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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.38%
New
25
Increased
76
Reduced
44
Closed
15
Calls
$4K
Puts
$6.75M
Net Calls
-$6.74M
Net Calls Change
-$838K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$214M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$168M
3
FA
3
FDx Advisors
Illinois
$60.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$31M
5
KWILP
5
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.9M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$531M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$78.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.84M
4
Wells Fargo
4
Wells Fargo
California
$132M
5
U
5
UBS
Switzerland
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$1.27M -$2.6M -74,345 -67%
BCM
77
Beck Capital Management
Texas
$1.27M +$140K +4,013 +12%
ALA
78
Atherton Lane Advisers
California
$1.19M +$192K +5,486 +19%
KT
79
Kanaly Trust
Texas
$1.18M +$1.18M +33,615 New
FT
80
Fiduciary Trust
Massachusetts
$1.15M – – –
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$1.12M +$82.2K +2,350 +8%
SHA
82
Smith Hayes Advisers
Nebraska
$1.09M +$418K +11,938 +62%
NES
83
New England Securities
New York
$1.07M +$95K +2,718 +10%
OL
84
Orbitronix LP
California
$1.05M -$699K -20,000 -40%
ACM
85
Avalon Capital Management
California
$1.05M +$734 +21 +0.1%
VIA
86
Vantage Investment Advisors
Pennsylvania
$1.01M -$32.5K -929 -3%
Deutsche Bank
87
Deutsche Bank
Germany
$1M +$162K +4,635 +19%
OC
88
Oppenheimer & Co
New York
$993K -$152K -4,340 -13%
PSI
89
Pinnacle Summer Investments
Virginia
$952K +$136K +3,900 +17%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$933K +$37.6K +1,076 +4%
BRWA
91
B. Riley Wealth Advisors
Florida
$900K -$1.51M -43,035 -63%
SCM
92
Sterling Capital Management
North Carolina
$887K +$887K +25,355 New
VFS
93
VSR Financial Services
Kansas
$886K +$14.6K +416 +2%
HFS
94
HL Financial Services
Kentucky
$861K +$246K +7,046 +40%
IH
95
IFC Holdings
Florida
$857K +$69.4K +1,984 +9%
AA
96
Ancora Advisors
Ohio
$750K +$105 +3 +0%
PA
97
Pinnacle Associates
New York
$706K +$42.3K +1,210 +6%
Creative Planning
98
Creative Planning
Kansas
$657K +$260K +7,449 +66%
AI
99
Atria Investments
North Carolina
$652K -$1.3K -37 -0.2%
CFA
100
Carroll Financial Associates
North Carolina
$643K +$17.5K +470 +3%
2 3
4
5 6