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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

153 hedge funds and large institutions have $1.53B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
32
Increased
45
Reduced
57
Closed
20
Calls
$10.6M
Puts
$1.23M
Net Calls
+$9.38M
Net Calls Change
+$13.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$76.6M
2
Invesco
2
Invesco
Georgia
$58.5M
3
Citigroup
3
Citigroup
New York
$9.88M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.1M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$534M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$60.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
101
SII Investments
Wisconsin
$358K -$4.28K -130 -1%
ICAS
102
Investors Capital Advisory Services
Massachusetts
$350K -$199 -6 -0.1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$340K +$88.1K +2,660 +35%
RG
104
Rathbones Group
United Kingdom
$332K – – –
CFA
105
Carroll Financial Associates
North Carolina
$318K +$66.5K +2,005 +26%
GT
106
Glenmede Trust
Pennsylvania
$311K – – –
CWM
107
Cabot Wealth Management
Massachusetts
$309K -$75.7K -2,282 -20%
DWA
108
Dorsey Wright & Associates
California
$309K +$309K +9,645 New
Barclays
109
Barclays
United Kingdom
$298K +$149K +4,500 +100%
AT
110
Arden Trust
Delaware
$293K -$21.9K -660 -7%
Axa
111
Axa
France
$265K +$265K +8,000 New
CAM
112
Capstone Asset Management
Texas
$260K +$260K +7,831 New
ECAM
113
East Coast Asset Management
Massachusetts
$257K – – –
HF
114
Hoxton Financial
West Virginia
$253K +$253K +7,625 New
V
115
Veritable
Delaware
$239K -$53.8K -1,624 -18%
RFC
116
Regions Financial Corp
Alabama
$234K +$18.1K +546 +8%
WT
117
Whittier Trust
California
$234K +$234K +7,066 New
SHA
118
Smith Hayes Advisers
Nebraska
$226K -$127K -3,850 -36%
OAM
119
Orinda Asset Management
California
$134K – – –
NC
120
NewSquare Capital
Pennsylvania
$122K +$122K +3,665 New
MWP
121
MYCIO Wealth Partners
Pennsylvania
$118K – – –
PCM
122
Prelude Capital Management
New York
$99K – – –
US Bancorp
123
US Bancorp
Minnesota
$95K – – –
PAS
124
Partnervest Advisory Services
California
$89K +$53K +1,603 +147%
WEC
125
Winslow Evans & Crocker
Massachusetts
$84K +$84K +2,520 New
3 4
5
6 7