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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

215 hedge funds and large institutions have $1.9B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 81 reducing their positions, and 22 closing their positions.

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
6.01%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.5%
New
26
Increased
69
Reduced
81
Closed
22
Calls
$331K
Puts
$5.62M
Net Calls
-$5.29M
Net Calls Change
-$1.37M

Top Buyers

1
RIM
1
Rampart Investment Management
Connecticut
$55M
2
GI
2
Gradient Investments
Minnesota
$52.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$39.1M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$24.1M
5
TFA
5
Transamerica Financial Advisors
Florida
$38.7M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$370M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$70.1M
3
CS
3
Credit Suisse
Switzerland
$6.87M
4
Wells Fargo
4
Wells Fargo
California
$128M
5
UBS Group
5
UBS Group
Switzerland
$92.4M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$370M 10,296,081 -893,844 -8%
Morgan Stanley
2
Morgan Stanley
New York
$148M 4,111,949 -64,499 -2%
Bank of America
3
Bank of America
North Carolina
$147M 4,088,920 +366,916 +10%
Wells Fargo
4
Wells Fargo
California
$128M 3,572,388 -383,595 -10%
UBS Group
5
UBS Group
Switzerland
$92.4M 2,569,299 -258,115 -9%
Invesco
6
Invesco
Georgia
$86.1M 2,395,443 -39,093 -2%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$70.1M 1,948,324 -641,226 -25%
LPL Financial
8
LPL Financial
California
$61.9M 1,677,442 -49,470 -3%
RIM
9
Rampart Investment Management
Connecticut
$55M 1,528,121 +1,528,121 New
GI
10
Gradient Investments
Minnesota
$52.8M 1,467,421 +1,467,249 +853,052%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$39.1M 1,088,397 +669,618 +160%
TFA
12
Transamerica Financial Advisors
Florida
$38.7M 1,076,264 +374,247 +53%
Goldman Sachs
13
Goldman Sachs
New York
$35.7M 992,514 -34,585 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.7M 853,383 -68,789 -7%
Ameriprise
15
Ameriprise
Minnesota
$28.7M 798,357 +56,267 +8%
PFS
16
Prospera Financial Services
Texas
$28.1M 781,064 +14,091 +2%
NC
17
NewSquare Capital
Pennsylvania
$24.1M 670,648 +109,609 +20%
BCI
18
Brinker Capital Investments
Pennsylvania
$24.1M 670,141 +462,299 +222%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$19.4M 539,788 -9,293 -2%
RJA
20
Raymond James & Associates
Florida
$17.1M 474,850 -150,739 -24%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$16.2M 450,969 +33,717 +8%
Nomura Holdings
22
Nomura Holdings
Japan
$16.1M 449,900 -66,575 -13%
EK
23
Evensky & Katz
Florida
$14M 388,189 +10,301 +3%
MFS
24
MSI Financial Services
Massachusetts
$13.9M 386,803 +4,481 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$13.8M 384,977 -22,121 -5%
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