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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.66B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 126 increasing their positions, 73 reducing their positions, and 22 closing their positions.

Holders
287
Holders Change
+24
Holders Change %
+9.13%
% of All Funds
7.67%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
50
Increased
126
Reduced
73
Closed
22
Calls
$10.3M
Puts
$11.8M
Net Calls
-$1.54M
Net Calls Change
-$1.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$384M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
Ameriprise
3
Ameriprise
Minnesota
$98.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$84.4M
5
GA
5
Gateway Advisory
New Jersey
$62.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$96.8M
2
CS
2
Credit Suisse
Switzerland
$20.4M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$171M
4
WIM
4
Windhaven Investment Management
Massachusetts
$315M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$416M 9,715,590 +2,449,594 +34%
Bank of America
2
Bank of America
North Carolina
$384M 8,969,902 +2,507,690 +39%
WIM
3
Windhaven Investment Management
Massachusetts
$315M 7,363,484 -646,854 -8%
UBS Group
4
UBS Group
Switzerland
$229M 5,350,919 +342,975 +7%
Wells Fargo
5
Wells Fargo
California
$210M 4,909,811 -30,351 -0.6%
Invesco
6
Invesco
Georgia
$188M 4,390,583 +669,321 +18%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$171M 3,989,924 -715,500 -15%
GI
8
Gradient Investments
Minnesota
$148M 3,460,319 +699,608 +25%
Ameriprise
9
Ameriprise
Minnesota
$98.6M 2,304,259 +946,663 +70%
LPL Financial
10
LPL Financial
California
$96.8M 2,251,562 -1,427,037 -39%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$84.4M 1,972,591 +895,778 +83%
GA
12
Gateway Advisory
New Jersey
$62.2M 1,439,164 +830,900 +137%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$61.9M 1,446,982 +335,413 +30%
RIM
14
Rampart Investment Management
Connecticut
$56.4M 1,317,252 -41,398 -3%
RJA
15
Raymond James & Associates
Florida
$55.1M 1,289,066 +36,643 +3%
Goldman Sachs
16
Goldman Sachs
New York
$52.7M 1,232,314 -149,711 -11%
FIG
17
FundX Investment Group
California
$47.8M 1,118,185 +1,420 +0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$45.7M 1,068,629 +215,616 +25%
MFS
19
MSI Financial Services
Massachusetts
$40.4M 945,109 +287,383 +44%
SG
20
Strid Group
Pennsylvania
$29.9M 694,610 +694,610 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$26.7M 624,851 +150,243 +32%
Lido Advisors
22
Lido Advisors
California
$26.5M 619,535 +73,570 +13%
AIA
23
Arrow Investment Advisors
Maryland
$25.7M 601,063 -29,510 -5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$24.6M 574,792 -52,180 -8%
EK
25
Evensky & Katz
Florida
$21.4M 499,142 +13,144 +3%
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