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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

274 hedge funds and large institutions have $3.15B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-13
Holders Change %
-4.53%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.53%
New
26
Increased
106
Reduced
98
Closed
33
Calls
$11.7M
Puts
$7.89M
Net Calls
+$3.82M
Net Calls Change
+$5.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$428M
2
Citigroup
2
Citigroup
New York
$48.2M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
NC
4
NewSquare Capital
Pennsylvania
$28.9M
5
PFS
5
Prospera Financial Services
Texas
$30.5M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$386K
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$348M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
101
IMA Advisory Services
Colorado
$1.93M +$24.1K +580 +1%
Lido Advisors
102
Lido Advisors
California
$1.87M -$23.8M -574,487 -93%
Calamos Advisors
103
Calamos Advisors
Illinois
$1.82M +$1.08M +25,965 +146%
DAS
104
Dynamic Advisor Solutions
Arizona
$1.74M -$184K -4,430 -10%
TC
105
Telemus Capital
Michigan
$1.71M -$1.55M -37,477 -48%
SI
106
SII Investments
Wisconsin
$1.68M -$442K -10,625 -21%
SFG
107
SNS Financial Group
Minnesota
$1.65M -$161K -3,876 -9%
PA
108
Pinnacle Associates
New York
$1.59M -$8.3K -200 -0.5%
LMIM
109
Lockheed Martin Investment Management
Maryland
$1.59M +$1.59M +38,233 New
NFG
110
Next Financial Group
Texas
$1.57M +$1.32M +31,808 +528%
BCM
111
Beck Capital Management
Texas
$1.54M -$145K -3,499 -9%
VIA
112
Vantage Investment Advisors
Pennsylvania
$1.51M -$13.6K -328 -0.9%
BRWA
113
B. Riley Wealth Advisors
Florida
$1.47M -$94.9K -2,609 -6%
AI
114
Atria Investments
North Carolina
$1.46M +$754K +18,176 +107%
CA
115
Commerzbank Aktiengesellschaft
Germany
$1.4M +$441K +10,630 +46%
WP
116
WealthSource Partners
California
$1.36M +$186K +4,475 +16%
Comerica Bank
117
Comerica Bank
Texas
$1.34M +$104K +2,558 +8%
JIC
118
Johnson Investment Counsel
Ohio
$1.34M +$178K +4,295 +15%
WIP
119
Wellesley Investment Partners
Massachusetts
$1.3M -$12.8K -308 -1%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29M +$119K +2,868 +10%
IA
121
IFP Advisors
Florida
$1.28M +$88K +2,121 +7%
AFP
122
Ausdal Financial Partners
Iowa
$1.24M -$318K -7,653 -20%
CAS
123
Cue Advisory Services
Arizona
$1.24M +$20.5K +495 +2%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.23M +$747 +18 +0.1%
LIA
125
LBMC Investment Advisors
Tennessee
$1.2M +$5.98K +144 +0.5%
3 4
5
6 7