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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 %
HCP
201
Holt Capital Partners
Texas
$22K – – –
FHA
202
First Horizon Advisors
Tennessee
$20K – – –
HR
203
Howe & Rusling
New York
$19K +$19K +532 New
BCM
204
Brookstone Capital Management
Illinois
$17K +$17K +464 New
VNA
205
Valley National Advisers
Pennsylvania
$15K – – –
AA
206
Apriem Advisors
California
$14K – – –
KF
207
Krilogy Financial
Missouri
$14K +$14K +400 New
PMFA
208
Plante Moran Financial Advisors
Michigan
$12K – – –
DLHL
209
Donald L. Hagan LLC
Florida
$11K +$11K +300 New
AssetMark Inc
210
AssetMark Inc
California
$10K -$73.9K -2,031 -88%
SSB
211
Sandy Spring Bank
Maryland
$10K – – –
AP
212
Atwood & Palmer
Missouri
$9K +$9K +244 New
IWM
213
Integrated Wealth Management
California
$6K – – –
TWA
214
TCI Wealth Advisors
Arizona
$6K +$6K +169 New
WAS
215
Winch Advisory Services
Wisconsin
$3K +$3K +88 New
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215 +$137 +3,808 +175%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
– -$3.88M -105,869 Closed
FA
218
FDx Advisors
Illinois
– -$1.5M -40,893 Closed
SG Americas Securities
219
SG Americas Securities
New York
– -$1.48M -40,512 Closed
Citadel Advisors
220
Citadel Advisors
Florida
– -$1.38M -37,765 Closed
NSLI
221
Nan Shan Life Insurance
Taiwan
– -$1.28M -35,000 Closed
VF
222
Virtu Financial
New York
– -$1.23M -33,430 Closed
SFWA
223
Summit Financial Wealth Advisors
Louisiana
– -$810K -22,111 Closed
Allianz Asset Management
224
Allianz Asset Management
Germany
– -$806K -22,000 Closed
VAS
225
Valicenti Advisory Services
New York
– -$802K -21,890 Closed
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