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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
55
Closed
19
Calls
$14.1M
Puts
$6.34M
Net Calls
+$7.78M
Net Calls Change
-$1.6M

Top Buyers

1
FAAM
1
First Allied Asset Management
California
$12.2M
2
SAM
2
Securian Asset Management
Minnesota
$9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.79M
4
LPL Financial
4
LPL Financial
California
$46.4M
5
QA
5
Quantitative Advantage
Minnesota
$5.38M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$19.9M
2
Bank of America
2
Bank of America
North Carolina
$97.8M
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NES
76
New England Securities
New York
$792K 23,266 -598 -3%
AI
77
Atria Investments
North Carolina
$775K 22,788 -11,593 -34%
AA
78
Ancora Advisors
Ohio
$723K 21,237 +4 +0%
PMAM
79
Picton Mahoney Asset Management
Ontario, Canada
$698K 20,500 – –
CWM
80
Concert Wealth Management
California
$677K 20,262 +534 +3%
CS
81
Credit Suisse
Switzerland
$674K 19,810 -193,092 -91%
PA
82
Pinnacle Associates
New York
$646K 18,991 -2,449 -11%
AAS
83
Annex Advisory Services
Wisconsin
$626K 18,383 -16,080 -47%
Deutsche Bank
84
Deutsche Bank
Germany
$625K 18,384 -3,160 -15%
VFS
85
VSR Financial Services
Kansas
$620K 18,233 -96 -0.5%
ACM
86
Argentus Capital Management
Texas
$620K 18,207 +18,207 New
HFS
87
HL Financial Services
Kentucky
$553K 16,264 -3,786 -19%
CA
88
Cetera Advisors
Colorado
$521K 15,331 +2,267 +17%
GGI
89
Godsey & Gibb Inc
Virginia
$498K 14,630 -555 -4%
VAM
90
Visionary Asset Management
Texas
$452K 13,289 +13,289 New
NDSI
91
Newman Dignan & Sheerar Inc
Rhode Island
$447K 13,127 +2 +0%
CFA
92
Carroll Financial Associates
North Carolina
$418K 12,295 +2,700 +28%
PSI
93
Pinnacle Summer Investments
Virginia
$414K 11,972 +11,517 +2,531%
Creative Planning
94
Creative Planning
Kansas
$387K 11,384 -95 -0.8%
SI
95
SII Investments
Wisconsin
$386K 11,451 +565 +5%
BSB
96
Bangor Savings Bank
Maine
$385K 11,300 – –
CCM
97
Catawba Capital Management
Virginia
$381K 11,195 +325 +3%
Jane Street
98
Jane Street
New York
$378K 11,100 +11,100 New
SAMT
99
Select Asset Management & Trust
Pennsylvania
$367K 10,770 +10,770 New
BRWA
100
B. Riley Wealth Advisors
Florida
$358K 10,520 -1,817 -15%
2 3
4
5 6