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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

216 hedge funds and large institutions have $2.08B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
5.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
90
Reduced
66
Closed
23
Calls
$577K
Puts
$5.6M
Net Calls
-$5.02M
Net Calls Change
+$6.67M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$24.2M
2
Bank of America
2
Bank of America
North Carolina
$169M
3
FIG
3
FundX Investment Group
California
$43.7M
4
Invesco
4
Invesco
Georgia
$79.3M
5
TFA
5
Transamerica Financial Advisors
Florida
$11.8M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
RIM
2
Rampart Investment Management
Connecticut
$0
3
WIM
3
Windhaven Investment Management
Massachusetts
$435M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECAM
151
East Coast Asset Management
Massachusetts
$339K – – –
JA
152
JOYN Advisors
Georgia
$326K -$28.4K -750 -8%
PWAP
153
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$326K -$1.89K -50 -0.6%
NDSI
154
Newman Dignan & Sheerar Inc
Rhode Island
$326K +$5.96K +157 +2%
NA
155
NewEdge Advisors
Louisiana
$325K +$325K +8,575 New
Northern Trust
156
Northern Trust
Illinois
$320K -$121K -3,185 -27%
DWA
157
Dorsey Wright & Associates
California
$305K -$97.4K -2,565 -24%
MC
158
Moors & Cabot
Massachusetts
$298K -$264K -6,907 -47%
FAT
159
First American Trust
California
$298K -$1.89K -50 -0.6%
KIA
160
KCM Investment Advisors
California
$273K +$66.7K +1,757 +32%
WT
161
Whittier Trust
California
$259K – – –
MWP
162
MYCIO Wealth Partners
Pennsylvania
$250K – – –
BII
163
Bainco International Investors
Massachusetts
$250K – – –
US Bancorp
164
US Bancorp
Minnesota
$241K – – –
LI
165
LVZ Inc
Michigan
$230K +$230K +6,071 New
ICOA
166
Investment Centers of America
North Dakota
$221K +$11.4K +300 +5%
CG
167
Corundum Group
Colorado
$220K +$10.8K +285 +5%
GA
168
Gateway Advisory
New Jersey
$216K +$216K +5,700 New
CC
169
Courier Capital
New York
$215K +$215K +5,675 New
BBPWM
170
Blue Bell Private Wealth Management
Pennsylvania
$213K -$406K -10,729 -66%
BA
171
Birinyi Associates
Connecticut
$209K -$19K -500 -8%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$207K -$7.53M -198,727 -97%
MCC
173
Mid Continent Capital
Illinois
$204K +$204K +5,375 New
VWM
174
Vector Wealth Management
Minnesota
$200K -$5.13K -135 -3%
HNB
175
Huntington National Bank
Ohio
$200K +$200K +5,283 New
5 6
7
8 9