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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
6.01%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.5%
New
26
Increased
69
Reduced
81
Closed
22
Calls
$331K
Puts
$5.62M
Net Calls
-$5.29M
Net Calls Change
-$1.37M

Top Buyers

1
RIM
1
Rampart Investment Management
Connecticut
$55M
2
GI
2
Gradient Investments
Minnesota
$52.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$39.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TFA
5
Transamerica Financial Advisors
Florida
$38.7M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$370M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$70.1M
3
CS
3
Credit Suisse
Switzerland
$6.87M
4
Wells Fargo
4
Wells Fargo
California
$128M
5
UBS Group
5
UBS Group
Switzerland
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
101
LBMC Investment Advisors
Tennessee
$742K +$4.32K +120 +0.6%
FSA
102
Financial Sense Advisors
California
$719K +$719K +20,000 New
SC
103
SouthState Corp
Florida
$706K -$40.9K -1,138 -5%
HF
104
Hoxton Financial
West Virginia
$704K +$6.11K +170 +0.9%
FIM
105
Freedom Investment Management
Connecticut
$691K +$244K +34,235 +55%
ID
106
Integral Derivatives
New York
$665K +$665K +18,500 New
Creative Planning
107
Creative Planning
Kansas
$644K +$28K +780 +5%
KA
108
Kovack Advisors
Florida
$633K -$57.6K -1,602 -8%
AWA
109
Arete Wealth Advisors
Illinois
$633K +$633K +17,595 New
HFS
110
HL Financial Services
Kentucky
$613K -$144K -4,016 -19%
ICAS
111
Investors Capital Advisory Services
Massachusetts
$589K +$155K +4,316 +36%
IH
112
IFC Holdings
Florida
$578K -$32.3K -898 -5%
AI
113
Atria Investments
North Carolina
$576K -$32.6K -906 -5%
CAS
114
Cue Advisory Services
Arizona
$575K -$855K -23,765 -60%
EDRH
115
Edmond de Rothschild Holding
Switzerland
$564K -$25.2K -700 -4%
WA
116
WealthTrust-Arizona
Arizona
$557K -$53.7K -1,494 -9%
NA
117
NewEdge Advisors
Louisiana
$550K +$42.7K +1,191 +8%
HA
118
Hays Advisory
Tennessee
$532K +$82.2K +2,285 +18%
ACM
119
Argentus Capital Management
Texas
$532K +$532K +14,801 New
M&T Bank
120
M&T Bank
New York
$526K -$189K -5,253 -26%
AEPG
121
American Economic Planning Group
New Jersey
$514K – – –
AAS
122
Annex Advisory Services
Wisconsin
$506K -$28.9K -803 -5%
CCM
123
Catawba Capital Management
Virginia
$500K – – –
SI
124
SII Investments
Wisconsin
$491K +$109K +3,029 +28%
PAS
125
Partnervest Advisory Services
California
$485K -$73.3K -2,039 -13%
3 4
5
6 7