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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

310 hedge funds and large institutions have $3.53B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+8
Holders Change %
+2.65%
% of All Funds
7.74%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.52%
New
30
Increased
108
Reduced
108
Closed
19
Calls
$2M
Puts
$1.69M
Net Calls
+$307K
Net Calls Change
+$5.13M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$881M
2
Invesco
2
Invesco
Georgia
$181M
3
GA
3
Gateway Advisory
New Jersey
$77.3M
4
GFPC
4
Global Financial Private Capital
Florida
$3.03M
5
ACM
5
AlphaStar Capital Management
North Carolina
$2.26M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$648M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$52.1M
3
HNB
3
Huntington National Bank
Ohio
$11.2M
4
NPC
4
National Planning Corporation
California
$467K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
176
Ifrah Financial Services
Arkansas
$567K -$28.9K -631 -5%
BCI
177
Brinker Capital Investments
Pennsylvania
$563K +$543K +11,850 +2,724%
FANJ
178
Financial Architects (New Jersey)
New Jersey
$558K -$18.1K -394 -3%
CA
179
Commerzbank Aktiengesellschaft
Germany
$551K +$84.2K +1,840 +18%
MRC
180
Millburn Ridgefield Corp
New York
$520K -$217K -4,734 -29%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$518K +$275 +6 +0.1%
CFA
182
Cahill Financial Advisors
Minnesota
$515K +$275 +6 +0.1%
ACS
183
Archford Capital Strategies
Illinois
$491K +$169K +3,698 +53%
NPC
184
National Planning Corporation
California
$467K -$8.77M -191,621 -95%
CWM
185
Calamos Wealth Management
Illinois
$466K -$156K -3,405 -25%
V
186
Veritable
Delaware
$458K – – –
SSWM
187
Sheets Smith Wealth Management
North Carolina
$449K +$229 +5 +0.1%
TSS
188
Two Sigma Securities
New York
$444K +$444K +9,699 New
AL
189
Aspiriant LLC
California
$441K – – –
SDWMA
190
Schneider Downs Wealth Management Advisors
Pennsylvania
$430K -$306K -6,672 -42%
ATC
191
Argent Trust Co
Tennessee
$415K – – –
FAT
192
First American Trust
California
$412K -$353K -7,709 -46%
WA
193
Waverly Advisors
Alabama
$407K +$407K +8,886 New
CG
194
CFO4Life Group
Texas
$401K +$401K +8,750 New
TCM
195
Tufton Capital Management
Maryland
$396K – – –
MHS
196
M Holdings Securities
Oregon
$392K +$870 +19 +0.2%
TRCT
197
Tower Research Capital (TRC)
New York
$386K -$411K -8,956 -52%
GT
198
Glenmede Trust
Pennsylvania
$383K +$51.7K +1,130 +16%
LWAC
199
Laurel Wealth Advisors (California)
California
$380K – – –
EDRH
200
Edmond de Rothschild Holding
Switzerland
$377K -$146K -3,200 -28%
6 7
8
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