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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+37
Holders Change %
+21.02%
% of All Funds
5.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
56
Increased
91
Reduced
41
Closed
16
Calls
$1.07M
Puts
$12.8M
Net Calls
-$11.7M
Net Calls Change
-$4.95M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$116M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M
4
FIG
4
FundX Investment Group
California
$30.6M
5
Bank of America
5
Bank of America
North Carolina
$149M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.9M
3
WIM
3
Windhaven Investment Management
Massachusetts
$478M
4
FA
4
FDx Advisors
Illinois
$1.63M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
76
Raymond James Trust
Florida
$2.12M -$83.7K -2,205 -4%
OC
77
Oppenheimer & Co
New York
$1.92M +$846K +22,298 +79%
BCM
78
Beck Capital Management
Texas
$1.78M +$394K +10,383 +29%
UFA
79
US Financial Advisors
Massachusetts
$1.68M +$1.68M +44,313 New
AWA
80
Arete Wealth Advisors
Illinois
$1.67M +$1.67M +44,077 New
FA
81
FDx Advisors
Illinois
$1.63M -$64.2M -1,692,796 -98%
NPC
82
National Planning Corporation
California
$1.59M +$192K +5,068 +14%
GC
83
Gibson Capital
Pennsylvania
$1.39M +$1.08M +28,393 +342%
SCM
84
Sterling Capital Management
North Carolina
$1.38M +$420K +11,055 +44%
DADC
85
D.A. Davidson & Co
Montana
$1.38M -$3.67M -96,722 -73%
SWP
86
Stratos Wealth Partners
Ohio
$1.34M +$1.34M +35,170 New
NES
87
New England Securities
New York
$1.32M +$160K +4,216 +14%
TFA
88
Transamerica Financial Advisors
Florida
$1.31M +$1.31M +34,593 New
PSI
89
Pinnacle Summer Investments
Virginia
$1.3M +$278K +7,372 +27%
LMIM
90
Lockheed Martin Investment Management
Maryland
$1.26M +$1.26M +33,050 New
ALA
91
Atherton Lane Advisers
California
$1.25M -$40.3K -1,063 -3%
FT
92
Fiduciary Trust
Massachusetts
$1.25M – – –
Deutsche Bank
93
Deutsche Bank
Germany
$1.24M +$151K +3,987 +14%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$1.22M +$4.75K +125 +0.4%
PA
95
Pinnacle Associates
New York
$1.22M +$454K +11,951 +59%
VIA
96
Vantage Investment Advisors
Pennsylvania
$1.19M +$97K +2,555 +9%
OL
97
Orbitronix LP
California
$1.14M – – –
GI
98
Gradient Investments
Minnesota
$1.08M +$1.08M +28,460 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$1.02M -$1.04M -27,249 -50%
WA
100
WealthTrust-Arizona
Arizona
$1.02M -$386K -10,158 -27%
2 3
4
5 6