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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

142 hedge funds and large institutions have $1.25B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
–
Holders Change %
0%
% of All Funds
4.61%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.39%
New
21
Increased
48
Reduced
54
Closed
21
Calls
$362K
Puts
$4.41M
Net Calls
-$4.05M
Net Calls Change
+$194M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$238M
2
SG Americas Securities
SG Americas Securities
New York
$22.6M
3
EAM
Eclectica Asset Management
United Kingdom
$10.1M
4
Goldman Sachs
Goldman Sachs
New York
$9.63M
5
TRCT
Tower Research Capital (TRC)
New York
$7.7M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$0
2
3AM
3D Asset Management
Connecticut
$5.84M
3
Wells Fargo
Wells Fargo
California
$105M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.77M
5
Morgan Stanley
Morgan Stanley
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$53K +$53K +1,701 New
CG
127
Colony Group
Massachusetts
$48K +$48K +1,545 New
KTC
128
Kistler-Tiffany Companies
Pennsylvania
$43K +$43K +1,380 New
PAS
129
Partnervest Advisory Services
California
$34K +$34K +1,088 New
HR
130
Howe & Rusling
New York
$31K – – –
LIA
131
LS Investment Advisors
Michigan
$31K +$31K +1,000 New
CEMP
132
Compass Efficient Model Portfolios
Tennessee
$30K – – –
NYLIM
133
New York Life Investment Management
New York
$23K -$3.83M -123,034 -99%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$23K +$13.7K +433 +148%
OIA
135
Optimum Investment Advisors
Illinois
$22K +$22K +691 New
HNB
136
Huntington National Bank
Ohio
$17K -$15K – –
RFA
137
Reilly Financial Advisors
California
$16K – – –
ECM
138
ETrade Capital Management
Virginia
$13K +$13K +403 New
MA
139
MUFG Americas
New York
$11K +$11K +353 New
FBT
140
Founders Bank & Trust
Michigan
$7K – – –
WF
141
WealthTrust Fairport
Ohio
$5K -$10.2K -335 -67%
GI
142
Gradient Investments
Minnesota
$4K +$4K +137 New
EFS
143
Essex Financial Services
Connecticut
$1.46K +$144 +4,617 +11%
RIG
144
RiverFront Investment Group
Virginia
– -$51.2M -1,644,976 Closed
KIM
145
Karpus Investment Management
New York
– -$9.08M -291,721 Closed
Nomura Holdings
146
Nomura Holdings
Japan
– -$2.18M -70,100 Closed
DS
147
DRW Securities
Illinois
– -$1.3M -41,644 Closed
RTS
148
Round Table Services
New Jersey
– -$1.22M -39,250 Closed
CWA
149
Convergent Wealth Advisors
Maryland
– -$1.18M -37,785 Closed
Two Sigma Advisers
150
Two Sigma Advisers
New York
– -$820K -26,356 Closed
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