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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
6.01%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.5%
New
26
Increased
69
Reduced
81
Closed
22
Calls
$331K
Puts
$5.62M
Net Calls
-$5.29M
Net Calls Change
-$1.37M

Top Buyers

1
RIM
1
Rampart Investment Management
Connecticut
$55M
2
GI
2
Gradient Investments
Minnesota
$52.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$39.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TFA
5
Transamerica Financial Advisors
Florida
$38.7M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$370M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$70.1M
3
CS
3
Credit Suisse
Switzerland
$6.87M
4
Wells Fargo
4
Wells Fargo
California
$128M
5
UBS Group
5
UBS Group
Switzerland
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
51
Klingman & Associates
New York
$4.89M – – –
CIBC World Market
52
CIBC World Market
Ontario, Canada
$4.51M +$103K +2,869 +2%
Jane Street
53
Jane Street
New York
$4.44M +$2.1M +58,270 +90%
JWA
54
JFS Wealth Advisors
Pennsylvania
$4.37M +$118K +3,281 +3%
VWM
55
Vector Wealth Management
Minnesota
$4.28M +$4.03M +104,008 +1,581%
QA
56
Quantitative Advantage
Minnesota
$3.68M +$3.68M +102,310 New
IAA
57
Ironsides Asset Advisors
North Carolina
$3.29M -$1.35M -37,618 -29%
SHA
58
Smith Hayes Advisers
Nebraska
$3.08M +$175K +4,872 +6%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$2.95M -$3.69M -102,660 -56%
SC
60
Scotia Capital
Ontario, Canada
$2.84M -$215K -5,984 -7%
EFS
61
Essex Financial Services
Connecticut
$2.78M +$49.7K +1,381 +2%
SPC
62
Sigma Planning Corp
Michigan
$2.5M -$377K -10,482 -13%
William Blair & Company
63
William Blair & Company
Illinois
$2.39M -$268K -7,462 -10%
CA
64
Cetera Advisors
Colorado
$2.37M -$209K -5,810 -8%
LPT
65
Legacy Private Trust
Wisconsin
$2.34M +$324K +9,000 +16%
WP
66
WMS Partners
Maryland
$2.32M +$194K +5,400 +9%
GA
67
Geller Advisors
New York
$2.2M +$12.8K +355 +0.6%
PSI
68
Pinnacle Summer Investments
Virginia
$2.07M +$332K +9,202 +19%
BTS
69
BB&T Securities
Virginia
$1.99M -$153K -4,250 -7%
RJT
70
Raymond James Trust
Florida
$1.94M -$134K -3,725 -6%
SCM
71
Sterling Capital Management
North Carolina
$1.94M -$282K -7,850 -13%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$1.92M +$23.9K +652 +1%
HNB
73
Huntington National Bank
Ohio
$1.91M -$1.46M – –
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.85M +$1.18M +32,711 +176%
DADC
75
D.A. Davidson & Co
Montana
$1.66M +$131K +3,640 +9%
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