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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2.79B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 21 closing their positions.

Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
6.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.58%
New
54
Increased
100
Reduced
58
Closed
21
Calls
$851K
Puts
$4.15M
Net Calls
-$3.3M
Net Calls Change
+$1.99M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$125M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$187M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$129M
4
Morgan Stanley
4
Morgan Stanley
New York
$227M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$356M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.8M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$19.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$3.09M +$545K +14,107 +21%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$1.55M +40,185 +102%
GA
78
Gateway Advisory
New Jersey
$3.01M +$1.94M +50,173 +180%
SC
79
Scotia Capital
Ontario, Canada
$2.82M – – –
WP
80
WMS Partners
Maryland
$2.48M – – –
PSI
81
Pinnacle Summer Investments
Virginia
$2.43M +$215K +5,564 +10%
William Blair & Company
82
William Blair & Company
Illinois
$2.38M -$183K -4,757 -7%
GA
83
Geller Advisors
New York
$2.38M +$12.9K +335 +0.5%
RJT
84
Raymond James Trust
Florida
$2.31M +$225K +5,824 +11%
SPC
85
Sigma Planning Corp
Michigan
$2.26M -$414K -10,747 -15%
LPT
86
Legacy Private Trust
Wisconsin
$2.25M -$266K -6,900 -11%
FIM
87
Freedom Investment Management
Connecticut
$2.16M -$1.57M -40,799 -42%
SCM
88
Sterling Capital Management
North Carolina
$2.08M – – –
DAS
89
Dynamic Advisor Solutions
Arizona
$2.06M +$391K +10,140 +23%
HNB
90
Huntington National Bank
Ohio
$2.05M -$1.91M – –
DADC
91
D.A. Davidson & Co
Montana
$2M +$223K +5,796 +13%
ICAS
92
Investors Capital Advisory Services
Massachusetts
$1.99M +$1.36M +35,288 +215%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$1.97M -$8.49K -220 -0.4%
SHA
94
Smith Hayes Advisers
Nebraska
$1.76M -$1.54M -39,917 -47%
UFA
95
US Financial Advisors
Massachusetts
$1.72M +$5.17K +134 +0.3%
BCM
96
Beck Capital Management
Texas
$1.64M -$309 -8 -0%
CC
97
Cedar Capital
Illinois
$1.41M +$1.41M +36,503 New
WIP
98
Wellesley Investment Partners
Massachusetts
$1.4M +$1.4M +36,422 New
SS
99
Simplicity Solutions
Minnesota
$1.4M +$1.4M +36,382 New
AWA
100
Arete Wealth Advisors
Illinois
$1.36M +$682K +17,695 +101%
2 3
4
5 6