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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
26
Increased
68
Reduced
44
Closed
9
Calls
$2.04M
Puts
$7.95M
Net Calls
-$5.9M
Net Calls Change
-$13.7M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$94.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
U
4
UBS
Switzerland
$75.5M
5
Bank of America
5
Bank of America
North Carolina
$115M

Top Sellers

1
GA
1
Geller Advisors
New York
$4.41M
2
WIM
2
Windhaven Investment Management
Massachusetts
$566M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.9M
4
FAAM
4
First Allied Asset Management
California
$8.08M
5
JG
5
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPG
101
American Economic Planning Group
New Jersey
$508K +$508K +14,285 New
BBPWM
102
Blue Bell Private Wealth Management
Pennsylvania
$505K +$498K +14,000 +7,650%
CCM
103
Catawba Capital Management
Virginia
$496K +$97.4K +2,735 +24%
GGI
104
Godsey & Gibb Inc
Virginia
$495K -$25.6K -719 -5%
SB
105
Suntrust Banks
Georgia
$473K +$473K +13,327 New
V
106
Veritable
Delaware
$448K +$191K +5,362 +74%
MAA
107
Managed Account Advisors
New Jersey
$423K +$418K +11,758 +8,582%
SI
108
SII Investments
Wisconsin
$408K +$178 +5 +0%
Creative Planning
109
Creative Planning
Kansas
$404K -$1.39K -39 -0.3%
BSB
110
Bangor Savings Bank
Maine
$402K – – –
OIA
111
Optimum Investment Advisors
Illinois
$401K +$382K +10,720 +1,963%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$393K +$393K +11,040 New
BA
113
Birinyi Associates
Connecticut
$391K +$142K +4,000 +57%
ICAS
114
Investors Capital Advisory Services
Massachusetts
$368K +$3.55K +100 +1%
HF
115
Hoxton Financial
West Virginia
$359K +$25.7K +721 +8%
RG
116
Rathbones Group
United Kingdom
$356K – – –
DWA
117
Dorsey Wright & Associates
California
$351K +$14.7K +420 +4%
LYV
118
Live Your Vision
Pennsylvania
$338K +$338K +9,510 New
WA
119
WFG Advisors
Texas
$329K -$13.7K -386 -4%
GT
120
Glenmede Trust
Pennsylvania
$323K – – –
AT
121
Arden Trust
Delaware
$315K – – –
Jane Street
122
Jane Street
New York
$312K -$82.7K -2,325 -21%
ECAM
123
East Coast Asset Management
Massachusetts
$311K -$10.7K -300 -3%
Axa
124
Axa
France
$302K +$11.8K +330 +4%
Barclays
125
Barclays
United Kingdom
$295K – – –
3 4
5
6 7