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Invesco S&P 500 Low Volatility ETF

212 hedge funds and large institutions have $1.87B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
5.72%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
18
Increased
66
Reduced
96
Closed
19
Calls
Puts
$3.91M
Net Calls
-$3.91M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
126
Concert Wealth Management
California
$482K -$78.4K -2,145 -14%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$475K
WI
128
WBI Investments
New Jersey
$465K +$465K +12,680 New
HA
129
Hays Advisory
Tennessee
$458K -$6.88K -188 -1%
ICAS
130
Investors Capital Advisory Services
Massachusetts
$442K -$23.6K -645 -5%
LNC
131
Lincoln National Corp
Pennsylvania
$434K -$207K -5,469 -32%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$429K -$64.1K -1,749 -13%
SB
133
Suntrust Banks
Georgia
$423K
AA
134
Ancora Advisors
Ohio
$420K +$420K +11,456 New
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$409K +$77K +2,100 +23%
FF
136
Friedenthal Financial
New Jersey
$405K -$7.44M -203,105 -95%
GC
137
Gibson Capital
Pennsylvania
$400K
SI
138
SII Investments
Wisconsin
$392K -$118K -3,198 -23%
PIM
139
Penobscot Investment Management
Massachusetts
$384K +$384K +10,468 New
V
140
Veritable
Delaware
$380K -$10.3K -281 -3%
AIM
141
Advantage Investment Management
Iowa
$365K +$333K +9,081 +1,037%
FAT
142
First American Trust
California
$359K +$70.6K +1,927 +24%
VFS
143
VSR Financial Services
Kansas
$357K -$995K -27,150 -74%
RG
144
Rathbones Group
United Kingdom
$357K -$9.15K -250 -3%
HF
145
HRT Financial
New York
$348K -$2.73M -74,784 -89%
GT
146
Glenmede Trust
Pennsylvania
$346K +$13.2K +360 +4%
LYV
147
Live Your Vision
Pennsylvania
$344K -$92.1K -2,478 -21%
BAS
148
Brown Advisory Securities
Maryland
$340K -$39.5K -1,075 -10%
KIA
149
KCM Investment Advisors
California
$329K +$65.8K +1,797 +25%
VC
150
Vicus Capital
Pennsylvania
$326K -$68.4K -1,867 -17%