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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

153 hedge funds and large institutions have $1.53B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
32
Increased
45
Reduced
57
Closed
20
Calls
$10.6M
Puts
$1.23M
Net Calls
+$9.38M
Net Calls Change
+$13.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$76.6M
2
Invesco
2
Invesco
Georgia
$58.5M
3
Citigroup
3
Citigroup
New York
$9.88M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.1M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$534M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$60.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Avalon Capital Management
California
$1.01M +$1.01M +30,484 New
VIA
77
Vantage Investment Advisors
Pennsylvania
$975K +$975K +29,400 New
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$952K -$16.6K -500 -2%
OC
79
Oppenheimer & Co
New York
$909K +$377K +11,380 +71%
MFO
80
Marcuard Family Office
Switzerland
$895K – – –
NES
81
New England Securities
New York
$791K -$75.4K -2,276 -9%
Deutsche Bank
82
Deutsche Bank
Germany
$714K -$803K -24,240 -53%
PA
83
Pinnacle Associates
New York
$711K -$112K -3,369 -14%
AA
84
Ancora Advisors
Ohio
$704K +$133 +4 +0%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$687K -$369K -11,127 -35%
PMAM
86
Picton Mahoney Asset Management
Ontario, Canada
$679K – – –
HFS
87
HL Financial Services
Kentucky
$665K +$71.7K +2,162 +12%
CWM
88
Concert Wealth Management
California
$651K +$69.4K +2,104 +12%
VFS
89
VSR Financial Services
Kansas
$608K -$104K -3,130 -15%
SAM
90
Securian Asset Management
Minnesota
$597K +$133K +4,000 +29%
GGI
91
Godsey & Gibb Inc
Virginia
$504K -$2.32K -70 -0.5%
NA
92
Nottingham Advisors
New York
$464K – – –
FAT
93
First American Trust
California
$464K +$464K +14,000 New
FAAM
94
First Allied Asset Management
California
$442K +$442K +13,315 New
CA
95
Cetera Advisors
Colorado
$436K +$934 +28 +0.2%
BRWA
96
B. Riley Wealth Advisors
Florida
$409K -$268K -8,081 -40%
Creative Planning
97
Creative Planning
Kansas
$381K +$32.3K +973 +9%
NFG
98
Nadler Financial Group
Illinois
$380K -$7.04M -212,098 -95%
BSB
99
Bangor Savings Bank
Maine
$375K +$148K +4,470 +65%
CCM
100
Catawba Capital Management
Virginia
$360K +$115K +3,465 +47%
2 3
4
5 6