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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
26
Increased
68
Reduced
44
Closed
9
Calls
$2.04M
Puts
$7.95M
Net Calls
-$5.9M
Net Calls Change
-$13.7M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$94.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
U
4
UBS
Switzerland
$75.5M
5
Bank of America
5
Bank of America
North Carolina
$115M

Top Sellers

1
GA
1
Geller Advisors
New York
$4.41M
2
WIM
2
Windhaven Investment Management
Massachusetts
$566M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.9M
4
FAAM
4
First Allied Asset Management
California
$8.08M
5
JG
5
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Beck Capital Management
Texas
$1.15M -$13.9K -391 -1%
CWM
77
Concert Wealth Management
California
$1.08M +$384K +11,225 +55%
ACM
78
Avalon Capital Management
California
$1.07M -$1.57M -44,062 -60%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$1.06M +$29.1K +817 +3%
VIA
80
Vantage Investment Advisors
Pennsylvania
$1.06M +$25.3K +710 +2%
ALA
81
Atherton Lane Advisers
California
$1.02M +$1.02M +28,590 New
NES
82
New England Securities
New York
$991K +$163K +4,566 +20%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$911K +$1.21K +34 +0.1%
VFS
84
VSR Financial Services
Kansas
$887K +$238K +6,679 +37%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$875K -$11.9K -333 -1%
Deutsche Bank
86
Deutsche Bank
Germany
$855K +$201K +5,665 +31%
PSI
87
Pinnacle Summer Investments
Virginia
$819K +$398K +11,342 +95%
IH
88
IFC Holdings
Florida
$800K -$428K -12,034 -35%
AA
89
Ancora Advisors
Ohio
$763K +$7.26K +204 +1%
SHA
90
Smith Hayes Advisers
Nebraska
$686K +$462K +12,980 +206%
PA
91
Pinnacle Associates
New York
$676K +$36 +1 +0%
AI
92
Atria Investments
North Carolina
$665K -$147K -4,116 -18%
FAG
93
Financial Advisory Group
Texas
$648K +$4.46K +1,253 +0.7%
HFS
94
HL Financial Services
Kentucky
$626K +$46.8K +1,314 +8%
AAS
95
Annex Advisory Services
Wisconsin
$616K -$38.3K -1,077 -6%
TRCT
96
Tower Research Capital (TRC)
New York
$604K +$604K +16,962 New
CFA
97
Carroll Financial Associates
North Carolina
$599K +$162K +4,541 +37%
LNC
98
Lincoln National Corp
Pennsylvania
$592K +$592K +16,633 New
ACM
99
Argentus Capital Management
Texas
$550K -$98.1K -2,756 -15%
MC
100
Moors & Cabot
Massachusetts
$548K +$548K +15,369 New
2 3
4
5 6