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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
289
Holders Change
+7
Holders Change %
+2.48%
% of All Funds
7.21%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
40
Increased
82
Reduced
124
Closed
31
Calls
–
Puts
$3.93M
Net Calls
-$3.93M
Net Calls Change
-$3.53M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$445M
2
Bank of America
2
Bank of America
North Carolina
$657M
3
RIM
3
Rampart Investment Management
Connecticut
$12M
4
HCM
4
Hollencrest Capital Management
California
$11.8M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$6.17M

Top Sellers

1
Citigroup
1
Citigroup
New York
$77.5M
2
WIM
2
Windhaven Investment Management
Massachusetts
$242M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
76
WFG Advisors
Texas
$3.03M 69,761 -9,590 -12%
Axa
77
Axa
France
$2.92M 67,100 +60,620 +935%
WP
78
WMS Partners
Maryland
$2.8M 64,400 – –
VIA
79
Vantage Investment Advisors
Pennsylvania
$2.71M 62,226 +1,958 +3%
LPT
80
Legacy Private Trust
Wisconsin
$2.68M 61,745 -12,964 -17%
SPC
81
Sigma Planning Corp
Michigan
$2.66M 61,116 -2,575 -4%
BFPW
82
BOK Financial Private Wealth
Colorado
$2.61M 60,048 -3,330 -5%
FCFS
83
First Command Financial Services
Texas
$2.6M 59,875 +4,762 +9%
FCB
84
First Command Bank
Texas
$2.6M 59,875 +4,762 +9%
SC
85
Scotia Capital
Ontario, Canada
$2.35M 54,091 +2,781 +5%
HFS
86
HL Financial Services
Kentucky
$2.35M 54,102 +526 +1%
Citadel Advisors
87
Citadel Advisors
Florida
$2.34M 53,875 -73,631 -58%
FA
88
FCG Advisors
New Jersey
$2.31M 53,061 +2,621 +5%
IA
89
IFP Advisors
Florida
$2.24M 51,588 -15,348 -23%
SI
90
SII Investments
Wisconsin
$2.21M 50,886 +4,797 +10%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.2M 50,631 -46,700 -48%
SWP
92
Stratos Wealth Partners
Ohio
$2.18M 50,078 +8,512 +20%
SB
93
Suntrust Banks
Georgia
$2.17M 49,842 +9,668 +24%
BCP
94
Berkeley Capital Partners
Georgia
$2.15M 49,534 -155,907 -76%
RJT
95
Raymond James Trust
Florida
$2.11M 48,484 +1,270 +3%
LFG
96
LifePlan Financial Group
Ohio
$2.02M 46,420 +12,636 +37%
Lido Advisors
97
Lido Advisors
California
$2.01M 45,761 – –
FHA
98
Flagship Harbor Advisors
Massachusetts
$2.01M 46,247 +3,788 +9%
UCFA
99
United Capital Financial Advisors
Texas
$2M 45,894 +26,933 +142%
LFAS
100
Level Four Advisory Services
Texas
$1.98M 45,551 -2,590 -5%
2 3
4
5 6