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Invesco S&P 500 Low Volatility ETF

142 hedge funds and large institutions have $1.25B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
4.61%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.39%
New
21
Increased
48
Reduced
54
Closed
21
Calls
$362K
Puts
$4.41M
Net Calls
-$4.05M
Net Calls Change
+$194M
Name Market Value Shares Shares
Change
Shares
Change %
HSBC Holdings
1
HSBC Holdings
United Kingdom
$238M 7,625,470 +6,704,810 +728%
Morgan Stanley
2
Morgan Stanley
New York
$163M 5,238,411 -617,513 -11%
Bank of America
3
Bank of America
North Carolina
$126M 4,032,954 -517,443 -11%
Wells Fargo
4
Wells Fargo
California
$105M 3,351,419 -686,703 -17%
U
5
UBS
Switzerland
$57.1M 1,829,033 +208,646 +13%
Invesco
6
Invesco
Georgia
$51.6M 1,654,483 -221,586 -12%
BTS
7
BB&T Securities
Virginia
$47.7M 152,906 -35,018 -19%
LPL Financial
8
LPL Financial
California
$43M 1,356,936 -1,158 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.1M 773,897 -273,404 -26%
PPA
10
Parametric Portfolio Associates
Washington
$23.1M 753,377 -83,098 -10%
SG Americas Securities
11
SG Americas Securities
New York
$22.6M 724,654 +568,153 +363%
Ohio Public Employees Retirement System (OPERS)
12
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.2M 678,591
RJA
13
Raymond James & Associates
Florida
$19M 608,420 -47,618 -7%
TF
14
Tompkins Financial
New York
$16.2M 519,934 +25,134 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$11.8M 377,721 -79,508 -17%
EK
16
Evensky & Katz
Florida
$11.1M 354,483 +15,093 +4%
LMIM
17
Lockheed Martin Investment Management
Maryland
$10.7M 343,000
GA
18
Geller Advisors
New York
$10.5M 337,607 +12,569 +4%
Ameriprise
19
Ameriprise
Minnesota
$10.4M 333,709 +85,981 +35%
EAM
20
Eclectica Asset Management
United Kingdom
$10.1M 322,300 +322,300 New
BCI
21
Brinker Capital Investments
Pennsylvania
$9.87M 316,282 -83,858 -21%
Goldman Sachs
22
Goldman Sachs
New York
$9.63M 308,733 +308,733 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.28M 297,347 -308,636 -51%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$8.56M 274,213 +21,948 +9%
CS
25
Credit Suisse
Switzerland
$8.46M 271,200 +32,217 +13%