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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+37
Holders Change %
+21.02%
% of All Funds
5.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
56
Increased
91
Reduced
41
Closed
16
Calls
$1.07M
Puts
$12.8M
Net Calls
-$11.7M
Net Calls Change
-$4.95M

Top Buyers

1
SMM
Stadion Money Management
Georgia
$116M
2
Morgan Stanley
Morgan Stanley
New York
$185M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M
4
FIG
FundX Investment Group
California
$30.6M
5
Bank of America
Bank of America
North Carolina
$149M

Top Sellers

1
SAS
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.9M
3
WIM
Windhaven Investment Management
Massachusetts
$478M
4
FA
FDx Advisors
Illinois
$1.63M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
126
Smith Hayes Advisers
Nebraska
$529K -$657K -17,288 -55%
LPT
127
Legacy Private Trust
Wisconsin
$522K +$58.5K +1,540 +13%
CAS
128
Cue Advisory Services
Arizona
$521K +$521K +13,737 New
AF
129
Allworth Financial
California
$513K +$88.1K +2,323 +21%
SFA
130
Sequoia Financial Advisors
Ohio
$506K +$87.5K +2,304 +21%
OIA
131
Optimum Investment Advisors
Illinois
$494K +$55.7K +1,512 +13%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$492K +$38K +1,000 +8%
Creative Planning
133
Creative Planning
Kansas
$481K -$232K -6,111 -33%
SI
134
SII Investments
Wisconsin
$460K +$31.9K +838 +7%
IP
135
Investment Partners
Ohio
$454K +$454K +11,904 New
Northern Trust
136
Northern Trust
Illinois
$442K +$442K +11,632 New
SB
137
Suntrust Banks
Georgia
$439K -$27.6K -728 -6%
BSB
138
Bangor Savings Bank
Maine
$429K – – –
LYV
139
Live Your Vision
Pennsylvania
$417K +$27.7K +727 +7%
ICAS
140
Investors Capital Advisory Services
Massachusetts
$416K +$13.5K +356 +3%
HA
141
Hays Advisory
Tennessee
$415K +$58.1K +1,531 +16%
VC
142
Vicus Capital
Pennsylvania
$414K +$414K +10,907 New
KA
143
Kovack Advisors
Florida
$413K +$413K +10,875 New
V
144
Veritable
Delaware
$405K -$76.9K -2,025 -16%
DWA
145
Dorsey Wright & Associates
California
$402K +$22.9K +604 +6%
RG
146
Rathbones Group
United Kingdom
$380K – – –
Axa
147
Axa
France
$359K +$17.1K +450 +5%
JA
148
JOYN Advisors
Georgia
$355K +$83.6K +2,200 +31%
GT
149
Glenmede Trust
Pennsylvania
$349K +$4.02K +106 +1%
PWMAG
150
Pinnacle Wealth Management Advisory Group
New Jersey
$344K +$344K +9,050 New
4 5
6
7 8