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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

176 hedge funds and large institutions have $2.16B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
176
Holders Change
+9
Holders Change %
+5.39%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.38%
New
25
Increased
76
Reduced
44
Closed
15
Calls
$4K
Puts
$6.75M
Net Calls
-$6.74M
Net Calls Change
-$838K

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$214M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$168M
3
FA
3
FDx Advisors
Illinois
$60.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$31M
5
KWILP
5
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.9M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$531M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$78.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.84M
4
Wells Fargo
4
Wells Fargo
California
$132M
5
U
5
UBS
Switzerland
$68.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$531M 15,163,056 -757,607 -5%
SAS
2
Sage Advisory Services
Texas
$214M 6,126,188 +6,126,188 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$168M 4,799,196 +4,257,208 +785%
Morgan Stanley
4
Morgan Stanley
New York
$139M 3,980,095 -82,338 -2%
Wells Fargo
5
Wells Fargo
California
$132M 3,783,300 -165,287 -4%
Bank of America
6
Bank of America
North Carolina
$113M 3,221,126 -6,767 -0.2%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$78.7M 2,249,850 -392,750 -15%
U
8
UBS
Switzerland
$68.6M 1,960,428 -161,808 -8%
Invesco
9
Invesco
Georgia
$61.1M 1,746,218 -84,170 -5%
FA
10
FDx Advisors
Illinois
$60.7M 1,735,826 +1,735,826 New
LPL Financial
11
LPL Financial
California
$51.9M 1,495,869 +167,837 +13%
BTS
12
BB&T Securities
Virginia
$43.1M 123,187 +61,109 +98%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$31.8M 908,709 +660,485 +266%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$31M 887,546 +887,546 New
KWILP
15
Kiwi Wealth Investments Limited Partnership
New Zealand
$29.9M 855,889 +855,889 New
RJA
16
Raymond James & Associates
Florida
$25.9M 740,210 +489,544 +195%
Ameriprise
17
Ameriprise
Minnesota
$17.8M 507,879 +99,209 +24%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$12.9M 368,174 +8,517 +2%
EK
19
Evensky & Katz
Florida
$12.5M 357,217 +3,052 +0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$11.1M 316,200 -12,959 -4%
FAG
21
Financial Advisory Group
Texas
$10.6M 303,270 +121,076 +66%
TF
22
Tompkins Financial
New York
$10.3M 294,965 -4,622 -2%
Nomura Holdings
23
Nomura Holdings
Japan
$10M 286,275 +111,575 +64%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$9.77M 279,532 +7,829 +3%
PFS
25
Prospera Financial Services
Texas
$9.71M 279,751 +24,241 +9%
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