63,108 New
GA
72
Geller Advisors
New York
$2.29M +$12.9K +340 +0.6%
UOC
73
UBS O'Connor
Illinois
$2.28M +$2.28M +60,000 New
GHF
74
Good Harbor Financial
Illinois
$2.2M -$418K -11,001 -16%
EFS
75
Essex Financial Services
Connecticut
$2.2M +$74.7K +1,968 +4%
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