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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 %
AA
201
Apriem Advisors
California
$27K -$2.82K -75 -9%
FMP
202
Financial Management Professionals
Texas
$24K +$24K +632 New
HCP
203
Holt Capital Partners
Texas
$23K – – –
DAM
204
Delta Asset Management
Tennessee
$19K – – –
ASN
205
Advisory Services Network
Georgia
$19K +$11.1K +282 +140%
SEI Investments
206
SEI Investments
Pennsylvania
$17K +$9.04K +227 +114%
VNA
207
Valley National Advisers
Pennsylvania
$16K +$16K +423 New
PMFA
208
Plante Moran Financial Advisors
Michigan
$12K – – –
IWM
209
Integrated Wealth Management
California
$12K +$12K +317 New
CWM
210
Concert Wealth Management
California
$11K -$66 -92 -0.6%
SSB
211
Sandy Spring Bank
Maryland
$10K – – –
HR
212
Howe & Rusling
New York
$9K – – –
ONB
213
Old National Bancorp
Indiana
$9K +$9K +235 New
RFA
214
Reilly Financial Advisors
California
$3K -$14K -412 -82%
VC
215
Vicus Capital
Pennsylvania
$409 -$5 -136 -1%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76 -$87 -2,289 -53%
SMM
217
Stadion Money Management
Georgia
– -$116M -3,065,267 Closed
RIM
218
Rampart Investment Management
Connecticut
– -$54.3M -1,430,318 Closed
AP
219
AHL Partners
United Kingdom
– -$10.7M -282,942 Closed
TCM
220
Tuttle Capital Management
Connecticut
– -$3.71M -97,754 Closed
ACM
221
Avalon Capital Management
California
– -$2.93M -77,068 Closed
FIM
222
Freedom Investment Management
Connecticut
– -$2.53M -66,510 Closed
GC
223
Gratus Capital
Georgia
– -$2.4M -63,108 Closed
UOC
224
UBS O'Connor
Illinois
– -$2.28M -60,000 Closed
Deutsche Bank
225
Deutsche Bank
Germany
– -$1.24M -32,671 Closed
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