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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

153 hedge funds and large institutions have $1.53B invested in Invesco S&P 500 Low Volatility ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 20 closing their positions.

Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
32
Increased
45
Reduced
57
Closed
20
Calls
$10.6M
Puts
$1.23M
Net Calls
+$9.38M
Net Calls Change
+$13.4M

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$76.6M
2
CA
2
Capital Advantage
California
$11M
3
PAG
3
Private Advisor Group
New Jersey
$7.94M
4
SAM
4
Stringer Asset Management
Tennessee
$4.78M
5
CAL
5
Capital Advisors Ltd
Ohio
$3.84M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$534M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$60.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$4.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$534M 16,103,809 -6,997,346 -30%
Morgan Stanley
2
Morgan Stanley
New York
$131M 3,956,517 -1,281,894 -24%
Bank of America
3
Bank of America
North Carolina
$115M 3,472,381 -560,573 -14%
Wells Fargo
4
Wells Fargo
California
$109M 3,297,391 -54,028 -2%
BTS
5
BB&T Securities
Virginia
$76.6M 231,059 +78,153 +51%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$60.4M 1,820,590 -5,804,880 -76%
Invesco
7
Invesco
Georgia
$58.5M 1,763,755 +109,272 +7%
U
8
UBS
Switzerland
$58.2M 1,755,677 -73,356 -4%
LPL Financial
9
LPL Financial
California
$38.9M 1,172,194 -184,742 -14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20M 601,912 -171,985 -22%
TF
11
Tompkins Financial
New York
$14.1M 426,741 -93,193 -18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.9M 389,308 +11,587 +3%
Goldman Sachs
13
Goldman Sachs
New York
$12.9M 387,897 +79,164 +26%
GA
14
Geller Advisors
New York
$12.3M 370,749 +33,142 +10%
EK
15
Evensky & Katz
Florida
$11.9M 359,922 +5,439 +2%
RJA
16
Raymond James & Associates
Florida
$11.3M 341,040 -267,380 -44%
CA
17
Capital Advantage
California
$11M 330,758 +330,758 New
Ohio Public Employees Retirement System (OPERS)
18
Ohio Public Employees Retirement System (OPERS)
Ohio
$10M 301,971 -376,620 -56%
Citigroup
19
Citigroup
New York
$9.88M 297,860 +98,553 +49%
Ameriprise
20
Ameriprise
Minnesota
$9.78M 293,039 -40,670 -12%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$9.03M 272,300 -1,913 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.1M 244,200 +73,811 +43%
PAG
23
Private Advisor Group
New Jersey
$7.94M 239,457 +239,457 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$7.93M 239,231 +1,000 +0.4%
JWM
25
Jacobus Wealth Management
Wisconsin
$7.68M 231,515 -17,410 -7%
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