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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

263 hedge funds and large institutions have $3.11B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+17
Holders Change %
+6.91%
% of All Funds
7.02%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.69%
New
42
Increased
111
Reduced
72
Closed
23
Calls
$1.22M
Puts
$1.75M
Net Calls
-$524K
Net Calls Change
+$2.77M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$202M
2
Bank of America
2
Bank of America
North Carolina
$261M
3
Morgan Stanley
3
Morgan Stanley
New York
$293M
4
Invesco
4
Invesco
Georgia
$150M
5
CS
5
Credit Suisse
Switzerland
$55.9M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44.8M
3
WIM
3
Windhaven Investment Management
Massachusetts
$323M
4
FA
4
FDx Advisors
Illinois
$1.8M
5
TFA
5
Transamerica Financial Advisors
Florida
$8.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4.24M +$235K +5,833 +6%
EFS
77
Essex Financial Services
Connecticut
$4.14M +$820K +20,337 +25%
QA
78
Quantitative Advantage
Minnesota
$3.91M -$114K -2,833 -3%
CA
79
Cetera Advisors
Colorado
$3.8M +$583K +14,489 +18%
ACM
80
Avalon Capital Management
California
$3.75M +$3.75M +93,007 New
FSA
81
Financial Sense Advisors
California
$3.72M -$157K -3,898 -4%
Mariner
82
Mariner
Kansas
$3.49M +$3.49M +86,607 New
OC
83
Oppenheimer & Co
New York
$3.39M -$653K -16,195 -16%
SPC
84
Sigma Planning Corp
Michigan
$3.03M +$664K +16,458 +28%
LPT
85
Legacy Private Trust
Wisconsin
$2.99M +$639K +15,841 +27%
TC
86
Telemus Capital
Michigan
$2.95M -$1.52M -37,720 -34%
SMH
87
Sanders Morris Harris
Texas
$2.7M +$2.7M +66,983 New
SEI Investments
88
SEI Investments
Pennsylvania
$2.63M -$831K -20,618 -24%
William Blair & Company
89
William Blair & Company
Illinois
$2.62M +$126K +3,120 +5%
WP
90
WMS Partners
Maryland
$2.6M – – –
ICAS
91
Investors Capital Advisory Services
Massachusetts
$2.51M +$424K +10,523 +20%
FIM
92
Freedom Investment Management
Connecticut
$2.43M +$168K +4,163 +7%
SC
93
Scotia Capital
Ontario, Canada
$2.41M -$773K -19,169 -24%
BTS
94
BB&T Securities
Virginia
$2.4M -$3.32M -82,431 -58%
HFS
95
HL Financial Services
Kentucky
$2.16M +$1.48M +36,766 +218%
BHB
96
Bank Hapoalim BM
Israel
$2.12M +$730K +18,095 +52%
FAM
97
Foothills Asset Management
Arizona
$2.05M +$1.39M +34,349 +209%
DADC
98
D.A. Davidson & Co
Montana
$2.05M -$47.2K -1,171 -2%
RJT
99
Raymond James Trust
Florida
$2.03M -$386K -9,558 -16%
DAS
100
Dynamic Advisor Solutions
Arizona
$1.98M -$178K -4,406 -8%
2 3
4
5 6