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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 %
NFG
176
Next Financial Group
Texas
$191K -$58.5K -1,550 -23%
S
177
SignatureFD
Georgia
$171K +$143K +3,760 +506%
FANJ
178
Financial Architects (New Jersey)
New Jersey
$165K -$6.81K -179 -4%
FNBT
179
FineMark National Bank & Trust
Florida
$163K +$147K +3,867 +893%
PAI
180
Pittenger & Anderson Inc
Nebraska
$154K +$134K +3,518 +664%
BBHC
181
Brown Brothers Harriman & Co
New York
$129K – – –
EWM
182
Evercore Wealth Management
New York
$93K +$93K +2,465 New
RIA
183
Regal Investment Advisors
Michigan
$84K -$38.9K -1,030 -32%
WEC
184
Winslow Evans & Crocker
Massachusetts
$82.3K – – –
BRWM
185
B. Riley Wealth Management
Tennessee
$81K +$43.5K +1,150 +116%
IC
186
Intersect Capital
California
$77K +$30.4K +816 +65%
LNB
187
Ledyard National Bank
$75K – – –
CG
188
Colony Group
Massachusetts
$71K +$30.1K +794 +74%
SIA
189
Stancorp Investment Advisers
Oregon
$70K -$27.2K -716 -28%
EWM
190
Edge Wealth Management
New York
$69K – – –
TDC
191
Thompson Davis & Co
Virginia
$61K -$34.5K -917 -36%
MFBTD
192
MB Financial Bank - Trust Department
Illinois
$60K – – –
RBC
193
Roble Belko & Company
Pennsylvania
$54K +$54K +1,430 New
IF
194
Ironwood Financial
Arizona
$50K – – –
NYLIM
195
New York Life Investment Management
New York
$47K -$377 -10 -0.8%
TCOV
196
Trust Company of Vermont
Vermont
$47K – – –
GWM
197
Gupta Wealth Management
California
$44K +$44K +1,154 New
LIA
198
LS Investment Advisors
Michigan
$38K – – –
AIM
199
Advantage Investment Management
Iowa
$33K +$16K +426 +95%
PO
200
Private Ocean
California
$32K +$192 +5 +0.6%
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8
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