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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+7
Holders Change %
+2.48%
% of All Funds
7.21%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
40
Increased
82
Reduced
124
Closed
31
Calls
–
Puts
$3.93M
Net Calls
-$3.93M
Net Calls Change
-$3.53M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$445M
2
Bank of America
2
Bank of America
North Carolina
$657M
3
RIM
3
Rampart Investment Management
Connecticut
$12M
4
HCM
4
Hollencrest Capital Management
California
$11.8M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$6.17M

Top Sellers

1
Citigroup
1
Citigroup
New York
$77.5M
2
WIM
2
Windhaven Investment Management
Massachusetts
$242M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
AJ Wealth Strategies
New York
$1.17M – – –
FIM
127
Freedom Investment Management
Connecticut
$1.16M +$1.16M +26,709 New
GA
128
Geller Advisors
New York
$1.15M +$6.09K +140 +0.5%
AI
129
Atria Investments
North Carolina
$1.13M +$623K +14,336 +122%
DAS
130
Dynamic Advisor Solutions
Arizona
$1.11M -$153K -3,521 -12%
Millennium Management
131
Millennium Management
New York
$1.11M +$1.11M +25,529 New
PWS
132
Paragon Wealth Strategies
Florida
$1.08M +$88.4K +2,034 +9%
CCT
133
Country Club Trust
Missouri
$1.07M +$1.07M +24,620 New
ASN
134
Advisory Services Network
Georgia
$1.02M +$1.02M +23,406 New
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
$989K -$401K -9,229 -29%
EHPM
136
Emery Howard Portfolio Management
California
$912K – – –
CCP
137
Corient Capital Partners
California
$876K – – –
CWM
138
Cornerstone Wealth Management
Missouri
$845K +$6.29K +145 +0.8%
CCA
139
Clearwater Capital Advisors
Illinois
$826K -$114K -2,634 -12%
AA
140
Ancora Advisors
Ohio
$825K -$95.5K -2,197 -10%
JFA
141
Johanson Financial Advisors
California
$820K +$820K +18,850 New
WP
142
WealthSource Partners
California
$804K -$142K -3,275 -15%
MRC
143
Millburn Ridgefield Corp
New York
$791K +$147K +3,372 +23%
Northern Trust
144
Northern Trust
Illinois
$777K +$37.7K +867 +5%
HFA
145
High Falls Advisors
New York
$761K -$2.43M -55,894 -76%
IP
146
Investment Partners
Ohio
$745K -$109K -2,496 -13%
SBSB
147
Sullivan, Bruyette, Speros & Blaney
Virginia
$744K +$130 +3 +0%
PAS
148
Partnervest Advisory Services
California
$734K -$26.5K -610 -3%
OC
149
Oppenheimer & Co
New York
$726K -$44.3K -1,019 -6%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$717K +$72.3K +1,663 +11%
4 5
6
7 8