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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
289
Holders Change
+7
Holders Change %
+2.48%
% of All Funds
7.21%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
40
Increased
82
Reduced
124
Closed
31
Calls
–
Puts
$3.93M
Net Calls
-$3.93M
Net Calls Change
-$3.53M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$445M
2
Bank of America
2
Bank of America
North Carolina
$657M
3
RIM
3
Rampart Investment Management
Connecticut
$12M
4
HCM
4
Hollencrest Capital Management
California
$11.8M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$6.17M

Top Sellers

1
Citigroup
1
Citigroup
New York
$77.5M
2
WIM
2
Windhaven Investment Management
Massachusetts
$242M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
51
Ahrens Investment Partners
Louisiana
$5.93M 136,475 -2,209 -2%
JGIA
52
Jackson Grant Investment Advisers
Connecticut
$5.55M 127,660 +7,955 +7%
JWA
53
JFS Wealth Advisors
Pennsylvania
$5.53M 133,091 – –
FAAS
54
First Allied Advisory Services
California
$5.45M 124,910 -114,174 -48%
MI
55
Moneywise Inc
Virginia
$5.27M 121,271 +4,218 +4%
FNBT
56
FineMark National Bank & Trust
Florida
$5.26M 120,971 +4,197 +4%
KA
57
Klingman & Associates
New York
$4.94M 113,657 – –
William Blair & Company
58
William Blair & Company
Illinois
$4.87M 111,895 -4,466 -4%
CFA
59
Carroll Financial Associates
North Carolina
$4.65M 106,964 +31,444 +42%
NG
60
NatWest Group
United Kingdom
$4.62M 106,314 +106,314 New
DADC
61
D.A. Davidson & Co
Montana
$4.59M 105,606 -9,059 -8%
EFS
62
Essex Financial Services
Connecticut
$4.53M 104,248 -6,562 -6%
WIC
63
Woodmont Investment Counsel
Tennessee
$4.44M 106,880 – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.19M 96,307 +5,595 +6%
KFS
65
Kissinger Financial Services
Maryland
$3.67M 84,342 +671 +0.8%
RI
66
Ridgewood Investments
New Jersey
$3.65M 83,931 -978 -1%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$3.63M 83,584 -39,219 -32%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$3.41M 78,473 +8,165 +12%
SA
69
Strategic Advisors
New York
$3.39M 77,888 -2,430 -3%
PCFFS
70
Pacific Center for Financial Services
California
$3.38M 77,758 -7,719 -9%
NPC
71
National Planning Corporation
California
$3.34M 76,908 +11,712 +18%
SPIA
72
Steward Partners Investment Advisory
New York
$3.21M 73,940 +73,172 +9,528%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$3.05M 70,231 -1,072 -2%
G
74
GenTrust
Florida
$3.05M 70,082 -71,731 -51%
SCM
75
Sterling Capital Management
North Carolina
$3.04M 69,867 +5,890 +9%
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