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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2.79B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
6.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.58%
New
54
Increased
100
Reduced
58
Closed
21
Calls
$851K
Puts
$4.15M
Net Calls
-$3.3M
Net Calls Change
+$1.99M

Top Buyers

1
SAS
Sage Advisory Services
Texas
$125M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$187M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$129M
4
Morgan Stanley
Morgan Stanley
New York
$227M
5
LPL Financial
LPL Financial
California
$124M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$356M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$27.8M
3
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$0
4
BCI
Brinker Capital Investments
Pennsylvania
$19.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
Optimum Investment Advisors
Illinois
$543K +$35.1K +909 +7%
KT
152
Kanaly Trust
Texas
$536K +$536K +13,895 New
Barclays
153
Barclays
United Kingdom
$531K +$531K +13,969 New
AAS
154
Annex Advisory Services
Wisconsin
$524K -$18.8K -488 -3%
CCM
155
Catawba Capital Management
Virginia
$518K -$18.9K -490 -4%
ATC
156
Argent Trust Co
Tennessee
$508K +$38.5K +1,000 +8%
CWM
157
Concert Wealth Management
California
$504K +$24.9K +640 +5%
WI
158
WBI Investments
New Jersey
$501K -$771 -20 -0.2%
AA
159
Ancora Advisors
Ohio
$471K +$38.7K +1,003 +9%
FAT
160
First American Trust
California
$442K +$64.1K +1,662 +17%
VCM
161
Versant Capital Management
Arizona
$439K +$439K +11,394 New
TF
162
Tompkins Financial
New York
$432K -$31.3K -811 -7%
AF
163
Allworth Financial
California
$428K +$6.17K +160 +1%
GC
164
Gibson Capital
Pennsylvania
$423K – – –
PWMAG
165
Pinnacle Wealth Management Advisory Group
New Jersey
$417K +$417K +10,800 New
EDRH
166
Edmond de Rothschild Holding
Switzerland
$396K -$208K -5,400 -34%
SB
167
Suntrust Banks
Georgia
$388K -$97.6K -2,594 -20%
LNC
168
Lincoln National Corp
Pennsylvania
$388K -$36.5K -989 -9%
AFP
169
Ausdal Financial Partners
Iowa
$381K +$381K +9,878 New
CG
170
Corundum Group
Colorado
$379K +$110K +2,903 +41%
PAS
171
Partnervest Advisory Services
California
$364K -$156K -4,053 -30%
GT
172
Glenmede Trust
Pennsylvania
$363K – – –
BAS
173
Brown Advisory Securities
Maryland
$357K – – –
CCP
174
Cardan Capital Partners
Colorado
$349K +$349K +9,045 New
V
175
Veritable
Delaware
$342K -$31.7K -821 -8%
5 6
7
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