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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

274 hedge funds and large institutions have $3.15B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-13
Holders Change %
-4.53%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.53%
New
26
Increased
106
Reduced
98
Closed
33
Calls
$11.7M
Puts
$7.89M
Net Calls
+$3.82M
Net Calls Change
+$5.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$428M
2
Citigroup
2
Citigroup
New York
$48.2M
3
Ameriprise
3
Ameriprise
Minnesota
$127M
4
NC
4
NewSquare Capital
Pennsylvania
$28.9M
5
PFS
5
Prospera Financial Services
Texas
$30.5M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$386K
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$348M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.6M
5
UBS Group
5
UBS Group
Switzerland
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Millie Capital Management
California
$1.2M +$168K +4,042 +16%
GA
127
Geller Advisors
New York
$1.09M +$2.07K +50 +0.2%
Creative Planning
128
Creative Planning
Kansas
$1.08M +$65.4K +1,577 +6%
SB
129
Suntrust Banks
Georgia
$1.07M +$156K +3,752 +17%
CWM
130
Concert Wealth Management
California
$1.03M +$60.8K +1,465 +6%
IP
131
Investment Partners
Ohio
$983K +$45.8K +1,104 +5%
OC
132
Oppenheimer & Co
New York
$982K -$454K -10,954 -32%
UCFA
133
United Capital Financial Advisors
Texas
$959K -$47.4K -1,143 -5%
EDRH
134
Edmond de Rothschild Holding
Switzerland
$950K +$9.84K +236 +1%
WA
135
WESPAC Advisors
California
$949K -$171K -4,117 -15%
M&T Bank
136
M&T Bank
New York
$931K +$48.4K +1,167 +5%
DC
137
Davenport & Co
Virginia
$896K +$27.1K +653 +3%
CCA
138
Clearwater Capital Advisors
Illinois
$879K -$4.84K -119 -0.5%
ASN
139
Advisory Services Network
Georgia
$872K +$760K +18,336 +681%
EHPM
140
Emery Howard Portfolio Management
California
$870K – – –
NA
141
NewEdge Advisors
Louisiana
$850K +$641K +15,434 +306%
AA
142
Ancora Advisors
Ohio
$844K +$106K +2,553 +14%
CCP
143
Corient Capital Partners
California
$836K +$836K +20,160 New
BW
144
Bison Wealth
Georgia
$811K -$1.06M -25,640 -57%
JFA
145
Johanson Financial Advisors
California
$792K +$11.5K +278 +1%
Barclays
146
Barclays
United Kingdom
$768K +$415K +10,000 +118%
HIIFS
147
Harel Insurance Investments & Financial Services
Israel
$759K -$709K -16,900 Closed
FANJ
148
Financial Architects (New Jersey)
New Jersey
$744K +$253K +6,096 +52%
PRCM
149
Pine River Capital Management
Minnesota
$736K -$416K -10,037 -36%
AWA
150
Arete Wealth Advisors
Illinois
$735K -$84.9K -2,046 -10%
4 5
6
7 8