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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

167 hedge funds and large institutions have $1.67B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
4.8%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
26
Increased
68
Reduced
44
Closed
9
Calls
$2.04M
Puts
$7.95M
Net Calls
-$5.9M
Net Calls Change
-$13.7M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$141M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$94.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$145M
4
U
4
UBS
Switzerland
$75.5M
5
Bank of America
5
Bank of America
North Carolina
$115M

Top Sellers

1
GA
1
Geller Advisors
New York
$4.41M
2
WIM
2
Windhaven Investment Management
Massachusetts
$566M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.9M
4
FAAM
4
First Allied Asset Management
California
$8.08M
5
JG
5
Jefferies Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$566M 15,920,663 -237,152 -1%
Morgan Stanley
2
Morgan Stanley
New York
$145M 4,062,433 +457,554 +13%
Wells Fargo
3
Wells Fargo
California
$141M 3,948,587 +1,199,293 +44%
Bank of America
4
Bank of America
North Carolina
$115M 3,227,893 +353,086 +12%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$94.1M 2,642,600 +683,300 +35%
U
6
UBS
Switzerland
$75.5M 2,122,236 +381,825 +22%
Invesco
7
Invesco
Georgia
$65.1M 1,830,388 +118,942 +7%
LPL Financial
8
LPL Financial
California
$47.3M 1,328,032 -34,074 -3%
BTS
9
BB&T Securities
Virginia
$22.1M 62,078 +3,587 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.3M 541,988 +4,697 +0.9%
Ameriprise
11
Ameriprise
Minnesota
$14.5M 408,670 +87,276 +27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.8M 359,657 +9,872 +3%
EK
13
Evensky & Katz
Florida
$12.7M 354,165 -7,273 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$11.7M 329,159 -3,739 -1%
AIG
15
American International Group
New York
$11.2M 315,314 +79,631 +34%
TF
16
Tompkins Financial
New York
$10.7M 299,587 -59,537 -17%
Goldman Sachs
17
Goldman Sachs
New York
$9.9M 278,056 -141,040 -34%
NEPWA
18
New England Private Wealth Advisors
Massachusetts
$9.67M 271,703 +6,528 +2%
SAM
19
Securian Asset Management
Minnesota
$9.41M 264,379 – –
PFS
20
Prospera Financial Services
Texas
$9.09M 255,510 +45,771 +22%
RJA
21
Raymond James & Associates
Florida
$8.92M 250,666 +64,901 +35%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.83M 248,224 -39,454 -14%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$8.3M 233,316 -5,915 -2%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.25M 231,823 – –
FAAM
25
First Allied Asset Management
California
$8.08M 227,408 -131,098 -37%
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