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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.25B invested in Invesco S&P 500 Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+37
Holders Change %
+21.02%
% of All Funds
5.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
56
Increased
91
Reduced
41
Closed
16
Calls
$1.07M
Puts
$12.8M
Net Calls
-$11.7M
Net Calls Change
-$4.95M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$133M
2
SMM
2
Stadion Money Management
Georgia
$116M
3
RIM
3
Rampart Investment Management
Connecticut
$54.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$185M
5
KWILP
5
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.9M
3
WIM
3
Windhaven Investment Management
Massachusetts
$478M
4
FA
4
FDx Advisors
Illinois
$1.63M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$478M 12,593,946 -2,569,110 -17%
Morgan Stanley
2
Morgan Stanley
New York
$185M 4,876,000 +895,905 +23%
Wells Fargo
3
Wells Fargo
California
$162M 4,274,078 +490,778 +13%
Bank of America
4
Bank of America
North Carolina
$149M 3,938,352 +717,226 +22%
UBS Group
5
UBS Group
Switzerland
$133M 3,491,662 +3,491,662 New
SMM
6
Stadion Money Management
Georgia
$116M 3,065,267 +3,065,267 New
HSBC Holdings
7
HSBC Holdings
United Kingdom
$111M 2,914,550 +664,700 +30%
LPL Financial
8
LPL Financial
California
$83.8M 2,207,884 +712,015 +48%
Invesco
9
Invesco
Georgia
$68M 1,791,776 +45,558 +3%
KWILP
10
Kiwi Wealth Investments Limited Partnership
New Zealand
$64.6M 1,702,767 +846,878 +99%
RIM
11
Rampart Investment Management
Connecticut
$54.3M 1,430,318 +1,430,318 New
FIG
12
FundX Investment Group
California
$30.6M 804,992 +804,992 New
HighTower Advisors
13
HighTower Advisors
Illinois
$30M 789,854 +665,033 +533%
Goldman Sachs
14
Goldman Sachs
New York
$27.1M 712,634 +631,303 +776%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25.9M 683,043 -4,116,153 -86%
BTS
16
BB&T Securities
Virginia
$21.5M 56,680 -66,507 -54%
Ameriprise
17
Ameriprise
Minnesota
$21.4M 564,827 +56,948 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$19.9M 523,610 +155,436 +42%
RJA
19
Raymond James & Associates
Florida
$18.2M 479,745 -260,465 -35%
PFS
20
Prospera Financial Services
Texas
$14.6M 385,546 +105,795 +38%
Nomura Holdings
21
Nomura Holdings
Japan
$13.7M 363,475 +77,200 +27%
EK
22
Evensky & Katz
Florida
$13.5M 356,020 -1,197 -0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$13.2M 347,914 +31,714 +10%
Citigroup
24
Citigroup
New York
$12.7M 333,508 +109,100 +49%
NC
25
NewSquare Capital
Pennsylvania
$12.3M 323,311 +81,949 +34%
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