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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

153 hedge funds and large institutions have $1.53B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
32
Increased
45
Reduced
57
Closed
20
Calls
$10.6M
Puts
$1.23M
Net Calls
+$9.38M
Net Calls Change
+$13.4M

Top Buyers

1
BTS
BB&T Securities
Virginia
$76.6M
2
Invesco
Invesco
Georgia
$58.5M
3
Citigroup
Citigroup
New York
$9.88M
4
Goldman Sachs
Goldman Sachs
New York
$12.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.1M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$534M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$60.4M
3
Morgan Stanley
Morgan Stanley
New York
$131M
4
PPA
Parametric Portfolio Associates
Washington
$0
5
SG Americas Securities
SG Americas Securities
New York
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
126
Financial Management Professionals
Texas
$80K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$71K +$15.2K +464 +27%
EWM
128
Edge Wealth Management
New York
$60K – – –
DAM
129
Delta Asset Management
Tennessee
$60K +$60K +1,800 New
BWFA
130
Baltimore-Washington Financial Advisors
Maryland
$47K +$47K +1,406 New
KTC
131
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
TCOV
132
Trust Company of Vermont
Vermont
$41K +$41K +1,241 New
CG
133
Colony Group
Massachusetts
$36K -$15.5K -466 -30%
HR
134
Howe & Rusling
New York
$33K – – –
LIA
135
LS Investment Advisors
Michigan
$33K – – –
CEMP
136
Compass Efficient Model Portfolios
Tennessee
$32K – – –
PO
137
Private Ocean
California
$27K +$27K +827 New
NYLIM
138
New York Life Investment Management
New York
$23K -$1.25K -38 -5%
PMFA
139
Plante Moran Financial Advisors
Michigan
$22K +$22K +650 New
HCP
140
Holt Capital Partners
Texas
$20K +$20K +600 New
RFA
141
Reilly Financial Advisors
California
$17K – – –
HNB
142
Huntington National Bank
Ohio
$16K -$17K – –
OIA
143
Optimum Investment Advisors
Illinois
$15K -$8.24K -245 -35%
PSI
144
Pinnacle Summer Investments
Virginia
$15K +$15K +455 New
TWM
145
Torch Wealth Management
Ohio
$14K +$14K +435 New
FBT
146
Founders Bank & Trust
Michigan
$7K – – –
TDC
147
Thompson Davis & Co
Virginia
$7K +$7K +200 New
FNBT
148
FineMark National Bank & Trust
Florida
$6K -$190K -6,025 -97%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +182 New
BBPWM
150
Blue Bell Private Wealth Management
Pennsylvania
$6K +$6K +183 New
3 4 5
6
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