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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.38%
New
25
Increased
76
Reduced
44
Closed
15
Calls
$4K
Puts
$6.75M
Net Calls
-$6.74M
Net Calls Change
-$838K

Top Buyers

1
SAS
Sage Advisory Services
Texas
$214M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$168M
3
FA
FDx Advisors
Illinois
$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$31M
5
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.9M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$531M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$78.7M
3
Goldman Sachs
Goldman Sachs
New York
$2.84M
4
Wells Fargo
Wells Fargo
California
$132M
5
U
UBS
Switzerland
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFBTD
151
MB Financial Bank - Trust Department
Illinois
$111K +$55.5K +1,578 +100%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$109K +$101K +2,890 +1,290%
FANJ
153
Financial Architects (New Jersey)
New Jersey
$100K +$16.2K +464 +19%
TDC
154
Thompson Davis & Co
Virginia
$90K +$83K +2,387 +1,194%
WEC
155
Winslow Evans & Crocker
Massachusetts
$75.9K – – –
EWM
156
Edge Wealth Management
New York
$63K – – –
MHS
157
M Holdings Securities
Oregon
$55K +$55K +1,573 New
BRWM
158
B. Riley Wealth Management
Tennessee
$52K – – –
BWFA
159
Baltimore-Washington Financial Advisors
Maryland
$49K – – –
DAM
160
Delta Asset Management
Tennessee
$47K -$15.7K -450 -25%
NYLIM
161
New York Life Investment Management
New York
$44K -$21.8K -620 -33%
TCOV
162
Trust Company of Vermont
Vermont
$43K – – –
CG
163
Colony Group
Massachusetts
$38K – – –
LIA
164
LS Investment Advisors
Michigan
$35K – – –
PO
165
Private Ocean
California
$29K – – –
S
166
SignatureFD
Georgia
$26K +$26K +743 New
AA
167
Apriem Advisors
California
$20K +$20K +575 New
PAI
168
Pittenger & Anderson Inc
Nebraska
$19K +$19K +530 New
RFA
169
Reilly Financial Advisors
California
$17K – – –
FIG
170
Fusion Investment Group
Pennsylvania
$8K -$99.9K -2,959 -93%
HR
171
Howe & Rusling
New York
$8K -$25.5K -761 -76%
FBT
172
Founders Bank & Trust
Michigan
$8K – – –
FNBT
173
FineMark National Bank & Trust
Florida
$7K – – –
CA
174
CapWealth Advisors
Tennessee
$7K +$7K +207 New
1IC
175
1919 Investment Counsel
Maryland
$5K – – –
4 5 6
7
8