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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.38%
New
25
Increased
76
Reduced
44
Closed
15
Calls
$4K
Puts
$6.75M
Net Calls
-$6.74M
Net Calls Change
-$838K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$214M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$168M
3
FA
3
FDx Advisors
Illinois
$60.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$31M
5
KWILP
5
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.9M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$531M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$78.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.84M
4
Wells Fargo
4
Wells Fargo
California
$132M
5
U
5
UBS
Switzerland
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$585K +$3.18K +91 +0.5%
MC
102
Moors & Cabot
Massachusetts
$585K +$47.4K +1,355 +9%
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$568K +$71.8K +2,051 +14%
AAS
104
Annex Advisory Services
Wisconsin
$556K -$49.2K -1,408 -8%
CWM
105
Concert Wealth Management
California
$536K -$560K -16,085 -51%
AEPG
106
American Economic Planning Group
New Jersey
$500K – – –
GGI
107
Godsey & Gibb Inc
Virginia
$496K +$9.96K +285 +2%
CCM
108
Catawba Capital Management
Virginia
$487K – – –
V
109
Veritable
Delaware
$444K +$3.75K +107 +0.9%
VF
110
Virtu Financial
New York
$441K -$1.66M -47,525 -79%
OIA
111
Optimum Investment Advisors
Illinois
$440K +$23.1K +625 +6%
SB
112
Suntrust Banks
Georgia
$429K -$36K -1,033 -8%
LPT
113
Legacy Private Trust
Wisconsin
$427K -$844K -24,114 -66%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$418K +$32.2K +920 +8%
HF
115
Hoxton Financial
West Virginia
$417K +$64.4K +1,844 +18%
BSB
116
Bangor Savings Bank
Maine
$395K – – –
SI
117
SII Investments
Wisconsin
$394K -$7.93K -226 -2%
AF
118
Allworth Financial
California
$391K +$171K +4,886 +77%
SFA
119
Sequoia Financial Advisors
Ohio
$385K +$385K +11,014 New
ICAS
120
Investors Capital Advisory Services
Massachusetts
$370K +$8.69K +249 +2%
LYV
121
Live Your Vision
Pennsylvania
$355K +$25.1K +725 +8%
RG
122
Rathbones Group
United Kingdom
$350K – – –
DWA
123
Dorsey Wright & Associates
California
$350K – – –
Barclays
124
Barclays
United Kingdom
$333K +$47.6K +1,400 +17%
HA
125
Hays Advisory
Tennessee
$329K +$329K +9,407 New
3 4
5
6 7