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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
55
Closed
19
Calls
$14.1M
Puts
$6.34M
Net Calls
+$7.78M
Net Calls Change
-$1.6M

Top Buyers

1
FAAM
1
First Allied Asset Management
California
$12.2M
2
SAM
2
Securian Asset Management
Minnesota
$9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.79M
4
LPL Financial
4
LPL Financial
California
$46.4M
5
QA
5
Quantitative Advantage
Minnesota
$5.38M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$19.9M
2
Bank of America
2
Bank of America
North Carolina
$97.8M
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
151
Capital Advantage
California
– – -330,758 Closed
SAM
152
Stringer Asset Management
Tennessee
– – -144,144 Closed
SG Americas Securities
153
SG Americas Securities
New York
– – -141,632 Closed
SI
154
Stephens Inc
Arkansas
– – -98,680 Closed
TRCT
155
Tower Research Capital (TRC)
New York
– – -84,665 Closed
Fiera Capital (Canada)
156
Fiera Capital (Canada)
Quebec, Canada
– – -39,023 Closed
DS
157
DRW Securities
Illinois
– – -32,580 Closed
FAT
158
First American Trust
California
– – -14,000 Closed
NFG
159
Nadler Financial Group
Illinois
– – -11,448 Closed
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
– – -10,260 Closed
CAM
161
Capstone Asset Management
Texas
– – -7,831 Closed
PCM
162
Prelude Capital Management
New York
– – -3,000 Closed
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
– – -2,165 Closed
KTC
164
Kistler-Tiffany Companies
Pennsylvania
– – -1,380 Closed
NYLIM
165
New York Life Investment Management
New York
– – -700 Closed
PMFA
166
Plante Moran Financial Advisors
Michigan
– – -650 Closed
WF
167
WealthTrust Fairport
Ohio
– – -165 Closed
GI
168
Gradient Investments
Minnesota
– – -161 Closed
DSC
169
Duncker Streett & Co
Missouri
– – -50 Closed
HNB
170
Huntington National Bank
Ohio
– – – –
OL
171
Orbitronix LP
California
– – – –
3 4 5 6
7