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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 %
RIA
176
Regal Investment Advisors
Michigan
$124K – – –
SIA
177
Stancorp Investment Advisers
Oregon
$97K +$97K +2,558 New
TDC
178
Thompson Davis & Co
Virginia
$96K -$1.89K -50 -2%
WEC
179
Winslow Evans & Crocker
Massachusetts
$82.4K – – –
LNB
180
Ledyard National Bank
$75K +$75K +1,969 New
EWM
181
Edge Wealth Management
New York
$69K – – –
MFBTD
182
MB Financial Bank - Trust Department
Illinois
$60K -$60K -1,578 -50%
IF
183
Ironwood Financial
Arizona
$50K +$50K +1,310 New
NYLIM
184
New York Life Investment Management
New York
$48K +$305 +8 +0.6%
IC
185
Intersect Capital
California
$48K +$48K +1,253 New
TCOV
186
Trust Company of Vermont
Vermont
$47K – – –
CG
187
Colony Group
Massachusetts
$41K – – –
LIA
188
LS Investment Advisors
Michigan
$38K – – –
BRWM
189
B. Riley Wealth Management
Tennessee
$37K -$19.6K -524 -35%
RC
190
RegentAtlantic Capital
New Jersey
$35K +$35K +922 New
PO
191
Private Ocean
California
$32K +$116 +3 +0.4%
AA
192
Apriem Advisors
California
$30K +$8.28K +219 +38%
S
193
SignatureFD
Georgia
$28K – – –
OFS
194
Orrstown Financial Services
Pennsylvania
$23K +$23K +600 New
HCP
195
Holt Capital Partners
Texas
$23K +$23K +600 New
PAI
196
Pittenger & Anderson Inc
Nebraska
$20K – – –
DAM
197
Delta Asset Management
Tennessee
$19K -$32.3K -850 -63%
RFA
198
Reilly Financial Advisors
California
$19K – – –
CC
199
Cassaday & Co
Virginia
$19K +$19K +500 New
AIM
200
Advantage Investment Management
Iowa
$17K +$17K +450 New
6 7
8
9 10