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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.87B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 96 reducing their positions, and 19 closing their positions.

Holders
212
Holders Change
-4
Holders Change %
-1.85%
% of All Funds
5.72%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
18
Increased
66
Reduced
96
Closed
19
Calls
–
Puts
$3.91M
Net Calls
-$3.91M
Net Calls Change
+$1.11M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$37.6M
2
TFA
2
Transamerica Financial Advisors
Florida
$25.7M
3
Invesco
3
Invesco
Georgia
$89.2M
4
PFS
4
Prospera Financial Services
Texas
$28.1M
5
CS
5
Credit Suisse
Switzerland
$22.9M

Top Sellers

1
FIG
1
FundX Investment Group
California
$0
2
Bank of America
2
Bank of America
North Carolina
$136M
3
LPL Financial
3
LPL Financial
California
$64M
4
GI
4
Gradient Investments
Minnesota
$6K
5
KWILP
5
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$410M 11,189,925 -289,483 -3%
Morgan Stanley
2
Morgan Stanley
New York
$153M 4,176,448 -246,995 -6%
Wells Fargo
3
Wells Fargo
California
$145M 3,955,983 -201,624 -5%
Bank of America
4
Bank of America
North Carolina
$136M 3,722,004 -734,926 -16%
UBS Group
5
UBS Group
Switzerland
$104M 2,827,414 -297,788 -10%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$94.9M 2,589,550 -121,250 -4%
Invesco
7
Invesco
Georgia
$89.2M 2,434,536 +343,952 +16%
LPL Financial
8
LPL Financial
California
$64M 1,726,912 -619,344 -26%
Goldman Sachs
9
Goldman Sachs
New York
$37.6M 1,027,099 +756,283 +279%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.8M 922,172 +85,987 +10%
PFS
11
Prospera Financial Services
Texas
$28.1M 766,973 +261,364 +52%
Ameriprise
12
Ameriprise
Minnesota
$27.2M 742,090 +46,499 +7%
TFA
13
Transamerica Financial Advisors
Florida
$25.7M 702,017 +390,989 +126%
RJA
14
Raymond James & Associates
Florida
$22.9M 625,589 +20,564 +3%
CS
15
Credit Suisse
Switzerland
$22.9M 624,309 +210,588 +51%
NC
16
NewSquare Capital
Pennsylvania
$20.6M 561,039 +105,807 +23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$20.1M 549,081 +864 +0.2%
Nomura Holdings
18
Nomura Holdings
Japan
$18.8M 516,475 -67,800 -12%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$15.3M 418,779 +201,476 +93%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.3M 417,252 +41,507 +11%
HighTower Advisors
21
HighTower Advisors
Illinois
$14.9M 407,098 -261,623 -39%
MFS
22
MSI Financial Services
Massachusetts
$14M 382,322 -9,429 -2%
EK
23
Evensky & Katz
Florida
$13.8M 377,888 +16,493 +5%
SAM
24
Securian Asset Management
Minnesota
$12.4M 339,379 +75,000 +28%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$12.2M 334,097 -16,324 -5%
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