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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

302 hedge funds and large institutions have $3.33B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.6%
New
36
Increased
120
Reduced
89
Closed
21
Calls
$2.56M
Puts
$7.38M
Net Calls
-$4.83M
Net Calls Change
-$900K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$573M
2
Bank of America
Bank of America
North Carolina
$754M
3
MML Investors Services
MML Investors Services
Massachusetts
$69.7M
4
GA
Gateway Advisory
New Jersey
$71.6M
5
LPT
Legacy Private Trust
Wisconsin
$31.2M

Top Sellers

1
Citigroup
Citigroup
New York
$8.39M
2
WIM
Windhaven Investment Management
Massachusetts
$228M
3
Goldman Sachs
Goldman Sachs
New York
$15.2M
4
HNB
Huntington National Bank
Ohio
$11M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
201
M Holdings Securities
Oregon
$382K +$165K +3,693 +76%
AAS
202
Annex Advisory Services
Wisconsin
$378K -$20K -448 -5%
LWAC
203
Laurel Wealth Advisors (California)
California
$371K +$371K +8,305 New
DI
204
Diligent Investors
California
$356K +$6.71K +150 +2%
GWM
205
Graybill Wealth Management
Illinois
$349K -$30.4K -680 -8%
SF
206
Synovus Financial
Georgia
$348K +$293K +6,560 +532%
Prudential Financial
207
Prudential Financial
New Jersey
$335K +$335K +7,500 New
RSA
208
Robertson Stephens Advisors
California
$332K -$261K -5,824 -44%
FHC
209
First Heartland Consultants
Missouri
$329K +$10.3K +230 +3%
ECAM
210
East Coast Asset Management
Massachusetts
$322K – – –
GC
211
Gibson Capital
Pennsylvania
$320K -$168K -3,778 -34%
PWMAG
212
Pinnacle Wealth Management Advisory Group
New Jersey
$319K -$51K -1,140 -14%
WDL
213
Well Done LLC
Michigan
$319K -$1.03K -23 -0.3%
HIC
214
Holderness Investments Company
North Carolina
$319K +$403 +9 +0.1%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$317K +$8.06K +180 +3%
ACS
216
Archford Capital Strategies
Illinois
$314K -$27.1K -606 -8%
GT
217
Glenmede Trust
Pennsylvania
$314K – – –
CA
218
Clearstead Advisors
Ohio
$313K – – –
CWM
219
Concert Wealth Management
California
$310K -$73.8K -1,659 -19%
LNC
220
Lincoln National Corp
Pennsylvania
$308K -$68K -1,521 -18%
Charles Schwab
221
Charles Schwab
California
$307K -$3.27K -73 -1%
IWA
222
IBEX Wealth Advisors
New Jersey
$291K +$291K +6,526 New
PP
223
Patten & Patten
Tennessee
$289K – – –
CCMG
224
Clark Capital Management Group
Pennsylvania
$270K +$27.7K +619 +11%
BTIS
225
BB&T Investment Services
North Carolina
$266K +$84.1K +1,899 +46%
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