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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

263 hedge funds and large institutions have $3.11B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
263
Holders Change
+17
Holders Change %
+6.91%
% of All Funds
7.02%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.69%
New
42
Increased
111
Reduced
72
Closed
23
Calls
$1.22M
Puts
$1.75M
Net Calls
-$524K
Net Calls Change
+$2.77M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$202M
2
Bank of America
2
Bank of America
North Carolina
$261M
3
Morgan Stanley
3
Morgan Stanley
New York
$293M
4
Invesco
4
Invesco
Georgia
$150M
5
CS
5
Credit Suisse
Switzerland
$55.9M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44.8M
3
WIM
3
Windhaven Investment Management
Massachusetts
$323M
4
FA
4
FDx Advisors
Illinois
$1.8M
5
TFA
5
Transamerica Financial Advisors
Florida
$8.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$1.94M -$121K -3,006 -6%
SHA
102
Smith Hayes Advisers
Nebraska
$1.9M +$54.8K +1,359 +3%
BW
103
Bison Wealth
Georgia
$1.81M +$754K +18,718 +71%
FA
104
FDx Advisors
Illinois
$1.8M -$47.2M -1,168,896 -96%
BCM
105
Beck Capital Management
Texas
$1.69M -$24.5K -608 -1%
EC
106
Estate Counselors
Wisconsin
$1.67M +$774K +19,200 +86%
PA
107
Pinnacle Associates
New York
$1.6M +$245K +6,064 +18%
CFA
108
Carroll Financial Associates
North Carolina
$1.56M +$319K +7,906 +26%
IAS
109
IMA Advisory Services
Colorado
$1.53M +$1.53M +37,960 New
SWP
110
Stratos Wealth Partners
Ohio
$1.52M +$1.19M +29,449 +360%
VIA
111
Vantage Investment Advisors
Pennsylvania
$1.5M +$125K +3,093 +9%
WIP
112
Wellesley Investment Partners
Massachusetts
$1.45M -$17.4K -432 -1%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.44M -$4.72M -117,037 -77%
SFG
114
SNS Financial Group
Minnesota
$1.42M +$1.42M +35,101 New
SA
115
Strategic Advisors
New York
$1.39M +$1.39M +34,354 New
FT
116
Fiduciary Trust
Massachusetts
$1.38M – – –
CC
117
Cedar Capital
Illinois
$1.35M -$121K -2,997 -8%
SI
118
SII Investments
Wisconsin
$1.33M +$1.33M +33,077 New
WA
119
WFG Advisors
Texas
$1.31M +$388K +9,618 +42%
ACM
120
Argentus Capital Management
Texas
$1.19M +$247K +6,127 +26%
LIA
121
LBMC Investment Advisors
Tennessee
$1.16M +$320K +7,930 +38%
PRCM
122
Pine River Capital Management
Minnesota
$1.12M – – –
KA
123
Kovack Advisors
Florida
$1.11M +$365K +9,046 +49%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.09M +$26.2K +649 +2%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$1.06M -$153K -3,793 -13%
3 4
5
6 7