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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+37
Holders Change %
+21.02%
% of All Funds
5.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
56
Increased
91
Reduced
41
Closed
16
Calls
$1.07M
Puts
$12.8M
Net Calls
-$11.7M
Net Calls Change
-$4.95M

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$116M
2
Morgan Stanley
2
Morgan Stanley
New York
$185M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M
4
FIG
4
FundX Investment Group
California
$30.6M
5
Bank of America
5
Bank of America
North Carolina
$149M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.9M
3
WIM
3
Windhaven Investment Management
Massachusetts
$478M
4
FA
4
FDx Advisors
Illinois
$1.63M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$990K +$990K +26,089 New
M&T Bank
102
M&T Bank
New York
$917K -$1.05M -27,606 -53%
Comerica Bank
103
Comerica Bank
Texas
$898K +$623K +16,407 +227%
IH
104
IFC Holdings
Florida
$881K -$63.6K -1,649 -7%
ACM
105
Argentus Capital Management
Texas
$871K +$871K +22,954 New
Millennium Management
106
Millennium Management
New York
$842K +$565K +14,895 +204%
MCM
107
Millie Capital Management
California
$834K +$834K +21,966 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$826K -$187K -4,923 -18%
AA
109
Ancora Advisors
Ohio
$814K +$152 +4 +0%
VFS
110
VSR Financial Services
Kansas
$806K -$155K -4,084 -16%
PMAM
111
Picton Mahoney Asset Management
Ontario, Canada
$793K – – –
LIA
112
LBMC Investment Advisors
Tennessee
$782K +$782K +20,604 New
BW
113
Bison Wealth
Georgia
$710K +$710K +18,694 New
AI
114
Atria Investments
North Carolina
$696K -$11.3K -298 -2%
CFA
115
Carroll Financial Associates
North Carolina
$695K +$31.4K +819 +5%
HFS
116
HL Financial Services
Kentucky
$656K -$278K -7,331 -30%
LNC
117
Lincoln National Corp
Pennsylvania
$638K +$3.45K +91 +0.5%
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$620K +$4.63K +122 +0.8%
HF
119
Hoxton Financial
West Virginia
$594K +$141K +3,710 +31%
AAS
120
Annex Advisory Services
Wisconsin
$590K -$13.3K -350 -2%
CWM
121
Concert Wealth Management
California
$589K +$649 +17 +0.1%
MC
122
Moors & Cabot
Massachusetts
$562K -$76.8K -2,011 -12%
GGI
123
Godsey & Gibb Inc
Virginia
$549K +$10.2K +270 +2%
AEPG
124
American Economic Planning Group
New Jersey
$542K – – –
CCM
125
Catawba Capital Management
Virginia
$539K +$10.1K +265 +2%
3 4
5
6 7