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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

142 hedge funds and large institutions have $1.92B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q2 according to their latest regulatory filings, with 142 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
142
Holders Change
+142
Holders Change %
–
% of All Funds
4.64%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
%
% of All Funds
0.36%
New
142
Increased
–
Reduced
–
Closed
–
Calls
$392K
Puts
$198M
Net Calls
-$198M
Net Calls Change
-$198M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$741M
2
Morgan Stanley
2
Morgan Stanley
New York
$182M
3
Bank of America
3
Bank of America
North Carolina
$142M
4
Wells Fargo
4
Wells Fargo
California
$126M
5
Invesco
5
Invesco
Georgia
$58.4M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$741M 23,772,273 +23,772,273 New
Morgan Stanley
2
Morgan Stanley
New York
$182M 5,855,924 +5,855,924 New
Bank of America
3
Bank of America
North Carolina
$142M 4,550,397 +4,550,397 New
Wells Fargo
4
Wells Fargo
California
$126M 4,038,122 +4,038,122 New
Invesco
5
Invesco
Georgia
$58.4M 1,876,069 +1,876,069 New
3AM
6
3D Asset Management
Connecticut
$55M 1,765,741 +1,765,741 New
RIG
7
RiverFront Investment Group
Virginia
$51.2M 1,644,976 +1,644,976 New
U
8
UBS
Switzerland
$50.4M 1,620,387 +1,620,387 New
LPL Financial
9
LPL Financial
California
$42.3M 1,358,094 +1,358,094 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.6M 1,047,301 +1,047,301 New
HSBC Holdings
11
HSBC Holdings
United Kingdom
$28.7M 920,660 +920,660 New
PPA
12
Parametric Portfolio Associates
Washington
$26M 836,475 +836,475 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$22.6M 727,332 +727,332 New
Ohio Public Employees Retirement System (OPERS)
14
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.1M 678,591 +678,591 New
RJA
15
Raymond James & Associates
Florida
$20.4M 656,038 +656,038 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$18.9M 605,983 +605,983 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$18.6M 597,323 +597,323 New
TF
18
Tompkins Financial
New York
$15.4M 494,800 +494,800 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.2M 457,229 +457,229 New
Citigroup
20
Citigroup
New York
$13.9M 445,967 +445,967 New
BCI
21
Brinker Capital Investments
Pennsylvania
$12.5M 400,140 +400,140 New
LMIM
22
Lockheed Martin Investment Management
Maryland
$10.7M 343,000 +343,000 New
EK
23
Evensky & Katz
Florida
$10.6M 339,390 +339,390 New
GA
24
Geller Advisors
New York
$10.1M 325,038 +325,038 New
KIM
25
Karpus Investment Management
New York
$9.08M 291,721 +291,721 New
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