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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

216 hedge funds and large institutions have $2.08B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
5.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
90
Reduced
66
Closed
23
Calls
$577K
Puts
$5.6M
Net Calls
-$5.02M
Net Calls Change
+$6.67M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$24.2M
2
Bank of America
2
Bank of America
North Carolina
$169M
3
FIG
3
FundX Investment Group
California
$43.7M
4
Invesco
4
Invesco
Georgia
$79.3M
5
TFA
5
Transamerica Financial Advisors
Florida
$11.8M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$435M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$1.67M 44,057 +7,690 +21%
UFA
77
US Financial Advisors
Massachusetts
$1.66M 43,862 -451 -1%
SCM
78
Sterling Capital Management
North Carolina
$1.66M 43,705 +7,295 +20%
BHB
79
Bank Hapoalim BM
Israel
$1.6M 42,297 +42,297 New
FA
80
FDx Advisors
Illinois
$1.55M 40,900 -2,130 -5%
SWP
81
Stratos Wealth Partners
Ohio
$1.55M 40,839 +5,669 +16%
CAS
82
Cue Advisory Services
Arizona
$1.48M 38,980 +25,243 +184%
PSI
83
Pinnacle Summer Investments
Virginia
$1.45M 38,202 +3,616 +10%
VFS
84
VSR Financial Services
Kansas
$1.4M 36,890 +15,646 +74%
NSLI
85
Nan Shan Life Insurance
Taiwan
$1.33M 35,000 +35,000 New
FT
86
Fiduciary Trust
Massachusetts
$1.3M 34,150 +1,150 +3%
LMIM
87
Lockheed Martin Investment Management
Maryland
$1.25M 33,050 – –
NPC
88
National Planning Corporation
California
$1.23M 33,300 -8,633 -21%
PA
89
Pinnacle Associates
New York
$1.23M 32,439 +286 +0.9%
SC
90
SouthState Corp
Florida
$1.22M 32,101 -38,786 -55%
ALA
91
Atherton Lane Advisers
California
$1.22M 32,067 -946 -3%
OL
92
Orbitronix LP
California
$1.14M 30,000 – –
Jane Street
93
Jane Street
New York
$1.14M 29,957 +29,957 New
TRCT
94
Tower Research Capital (TRC)
New York
$1.11M 29,187 +29,187 New
OC
95
Oppenheimer & Co
New York
$1.08M 28,354 -22,339 -44%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$1.07M 28,214 -3,978 -12%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$989K 26,087 -2 -0%
SFA
98
Sequoia Financial Advisors
Ohio
$944K 24,883 +11,565 +87%
M&T Bank
99
M&T Bank
New York
$907K 23,907 -240 -1%
MCM
100
Millie Capital Management
California
$895K 23,595 +1,629 +7%
2 3
4
5 6