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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.66B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+24
Holders Change %
+9.13%
% of All Funds
7.67%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
50
Increased
126
Reduced
73
Closed
22
Calls
$10.3M
Puts
$11.8M
Net Calls
-$1.54M
Net Calls Change
-$1.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$384M
2
Morgan Stanley
Morgan Stanley
New York
$416M
3
Ameriprise
Ameriprise
Minnesota
$98.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$84.4M
5
GA
Gateway Advisory
New Jersey
$62.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$96.8M
2
CS
Credit Suisse
Switzerland
$20.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$171M
4
WIM
Windhaven Investment Management
Massachusetts
$315M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$1.29M +$439K +10,341 +51%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$1.27M +$113K +2,631 +10%
CAS
128
Cue Advisory Services
Arizona
$1.25M +$319K +7,455 +34%
LIA
129
LBMC Investment Advisors
Tennessee
$1.23M +$6.42K +150 +0.5%
IA
130
IFP Advisors
Florida
$1.23M +$785K +18,343 +176%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M +$795K +18,579 +192%
WP
132
WealthSource Partners
California
$1.21M +$633K +14,803 +110%
JIC
133
Johnson Investment Counsel
Ohio
$1.2M +$112K +2,630 +10%
WA
134
WESPAC Advisors
California
$1.15M +$103K +2,404 +10%
SG
135
Societe Generale
$1.13M +$1.13M +26,332 New
SG Americas Securities
136
SG Americas Securities
New York
$1.13M +$1.13M +26,332 New
GA
137
Geller Advisors
New York
$1.12M +$5.86K +137 +0.5%
MCM
138
Millie Capital Management
California
$1.06M – – –
Creative Planning
139
Creative Planning
Kansas
$1.05M +$74.9K +1,750 +8%
UCFA
140
United Capital Financial Advisors
Texas
$1.04M +$425K +9,892 +69%
CWM
141
Concert Wealth Management
California
$1M +$251K +5,857 +33%
IP
142
Investment Partners
Ohio
$966K -$106K -2,488 -10%
EC
143
Estate Counselors
Wisconsin
$963K -$813K -19,000 -46%
EDRH
144
Edmond de Rothschild Holding
Switzerland
$962K +$308K +7,219 +47%
CCA
145
Clearwater Capital Advisors
Illinois
$934K +$934K +21,736 New
M&T Bank
146
M&T Bank
New York
$910K +$98.1K +2,293 +12%
EHPM
147
Emery Howard Portfolio Management
California
$897K – – –
DC
148
Davenport & Co
Virginia
$896K +$6.63K +155 +0.7%
PAI
149
Pittenger & Anderson Inc
Nebraska
$895K +$12.3K +287 +1%
AWMS
150
Advocacy Wealth Management Services
Georgia
$890K -$93.3K -2,182 -9%
4 5
6
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