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Invesco S&P 500 Low Volatility ETF

274 hedge funds and large institutions have $3.15B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 98 reducing their positions, and 33 closing their positions.

Holders
274
Holders Change
-13
Holders Change %
-4.53%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.53%
New
26
Increased
106
Reduced
98
Closed
33
Calls
$11.7M
Puts
$7.89M
Net Calls
+$3.82M
Net Calls Change
+$5.35M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$428M 10,319,645 +1,349,743 +15%
Morgan Stanley
2
Morgan Stanley
New York
$348M 8,392,511 -1,323,079 -14%
WIM
3
Windhaven Investment Management
Massachusetts
$285M 6,878,784 -484,700 -7%
Invesco
4
Invesco
Georgia
$200M 4,821,896 +431,313 +10%
UBS Group
5
UBS Group
Switzerland
$188M 4,519,334 -831,585 -16%
Wells Fargo
6
Wells Fargo
California
$181M 4,352,456 -557,355 -11%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$137M 3,295,724 -694,200 -17%
Ameriprise
8
Ameriprise
Minnesota
$127M 3,059,050 +754,791 +33%
LPL Financial
9
LPL Financial
California
$88.1M 2,166,314 -85,248 -4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$80.2M 1,933,151 -39,440 -2%
GA
11
Gateway Advisory
New Jersey
$61.9M 1,522,842 +83,678 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$57.9M 1,395,017 -51,965 -4%
MFS
13
MSI Financial Services
Massachusetts
$51.4M 1,239,293 +294,184 +31%
RJA
14
Raymond James & Associates
Florida
$50M 1,205,046 -84,020 -7%
Citigroup
15
Citigroup
New York
$48.2M 1,161,633 +1,047,142 +915%
FIG
16
FundX Investment Group
California
$36.8M 887,556 -230,629 -21%
PFS
17
Prospera Financial Services
Texas
$30.5M 735,917 +464,524 +171%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.2M 702,882 +128,090 +22%
NC
19
NewSquare Capital
Pennsylvania
$28.9M 695,586 +480,715 +224%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$28.6M 688,311 +63,460 +10%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$21.9M 528,756 -539,873 -51%
EK
22
Evensky & Katz
Florida
$20.8M 502,067 +2,925 +0.6%
PAG
23
Private Advisor Group
New Jersey
$19.9M 490,152 -6,406 -1%
CS
24
Credit Suisse
Switzerland
$19.5M 470,709 -5,041 -1%
CAN
25
Cetera Advisor Networks
California
$18.4M 442,468 +194,821 +79%