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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
26
Increased
68
Reduced
44
Closed
9
Calls
$2.04M
Puts
$7.95M
Net Calls
-$5.9M
Net Calls Change
-$13.7M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$94.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
U
4
UBS
Switzerland
$75.5M
5
Bank of America
5
Bank of America
North Carolina
$115M

Top Sellers

1
GA
1
Geller Advisors
New York
$4.41M
2
WIM
2
Windhaven Investment Management
Massachusetts
$566M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.9M
4
FAAM
4
First Allied Asset Management
California
$8.08M
5
JG
5
Jefferies Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
Colony Group
Massachusetts
$38K – – –
HR
152
Howe & Rusling
New York
$36K – – –
LIA
153
LS Investment Advisors
Michigan
$36K – – –
PO
154
Private Ocean
California
$29K – – –
TCM
155
TD Capital Management
Tennessee
$25K +$25K +707 New
HCP
156
Holt Capital Partners
Texas
$21K – – –
RFA
157
Reilly Financial Advisors
California
$18K – – –
TWM
158
Torch Wealth Management
Ohio
$15K – – –
BCM
159
Blume Capital Management
California
$13K – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$8K -$679 -19 -8%
FBT
161
Founders Bank & Trust
Michigan
$8K – – –
TDC
162
Thompson Davis & Co
Virginia
$7K – – –
FNBT
163
FineMark National Bank & Trust
Florida
$7K – – –
1IC
164
1919 Investment Counsel
Maryland
$5K +$5K +126 New
AllianceBernstein
165
AllianceBernstein
Tennessee
$4K -$15.2K -381 -79%
PMAM
166
Picton Mahoney Asset Management
Ontario, Canada
$744 +$14 +400 +2%
NDSI
167
Newman Dignan & Sheerar Inc
Rhode Island
$433 -$34 -947 -7%
JG
168
Jefferies Group
New York
– -$3.25M -95,369 Closed
HT
169
HAP Trading
New York
– -$1.17M -34,250 Closed
VAM
170
Visionary Asset Management
Texas
– -$452K -13,289 Closed
SAMT
171
Select Asset Management & Trust
Pennsylvania
– -$367K -10,770 Closed
NA
172
Nottingham Advisors
New York
– -$340K -10,000 Closed
RFC
173
Regions Financial Corp
Alabama
– -$226K -6,655 Closed
FMP
174
Financial Management Professionals
Texas
– -$82K -2,413 Closed
PFA
175
Paradigm Financial Advisors
Missouri
– -$6K -162 Closed
4 5 6
7
8