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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

150 hedge funds and large institutions have $1.47B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 19 closing their positions.

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
55
Closed
19
Calls
$14.1M
Puts
$6.34M
Net Calls
+$7.78M
Net Calls Change
-$1.6M

Top Buyers

1
FAAM
1
First Allied Asset Management
California
$12.2M
2
SAM
2
Securian Asset Management
Minnesota
$9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.79M
4
LPL Financial
4
LPL Financial
California
$46.4M
5
QA
5
Quantitative Advantage
Minnesota
$5.38M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$19.9M
2
Bank of America
2
Bank of America
North Carolina
$97.8M
3
Wells Fargo
3
Wells Fargo
California
$93.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
CA
5
Capital Advantage
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$544M 16,157,815 +54,006 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$123M 3,604,879 -351,638 -9%
Bank of America
3
Bank of America
North Carolina
$97.8M 2,874,807 -597,574 -17%
Wells Fargo
4
Wells Fargo
California
$93.6M 2,749,294 -548,097 -17%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$66.7M 1,959,300 +138,710 +8%
U
6
UBS
Switzerland
$59.2M 1,740,411 -15,266 -0.9%
Invesco
7
Invesco
Georgia
$58.2M 1,711,446 -52,309 -3%
LPL Financial
8
LPL Financial
California
$46.4M 1,362,106 +189,912 +16%
BTS
9
BB&T Securities
Virginia
$19.9M 58,491 -172,568 -75%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M 537,291 -64,621 -11%
Goldman Sachs
11
Goldman Sachs
New York
$14.3M 419,096 +31,199 +8%
GA
12
Geller Advisors
New York
$12.7M 373,103 +2,354 +0.6%
EK
13
Evensky & Katz
Florida
$12.3M 361,438 +1,516 +0.4%
TF
14
Tompkins Financial
New York
$12.2M 359,124 -67,617 -16%
FAAM
15
First Allied Asset Management
California
$12.2M 358,506 +345,191 +2,592%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.9M 349,785 -39,523 -10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$11.3M 332,898 +88,698 +36%
Ameriprise
18
Ameriprise
Minnesota
$10.9M 321,394 +28,355 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.79M 287,678 +210,298 +272%
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$9.02M 265,175 -7,125 -3%
SAM
21
Securian Asset Management
Minnesota
$9M 264,379 +246,379 +1,369%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$8.14M 239,231 – –
AIG
23
American International Group
New York
$8.02M 235,683 +46,952 +25%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.89M 231,823 -70,148 -23%
JWM
25
Jacobus Wealth Management
Wisconsin
$7.88M 231,515 – –
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