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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

216 hedge funds and large institutions have $2.08B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
5.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
90
Reduced
66
Closed
23
Calls
$577K
Puts
$5.6M
Net Calls
-$5.02M
Net Calls Change
+$6.67M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$24.2M
2
Bank of America
2
Bank of America
North Carolina
$169M
3
FIG
3
FundX Investment Group
California
$43.7M
4
Invesco
4
Invesco
Georgia
$79.3M
5
TFA
5
Transamerica Financial Advisors
Florida
$11.8M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$435M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$554K +$262K +6,899 +90%
CA
127
Commerzbank Aktiengesellschaft
Germany
$546K +$546K +14,400 New
AEPG
128
American Economic Planning Group
New Jersey
$542K – – –
CCM
129
Catawba Capital Management
Virginia
$531K -$7.78K -205 -1%
SI
130
SII Investments
Wisconsin
$526K +$67.6K +1,779 +15%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$510K +$510K +13,454 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$492K – – –
ICAS
133
Investors Capital Advisory Services
Massachusetts
$482K +$66.5K +1,754 +16%
HA
134
Hays Advisory
Tennessee
$482K +$66.7K +1,757 +16%
ATC
135
Argent Trust Co
Tennessee
$462K +$462K +12,181 New
Comerica Bank
136
Comerica Bank
Texas
$461K -$436K -11,482 -49%
LYV
137
Live Your Vision
Pennsylvania
$445K +$29.4K +775 +7%
SB
138
Suntrust Banks
Georgia
$438K – – –
AA
139
Ancora Advisors
Ohio
$434K -$814K -21,448 Closed
BSB
140
Bangor Savings Bank
Maine
$429K – – –
WCM
141
Wealthcare Capital Management
Virginia
$415K +$415K +10,939 New
GC
142
Gibson Capital
Pennsylvania
$414K -$970K -25,725 -70%
V
143
Veritable
Delaware
$404K – – –
BAS
144
Brown Advisory Securities
Maryland
$393K +$393K +10,339 New
Axa
145
Axa
France
$391K +$33K +870 +9%
WA
146
WFG Advisors
Texas
$390K +$93.4K +2,459 +31%
FIG
147
Fusion Investment Group
Pennsylvania
$388K +$388K +10,238 New
RG
148
Rathbones Group
United Kingdom
$379K – – –
GT
149
Glenmede Trust
Pennsylvania
$345K -$3.79K -100 -1%
PWMAG
150
Pinnacle Wealth Management Advisory Group
New Jersey
$343K – – –
4 5
6
7 8