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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
26
Increased
68
Reduced
44
Closed
9
Calls
$2.04M
Puts
$7.95M
Net Calls
-$5.9M
Net Calls Change
-$13.7M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$94.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
U
4
UBS
Switzerland
$75.5M
5
Bank of America
5
Bank of America
North Carolina
$115M

Top Sellers

1
GA
1
Geller Advisors
New York
$4.41M
2
WIM
2
Windhaven Investment Management
Massachusetts
$566M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.9M
4
FAAM
4
First Allied Asset Management
California
$8.08M
5
JG
5
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Gibson Capital
Pennsylvania
$295K +$295K +8,303 New
PWAP
127
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$263K +$33.8K +950 +15%
MFO
128
Marcuard Family Office
Switzerland
$249K – – –
WT
129
Whittier Trust
California
$243K – – –
MWP
130
MYCIO Wealth Partners
Pennsylvania
$235K – – –
CWM
131
Cabot Wealth Management
Massachusetts
$227K -$22.3K -629 -9%
AF
132
Allworth Financial
California
$225K +$225K +6,311 New
CIA
133
Choate Investment Advisors
Massachusetts
$206K +$1.03K +29 +0.5%
SC
134
Stratford Consulting
Texas
$205K +$205K +5,759 New
RIA
135
Regal Investment Advisors
Michigan
$189K +$189K +5,305 New
PAS
136
Partnervest Advisory Services
California
$160K +$40.3K +1,132 +34%
OAM
137
Orinda Asset Management
California
$144K – – –
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$142K +$142K +4,000 New
BBHC
139
Brown Brothers Harriman & Co
New York
$121K +$19K +533 +19%
FIG
140
Fusion Investment Group
Pennsylvania
$114K +$53.9K +1,511 +90%
FANJ
141
Financial Architects (New Jersey)
New Jersey
$86K +$86K +2,403 New
WEC
142
Winslow Evans & Crocker
Massachusetts
$77.2K -$12.5K -350 -14%
NYLIM
143
New York Life Investment Management
New York
$67K +$67K +1,869 New
DAM
144
Delta Asset Management
Tennessee
$64K – – –
EWM
145
Edge Wealth Management
New York
$64K – – –
MFBTD
146
MB Financial Bank - Trust Department
Illinois
$56K +$56K +1,578 New
BRWM
147
B. Riley Wealth Management
Tennessee
$53K +$53K +1,515 New
BWFA
148
Baltimore-Washington Financial Advisors
Maryland
$50K – – –
US Bancorp
149
US Bancorp
Minnesota
$47K -$18.3K -517 -28%
TCOV
150
Trust Company of Vermont
Vermont
$44K – – –
4 5
6
7 8