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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+37
Holders Change %
+21.02%
% of All Funds
5.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
56
Increased
91
Reduced
41
Closed
16
Calls
$1.07M
Puts
$12.8M
Net Calls
-$11.7M
Net Calls Change
-$4.95M

Top Buyers

1
SMM
Stadion Money Management
Georgia
$116M
2
Morgan Stanley
Morgan Stanley
New York
$185M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M
4
FIG
FundX Investment Group
California
$30.6M
5
Bank of America
Bank of America
North Carolina
$149M

Top Sellers

1
SAS
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.9M
3
WIM
Windhaven Investment Management
Massachusetts
$478M
4
FA
FDx Advisors
Illinois
$1.63M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECAM
151
East Coast Asset Management
Massachusetts
$339K +$7.45K +196 +2%
AT
152
Arden Trust
Delaware
$336K – – –
Chevy Chase Trust
153
Chevy Chase Trust
Maryland
$333K – – –
PWAP
154
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$329K +$6.65K +175 +2%
SS
155
Simplicity Solutions
Minnesota
$318K +$318K +8,376 New
CAM
156
Concorde Asset Management
Michigan
$311K +$311K +8,182 New
SFWA
157
Summit Financial Wealth Advisors
Louisiana
$306K +$306K +8,050 New
FAT
158
First American Trust
California
$301K +$55.6K +1,462 +23%
WA
159
WFG Advisors
Texas
$297K +$456 +12 +0.2%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$292K +$17.6K +465 +6%
NA
161
Nottingham Advisors
New York
$266K +$266K +7,000 New
WT
162
Whittier Trust
California
$260K – – –
NFG
163
Next Financial Group
Texas
$251K -$1.52M -40,100 -86%
MWP
164
MYCIO Wealth Partners
Pennsylvania
$251K – – –
BII
165
Bainco International Investors
Massachusetts
$250K – – –
US Bancorp
166
US Bancorp
Minnesota
$241K – – –
BA
167
Birinyi Associates
Connecticut
$228K -$114K -3,000 -33%
CIA
168
Choate Investment Advisors
Massachusetts
$225K +$225K +5,936 New
ICOA
169
Investment Centers of America
North Dakota
$210K +$210K +5,515 New
CG
170
Corundum Group
Colorado
$209K +$209K +5,513 New
KIA
171
KCM Investment Advisors
California
$206K +$206K +5,430 New
VWM
172
Vector Wealth Management
Minnesota
$205K +$205K +5,396 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$189K +$70.8K +1,867 +60%
FANJ
174
Financial Architects (New Jersey)
New Jersey
$172K +$62.9K +1,652 +58%
BBHC
175
Brown Brothers Harriman & Co
New York
$129K – – –
5 6
7
8 9