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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$573M
2
Bank of America
Bank of America
North Carolina
$754M
3
MML Investors Services
MML Investors Services
Massachusetts
$69.7M
4
GA
Gateway Advisory
New Jersey
$71.6M
5
LPT
Legacy Private Trust
Wisconsin
$31.2M

Top Sellers

1
Citigroup
Citigroup
New York
$8.39M
2
WIM
Windhaven Investment Management
Massachusetts
$228M
3
Goldman Sachs
Goldman Sachs
New York
$15.2M
4
HNB
Huntington National Bank
Ohio
$11M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$1.28M +$35.4K +792 +3%
HIIFS
127
Harel Insurance Investments & Financial Services
Israel
$1.27M +$1.21M +27,000 +1,929%
Comerica Bank
128
Comerica Bank
Texas
$1.26M -$28.7K -636 -2%
AI
129
Atria Investments
North Carolina
$1.21M +$39.2K +877 +3%
SG Americas Securities
130
SG Americas Securities
New York
$1.2M -$11.5K -256 -0.9%
AWS
131
AJ Wealth Strategies
New York
$1.18M -$19.6K -439 -2%
GA
132
Geller Advisors
New York
$1.14M -$47.3K -1,057 -4%
DAS
133
Dynamic Advisor Solutions
Arizona
$1.12M -$22.7K -507 -2%
CCT
134
Country Club Trust
Missouri
$1.11M +$3.58K +80 +0.3%
ASN
135
Advisory Services Network
Georgia
$1.07M +$19.8K +443 +2%
DC
136
Davenport & Co
Virginia
$1.05M +$759K +16,961 +260%
AA
137
Ancora Advisors
Ohio
$1.04M +$189K +4,215 +22%
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
$1.01M -$8.68K -194 -0.9%
PWS
139
Paragon Wealth Strategies
Florida
$963K -$150K -3,351 -13%
EHPM
140
Emery Howard Portfolio Management
California
$938K – – –
TCM
141
Tuttle Capital Management
Connecticut
$928K +$502K +11,214 +118%
NFG
142
Next Financial Group
Texas
$911K +$263K +5,877 +41%
CCP
143
Corient Capital Partners
California
$902K – – –
JFA
144
Johanson Financial Advisors
California
$892K +$49.9K +1,116 +6%
FIM
145
Freedom Investment Management
Connecticut
$886K -$308K -6,893 -26%
CWM
146
Cornerstone Wealth Management
Missouri
$864K -$6.35K -142 -0.7%
FNT
147
First National Trust
Pennsylvania
$851K +$851K +19,020 New
CCA
148
Clearwater Capital Advisors
Illinois
$849K – – –
OC
149
Oppenheimer & Co
New York
$846K +$98.6K +2,204 +13%
IAA
150
Ironsides Asset Advisors
North Carolina
$806K -$840K -18,775 -51%
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