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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
55
Closed
19
Calls
$14.1M
Puts
$6.34M
Net Calls
+$7.78M
Net Calls Change
-$1.6M

Top Buyers

1
FAAM
1
First Allied Asset Management
California
$12.2M
2
SAM
2
Securian Asset Management
Minnesota
$9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.79M
4
LPL Financial
4
LPL Financial
California
$46.4M
5
QA
5
Quantitative Advantage
Minnesota
$5.38M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$19.9M
2
Bank of America
2
Bank of America
North Carolina
$97.8M
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICAS
101
Investors Capital Advisory Services
Massachusetts
$349K 10,258 -300 -3%
NA
102
Nottingham Advisors
New York
$340K 10,000 -4,000 -29%
RG
103
Rathbones Group
United Kingdom
$340K 10,000 – –
WA
104
WFG Advisors
Texas
$328K 9,626 -23,037 -71%
DWA
105
Dorsey Wright & Associates
California
$327K 9,575 -70 -0.7%
HF
106
Hoxton Financial
West Virginia
$319K 9,370 +1,745 +23%
GT
107
Glenmede Trust
Pennsylvania
$309K 9,099 -300 -3%
ECAM
108
East Coast Asset Management
Massachusetts
$307K 9,029 +1,289 +17%
AT
109
Arden Trust
Delaware
$301K 8,845 – –
Barclays
110
Barclays
United Kingdom
$285K 8,400 -600 -7%
Axa
111
Axa
France
$277K 8,150 +150 +2%
V
112
Veritable
Delaware
$246K 7,216 – –
CWM
113
Cabot Wealth Management
Massachusetts
$239K 7,021 -2,292 -25%
MFO
114
Marcuard Family Office
Switzerland
$238K 7,000 -20,000 -74%
BA
115
Birinyi Associates
Connecticut
$238K 7,000 +7,000 New
WT
116
Whittier Trust
California
$233K 6,840 -226 -3%
RFC
117
Regions Financial Corp
Alabama
$226K 6,655 -389 -6%
MWP
118
MYCIO Wealth Partners
Pennsylvania
$225K 6,600 +3,037 +85%
PWAP
119
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$219K 6,432 +6,432 New
SHA
120
Smith Hayes Advisers
Nebraska
$214K 6,295 -530 -8%
CIA
121
Choate Investment Advisors
Massachusetts
$196K 5,771 +5,771 New
OAM
122
Orinda Asset Management
California
$137K 4,039 – –
PAS
123
Partnervest Advisory Services
California
$115K 3,359 +668 +25%
BBHC
124
Brown Brothers Harriman & Co
New York
$97K 2,859 +2,859 New
WEC
125
Winslow Evans & Crocker
Massachusetts
$85.8K 2,520 – –
3 4
5
6 7