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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

246 hedge funds and large institutions have $2.79B invested in Invesco S&P 500 Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 21 closing their positions.

Holders
246
Holders Change
+31
Holders Change %
+14.42%
% of All Funds
6.46%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.58%
New
54
Increased
100
Reduced
58
Closed
21
Calls
$851K
Puts
$4.15M
Net Calls
-$3.3M
Net Calls Change
+$1.99M

Top Buyers

1
SAS
1
Sage Advisory Services
Texas
$125M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$187M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$129M
4
Morgan Stanley
4
Morgan Stanley
New York
$227M
5
LPL Financial
5
LPL Financial
California
$124M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$356M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.8M
3
KWILP
3
Kiwi Wealth Investments Limited Partnership
New Zealand
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$19.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$356M 9,242,763 -1,053,318 -10%
Morgan Stanley
2
Morgan Stanley
New York
$227M 5,889,224 +1,777,275 +43%
Wells Fargo
3
Wells Fargo
California
$196M 5,093,878 +1,521,490 +43%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$187M 4,839,124 +2,890,800 +148%
Bank of America
5
Bank of America
North Carolina
$168M 4,367,330 +278,410 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$129M 3,333,670 +2,480,287 +291%
SAS
7
Sage Advisory Services
Texas
$125M 3,250,102 +3,250,102 New
LPL Financial
8
LPL Financial
California
$124M 3,248,788 +1,571,346 +94%
UBS Group
9
UBS Group
Switzerland
$100M 2,598,696 +29,397 +1%
Invesco
10
Invesco
Georgia
$98.1M 2,542,207 +146,764 +6%
GI
11
Gradient Investments
Minnesota
$80.7M 2,092,491 +625,070 +43%
RIM
12
Rampart Investment Management
Connecticut
$58.9M 1,527,829 -292 -0%
FA
13
FDx Advisors
Illinois
$46.8M 1,213,495 +1,213,495 New
Ameriprise
14
Ameriprise
Minnesota
$45.1M 1,170,141 +371,784 +47%
Goldman Sachs
15
Goldman Sachs
New York
$40.8M 1,057,202 +64,688 +7%
TFA
16
Transamerica Financial Advisors
Florida
$40.5M 1,049,650 -26,614 -2%
FIG
17
FundX Investment Group
California
$35.6M 923,026 +734,353 +389%
PFS
18
Prospera Financial Services
Texas
$33M 854,988 +73,924 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$31.3M 812,297 +493,676 +155%
RJA
20
Raymond James & Associates
Florida
$28.8M 747,715 +272,865 +57%
NC
21
NewSquare Capital
Pennsylvania
$27.8M 720,194 +49,546 +7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$27.8M 719,757 -368,640 -34%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.2M 575,919 +36,131 +7%
BCI
24
Brinker Capital Investments
Pennsylvania
$19.4M 501,687 -168,454 -25%
MFS
25
MSI Financial Services
Massachusetts
$19.2M 498,148 +111,345 +29%
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