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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

274 hedge funds and large institutions have $3.15B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-13
Holders Change %
-4.53%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.53%
New
26
Increased
106
Reduced
98
Closed
33
Calls
$11.7M
Puts
$7.89M
Net Calls
+$3.82M
Net Calls Change
+$5.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$428M
2
Citigroup
2
Citigroup
New York
$48.2M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
NC
4
NewSquare Capital
Pennsylvania
$28.9M
5
PFS
5
Prospera Financial Services
Texas
$30.5M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$386K
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$348M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
76
High Falls Advisors
New York
$3.4M +$3.12M +75,278 +1,138%
BTS
77
BB&T Securities
Virginia
$3.31M -$409K -9,864 -11%
William Blair & Company
78
William Blair & Company
Illinois
$3.31M -$871 -21 -0%
KFS
79
Kissinger Financial Services
Maryland
$3.24M +$3.24M +78,130 New
WA
80
WFG Advisors
Texas
$3.2M +$25.3K +610 +0.8%
MYLI
81
Meiji Yasuda Life Insurance
Japan
$3.18M +$3.18M +76,600 New
Bank of New York Mellon
82
Bank of New York Mellon
New York
$3.17M -$37.5K -903 -1%
SWP
83
Stratos Wealth Partners
Ohio
$3.16M +$1.34M +32,255 +73%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$3.11M +$62.3K +1,502 +2%
SEI Investments
85
SEI Investments
Pennsylvania
$2.94M +$238K +5,747 +9%
SPC
86
Sigma Planning Corp
Michigan
$2.87M +$141K +3,405 +5%
CFA
87
Carroll Financial Associates
North Carolina
$2.78M +$894K +21,558 +47%
SG Americas Securities
88
SG Americas Securities
New York
$2.76M +$1.67M +40,171 +153%
IWA
89
IBEX Wealth Advisors
New Jersey
$2.7M +$2.7M +65,086 New
WP
90
WMS Partners
Maryland
$2.67M – – –
SCM
91
Sterling Capital Management
North Carolina
$2.65M -$730K -17,590 -22%
LPT
92
Legacy Private Trust
Wisconsin
$2.56M -$75.7K -1,825 -3%
SA
93
Strategic Advisors
New York
$2.49M +$253K +6,098 +11%
SC
94
Scotia Capital
Ontario, Canada
$2.42M -$30.5K -736 -1%
NPC
95
National Planning Corporation
California
$2.4M -$10.3M -254,112 -81%
HFS
96
HL Financial Services
Kentucky
$2.3M +$8.26K +199 +0.4%
FAM
97
Foothills Asset Management
Arizona
$2.24M +$6.85K +165 +0.3%
FA
98
FCG Advisors
New Jersey
$2.21M +$918K +22,133 +71%
BHB
99
Bank Hapoalim BM
Israel
$2.19M -$99K -2,385 -4%
RJT
100
Raymond James Trust
Florida
$2.08M -$5.19K -125 -0.2%
2 3
4
5 6