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Invesco S&P 500 Low Volatility ETF

216 hedge funds and large institutions have $2.08B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
5.76%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
90
Reduced
66
Closed
23
Calls
$577K
Puts
$5.6M
Net Calls
-$5.02M
Net Calls Change
+$6.67M
Name Market Value Shares Shares
Change
Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$435M 11,479,408 -1,114,538 -9%
Bank of America
2
Bank of America
North Carolina
$169M 4,456,930 +518,578 +13%
Morgan Stanley
3
Morgan Stanley
New York
$168M 4,423,443 -452,557 -9%
Wells Fargo
4
Wells Fargo
California
$158M 4,157,607 -116,471 -3%
UBS Group
5
UBS Group
Switzerland
$119M 3,125,202 -366,460 -10%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$103M 2,710,800 -203,750 -7%
LPL Financial
7
LPL Financial
California
$88.8M 2,346,256 +138,372 +6%
Invesco
8
Invesco
Georgia
$79.3M 2,090,584 +298,808 +17%
FIG
9
FundX Investment Group
California
$43.7M 1,153,286 +348,294 +43%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.7M 836,185 +153,142 +22%
KWILP
11
Kiwi Wealth Investments Limited Partnership
New Zealand
$31.4M 829,086 -873,681 -51%
Ameriprise
12
Ameriprise
Minnesota
$26.4M 695,591 +130,764 +23%
HighTower Advisors
13
HighTower Advisors
Illinois
$25.4M 668,721 -121,133 -15%
GI
14
Gradient Investments
Minnesota
$24.2M 638,852 +610,392 +2,145%
BTS
15
BB&T Securities
Virginia
$23.2M 61,168 +4,488 +8%
RJA
16
Raymond James & Associates
Florida
$22.9M 605,025 +125,280 +26%
Nomura Holdings
17
Nomura Holdings
Japan
$22M 584,275 +220,800 +61%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$20.8M 548,217 +24,607 +5%
PFS
19
Prospera Financial Services
Texas
$19.2M 505,609 +120,063 +31%
NC
20
NewSquare Capital
Pennsylvania
$17.3M 455,232 +131,921 +41%
CS
21
Credit Suisse
Switzerland
$15.7M 413,721 +110,238 +36%
MFS
22
MSI Financial Services
Massachusetts
$14.9M 391,751 +211,823 +118%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$14.3M 375,745 +27,831 +8%
EK
24
Evensky & Katz
Florida
$13.7M 361,395 +5,375 +2%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$13.2M 350,421 +27,674 +9%