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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
6.01%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.5%
New
26
Increased
69
Reduced
81
Closed
22
Calls
$331K
Puts
$5.62M
Net Calls
-$5.29M
Net Calls Change
-$1.37M

Top Buyers

1
RIM
1
Rampart Investment Management
Connecticut
$55M
2
GI
2
Gradient Investments
Minnesota
$52.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$39.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TFA
5
Transamerica Financial Advisors
Florida
$38.7M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$370M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$70.1M
3
CS
3
Credit Suisse
Switzerland
$6.87M
4
Wells Fargo
4
Wells Fargo
California
$128M
5
UBS Group
5
UBS Group
Switzerland
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
76
US Financial Advisors
Massachusetts
$1.6M -$3.52K -98 -0.2%
BCM
77
Beck Capital Management
Texas
$1.56M -$139K -3,800 -8%
DAS
78
Dynamic Advisor Solutions
Arizona
$1.56M -$103K -2,855 -6%
UCFA
79
United Capital Financial Advisors
Texas
$1.46M -$1.65K -46 -0.1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$1.42M +39,350 New
GHF
81
Good Harbor Financial
Illinois
$1.38M -$310K -8,632 -18%
NPC
82
National Planning Corporation
California
$1.26M +$17K +441 +1%
FT
83
Fiduciary Trust
Massachusetts
$1.23M – – –
BHB
84
Bank Hapoalim BM
Israel
$1.22M -$173K -4,822 -12%
VIA
85
Vantage Investment Advisors
Pennsylvania
$1.1M -$77.4K -2,154 -7%
ALA
86
Atherton Lane Advisers
California
$1.08M +$575 +16 +0.1%
MCM
87
Millie Capital Management
California
$1.05M +$203K +5,650 +24%
GA
88
Gateway Advisory
New Jersey
$1M +$119K +3,305 +13%
PRCM
89
Pine River Capital Management
Minnesota
$999K -$111K -3,086 -10%
PA
90
Pinnacle Associates
New York
$986K -$351K -9,769 -26%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$955K +$27.7K +770 +3%
BW
92
Bison Wealth
Georgia
$947K +$947K +26,390 New
OC
93
Oppenheimer & Co
New York
$941K -$1.55K -43 -0.2%
IP
94
Investment Partners
Ohio
$938K -$10.4K -289 -1%
CFA
95
Carroll Financial Associates
North Carolina
$851K +$154K +4,087 +22%
EC
96
Estate Counselors
Wisconsin
$800K +$800K +22,300 New
WA
97
WFG Advisors
Texas
$767K +$80.7K +2,244 +12%
EHPM
98
Emery Howard Portfolio Management
California
$757K – – –
PMAM
99
Picton Mahoney Asset Management
Ontario, Canada
$751K – – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$745K +$432 +12 +0.1%
2 3
4
5 6