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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.87B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 96 reducing their positions, and 19 closing their positions.

Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
5.72%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
18
Increased
66
Reduced
96
Closed
19
Calls
–
Puts
$3.91M
Net Calls
-$3.91M
Net Calls Change
+$1.11M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$37.6M
2
TFA
2
Transamerica Financial Advisors
Florida
$25.7M
3
Invesco
3
Invesco
Georgia
$89.2M
4
PFS
4
Prospera Financial Services
Texas
$28.1M
5
CS
5
Credit Suisse
Switzerland
$22.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
Bank of America
2
Bank of America
North Carolina
$136M
3
LPL Financial
3
LPL Financial
California
$64M
4
GI
4
Gradient Investments
Minnesota
$6K
5
KWILP
5
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHPM
101
Emery Howard Portfolio Management
California
$771K -$22.7K -620 -3%
PMAM
102
Picton Mahoney Asset Management
Ontario, Canada
$766K – – –
SC
103
SouthState Corp
Florida
$761K -$415K -11,336 -35%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$759K -$39.2K -1,070 -5%
LIA
105
LBMC Investment Advisors
Tennessee
$751K +$3.15K +86 +0.4%
ATC
106
Argent Trust Co
Tennessee
$745K +$299K +8,160 +67%
M&T Bank
107
M&T Bank
New York
$728K -$147K -4,026 -17%
HF
108
Hoxton Financial
West Virginia
$711K -$1.98K -54 -0.3%
KA
109
Kovack Advisors
Florida
$703K -$80K -2,184 -10%
WA
110
WFG Advisors
Texas
$699K +$323K +8,800 +86%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$683K +$148K +4,039 +28%
CFA
112
Carroll Financial Associates
North Carolina
$678K +$6.64K +181 +1%
IH
113
IFC Holdings
Florida
$632K -$86.3K -2,315 -12%
Creative Planning
114
Creative Planning
Kansas
$628K -$66.8K -1,822 -10%
WA
115
WealthTrust-Arizona
Arizona
$623K -$47.7K -1,300 -7%
AI
116
Atria Investments
North Carolina
$620K -$26.8K -730 -4%
EDRH
117
Edmond de Rothschild Holding
Switzerland
$600K +$600K +16,380 New
TF
118
Tompkins Financial
New York
$585K -$10.2M -278,752 -95%
PAS
119
Partnervest Advisory Services
California
$569K -$26.5K -723 -4%
AF
120
Allworth Financial
California
$549K -$10.3K -282 -2%
AAS
121
Annex Advisory Services
Wisconsin
$545K -$44K -1,201 -7%
AEPG
122
American Economic Planning Group
New Jersey
$523K – – –
NA
123
NewEdge Advisors
Louisiana
$518K +$204K +5,558 +65%
CA
124
Commerzbank Aktiengesellschaft
Germany
$517K -$11K -300 -2%
CCM
125
Catawba Capital Management
Virginia
$510K -$2.93K -80 -0.6%
3 4
5
6 7