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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
55
Closed
19
Calls
$14.1M
Puts
$6.34M
Net Calls
+$7.78M
Net Calls Change
-$1.6M

Top Buyers

1
FAAM
1
First Allied Asset Management
California
$12.2M
2
SAM
2
Securian Asset Management
Minnesota
$9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.79M
4
LPL Financial
4
LPL Financial
California
$46.4M
5
QA
5
Quantitative Advantage
Minnesota
$5.38M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$19.9M
2
Bank of America
2
Bank of America
North Carolina
$97.8M
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
126
Financial Management Professionals
Texas
$82K 2,413 – –
US Bancorp
127
US Bancorp
Minnesota
$63K 1,842 -1,033 -36%
EWM
128
Edge Wealth Management
New York
$61K 1,800 – –
DAM
129
Delta Asset Management
Tennessee
$61K 1,800 – –
FIG
130
Fusion Investment Group
Pennsylvania
$58K 1,685 +1,685 New
BWFA
131
Baltimore-Washington Financial Advisors
Maryland
$48K 1,406 – –
TCOV
132
Trust Company of Vermont
Vermont
$42K 1,241 – –
CG
133
Colony Group
Massachusetts
$37K 1,079 – –
LIA
134
LS Investment Advisors
Michigan
$34K 1,000 – –
HR
135
Howe & Rusling
New York
$34K 1,000 – –
PO
136
Private Ocean
California
$28K 827 – –
HCP
137
Holt Capital Partners
Texas
$20K 600 – –
OIA
138
Optimum Investment Advisors
Illinois
$19K 546 +100 +22%
RFA
139
Reilly Financial Advisors
California
$17K 500 – –
AllianceBernstein
140
AllianceBernstein
Tennessee
$16K 481 +481 New
TWM
141
Torch Wealth Management
Ohio
$15K 435 – –
BCM
142
Blume Capital Management
California
$12K 358 +358 New
FBT
143
Founders Bank & Trust
Michigan
$8K 235 – –
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$8K 243 +61 +34%
TDC
145
Thompson Davis & Co
Virginia
$7K 200 – –
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$6K 183 – –
FNBT
147
FineMark National Bank & Trust
Florida
$6K 190 – –
PFA
148
Paradigm Financial Advisors
Missouri
$6K 162 +162 New
MAA
149
Managed Account Advisors
New Jersey
$5K 137 +137 New
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
$3K 100 +100 New
3 4 5
6
7