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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

216 hedge funds and large institutions have $2.08B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
5.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
90
Reduced
66
Closed
23
Calls
$577K
Puts
$5.6M
Net Calls
-$5.02M
Net Calls Change
+$6.67M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$24.2M
2
Bank of America
2
Bank of America
North Carolina
$169M
3
FIG
3
FundX Investment Group
California
$43.7M
4
Invesco
4
Invesco
Georgia
$79.3M
5
TFA
5
Transamerica Financial Advisors
Florida
$11.8M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$435M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$6.26M 164,835 +37,380 +29%
SG Americas Securities
52
SG Americas Securities
New York
$6.12M 161,219 +161,219 New
FAAM
53
First Allied Asset Management
California
$5.44M 143,399 -46,233 -24%
KA
54
Klingman & Associates
New York
$5.16M 135,917 +12,412 +10%
WIC
55
Woodmont Investment Counsel
Tennessee
$5.13M 135,173 -33,727 -20%
IAA
56
Ironsides Asset Advisors
North Carolina
$5.03M 132,655 +33,200 +33%
JWA
57
JFS Wealth Advisors
Pennsylvania
$4.4M 115,875 +4,430 +4%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$3.83M 100,893 -1,901 -2%
SC
59
Scotia Capital
Ontario, Canada
$3.24M 85,347 +930 +1%
HF
60
HRT Financial
New York
$3.2M 84,307 +84,307 New
EFS
61
Essex Financial Services
Connecticut
$3.06M 80,709 +22,750 +39%
SPC
62
Sigma Planning Corp
Michigan
$2.95M 77,763 +4,815 +7%
William Blair & Company
63
William Blair & Company
Illinois
$2.85M 75,150 -1,583 -2%
VIA
64
Vantage Investment Advisors
Pennsylvania
$2.75M 72,586 +41,290 +132%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$2.65M 69,794 +42,861 +159%
DAS
66
Dynamic Advisor Solutions
Arizona
$2.59M 68,201 -10,987 -14%
GA
67
Geller Advisors
New York
$2.3M 60,618 +366 +0.6%
BCI
68
Brinker Capital Investments
Pennsylvania
$2.25M 59,300 -140,229 -70%
RJT
69
Raymond James Trust
Florida
$2.25M 59,267 +3,570 +6%
BRWA
70
B. Riley Wealth Advisors
Florida
$2.24M 59,110 -27,961 -32%
3AM
71
3D Asset Management
Connecticut
$2.13M 56,247 -11,323 -17%
GHF
72
Good Harbor Financial
Illinois
$2.01M 53,020 -5,010 -9%
QA
73
Quantitative Advantage
Minnesota
$1.89M 49,942 -84,554 -63%
LPT
74
Legacy Private Trust
Wisconsin
$1.84M 48,615 +34,870 +254%
BCM
75
Beck Capital Management
Texas
$1.79M 47,070 +300 +0.6%
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