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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

263 hedge funds and large institutions have $3.11B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
263
Holders Change
+17
Holders Change %
+6.91%
% of All Funds
7.02%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.69%
New
42
Increased
111
Reduced
72
Closed
23
Calls
$1.22M
Puts
$1.75M
Net Calls
-$524K
Net Calls Change
+$2.77M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$202M
2
Bank of America
2
Bank of America
North Carolina
$261M
3
Morgan Stanley
3
Morgan Stanley
New York
$293M
4
Invesco
4
Invesco
Georgia
$150M
5
CS
5
Credit Suisse
Switzerland
$55.9M

Top Sellers

1
SAS
1
Sage Advisory Services
Texas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44.8M
3
WIM
3
Windhaven Investment Management
Massachusetts
$323M
4
FA
4
FDx Advisors
Illinois
$1.8M
5
TFA
5
Transamerica Financial Advisors
Florida
$8.34M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$323M 8,010,338 -1,232,425 -13%
Morgan Stanley
2
Morgan Stanley
New York
$293M 7,265,996 +1,376,772 +23%
Bank of America
3
Bank of America
North Carolina
$261M 6,462,212 +2,094,882 +48%
UBS Group
4
UBS Group
Switzerland
$202M 5,007,944 +2,409,248 +93%
Wells Fargo
5
Wells Fargo
California
$199M 4,940,162 -153,716 -3%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$190M 4,705,424 -133,700 -3%
Invesco
7
Invesco
Georgia
$150M 3,721,262 +1,179,055 +46%
LPL Financial
8
LPL Financial
California
$147M 3,678,599 +429,811 +13%
GI
9
Gradient Investments
Minnesota
$111M 2,760,711 +668,220 +32%
CS
10
Credit Suisse
Switzerland
$55.9M 1,386,765 +1,013,643 +272%
Goldman Sachs
11
Goldman Sachs
New York
$55.7M 1,382,025 +324,823 +31%
Ameriprise
12
Ameriprise
Minnesota
$54.8M 1,357,596 +187,455 +16%
RIM
13
Rampart Investment Management
Connecticut
$54.8M 1,358,650 -169,179 -11%
RJA
14
Raymond James & Associates
Florida
$50.5M 1,252,423 +504,708 +68%
FIG
15
FundX Investment Group
California
$45M 1,116,765 +193,739 +21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$44.8M 1,111,569 -2,222,101 -67%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$43.4M 1,076,813 +814,157 +310%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$34.9M 864,191 +635,059 +277%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$34.4M 853,013 +133,256 +19%
MFS
20
MSI Financial Services
Massachusetts
$26.5M 657,726 +159,578 +32%
AIA
21
Arrow Investment Advisors
Maryland
$25.4M 630,573 +630,573 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$25.3M 626,972 +51,053 +9%
GA
23
Gateway Advisory
New Jersey
$24.5M 608,264 +530,276 +680%
Lido Advisors
24
Lido Advisors
California
$22M 545,965 +545,965 New
EK
25
Evensky & Katz
Florida
$19.6M 485,998 +86,801 +22%
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