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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
6.01%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.5%
New
26
Increased
69
Reduced
81
Closed
22
Calls
$331K
Puts
$5.62M
Net Calls
-$5.29M
Net Calls Change
-$1.37M

Top Buyers

1
RIM
Rampart Investment Management
Connecticut
$55M
2
GI
Gradient Investments
Minnesota
$52.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$39.1M
4
BCI
Brinker Capital Investments
Pennsylvania
$24.1M
5
TFA
Transamerica Financial Advisors
Florida
$38.7M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$370M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$70.1M
3
CS
Credit Suisse
Switzerland
$6.87M
4
Wells Fargo
Wells Fargo
California
$128M
5
UBS Group
UBS Group
Switzerland
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
176
Regal Investment Advisors
Michigan
$142K +$133K +3,695 +1,438%
EWM
177
Edge Wealth Management
New York
$121K – – –
SEI Investments
178
SEI Investments
Pennsylvania
$114K +$102K +2,835 +886%
BBHC
179
Brown Brothers Harriman & Co
New York
$103K – – –
FNBT
180
FineMark National Bank & Trust
Florida
$101K – – –
QAM
181
QCI Asset Management
New York
$97K +$97K +2,688 New
NFG
182
Next Financial Group
Texas
$90K -$42.7K -1,200 -32%
EWM
183
Evercore Wealth Management
New York
$89K – – –
WEC
184
Winslow Evans & Crocker
Massachusetts
$78K – – –
LNB
185
Ledyard National Bank
$71K – – –
TDC
186
Thompson Davis & Co
Virginia
$58K -$47.3K -1,320 -45%
RBC
187
Roble Belko & Company
Pennsylvania
$51K – – –
NYLIM
188
New York Life Investment Management
New York
$50K +$20.7K +581 +71%
W
189
Wealthfront
California
$46K +$46K +1,269 New
TCOV
190
Trust Company of Vermont
Vermont
$45K – – –
IF
191
Ironwood Financial
Arizona
$44K – – –
S
192
SignatureFD
Georgia
$43K – – –
CG
193
Colony Group
Massachusetts
$39K – – –
LIA
194
LS Investment Advisors
Michigan
$36K – – –
ASN
195
Advisory Services Network
Georgia
$31K +$9.76K +272 +46%
PO
196
Private Ocean
California
$30K +$178 +5 +0.6%
SSG
197
Summit Securities Group
New York
$29K +$29K +800 New
GWM
198
Gupta Wealth Management
California
$28K -$14K -385 -33%
CLOS
199
Compagnie Lombard Odier SCmA
Switzerland
$28K +$28K +769 New
FMP
200
Financial Management Professionals
Texas
$23K – – –
6 7
8
9 10