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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$573M
2
Bank of America
2
Bank of America
North Carolina
$754M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$69.7M
4
GA
4
Gateway Advisory
New Jersey
$71.6M
5
LPT
5
Legacy Private Trust
Wisconsin
$31.2M

Top Sellers

1
Citigroup
1
Citigroup
New York
$8.39M
2
WIM
2
Windhaven Investment Management
Massachusetts
$228M
3
Goldman Sachs
3
Goldman Sachs
New York
$15.2M
4
HNB
4
Huntington National Bank
Ohio
$11M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Peak Capital Management
Colorado
$6.59M +$6.59M +147,415 New
CAAS
52
Capital Asset Advisory Services
Michigan
$6.49M +$167K +3,746 +3%
Nomura Holdings
53
Nomura Holdings
Japan
$6.48M -$954K -21,300 -13%
Citadel Advisors
54
Citadel Advisors
Florida
$6.36M +$3.95M +88,344 +164%
AIP
55
Ahrens Investment Partners
Louisiana
$6.35M +$244K +5,466 +4%
SEI Investments
56
SEI Investments
Pennsylvania
$6.14M -$368K -8,225 -6%
FAAS
57
First Allied Advisory Services
California
$6.05M +$465K +10,395 +8%
UB
58
UMB Bank
Missouri
$5.92M -$499K -11,147 -8%
JWA
59
JFS Wealth Advisors
Pennsylvania
$5.88M -$71.7K -1,603 -1%
IA
60
IndexIQ Advisors
New York
$5.84M +$5.62M +125,587 +2,479%
MI
61
Moneywise Inc
Virginia
$5.47M +$48K +1,073 +0.9%
FNBT
62
FineMark National Bank & Trust
Florida
$5.42M +$5.77K +129 +0.1%
JGIA
63
Jackson Grant Investment Advisers
Connecticut
$5.41M -$296K -6,615 -5%
CFA
64
Carroll Financial Associates
North Carolina
$5.41M +$627K +14,018 +13%
KA
65
Klingman & Associates
New York
$4.96M -$129K -2,880 -3%
William Blair & Company
66
William Blair & Company
Illinois
$4.89M -$118K -2,646 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$4.76M +$1.45M +32,395 +44%
EFS
68
Essex Financial Services
Connecticut
$4.47M -$191K -4,268 -4%
WIC
69
Woodmont Investment Counsel
Tennessee
$4.28M -$505K -11,300 -11%
CAN
70
Cetera Advisor Networks
California
$4.04M -$5.14M -115,201 -56%
KFS
71
Kissinger Financial Services
Maryland
$4M +$231K +5,161 +6%
DADC
72
D.A. Davidson & Co
Montana
$3.9M -$821K -18,363 -17%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$3.79M +$643K +14,378 +20%
RI
74
Ridgewood Investments
New Jersey
$3.74M -$9.8K -219 -0.3%
PCFFS
75
Pacific Center for Financial Services
California
$3.64M +$163K +3,646 +5%
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3
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