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Invesco S&P 500 Low Volatility ETF

282 hedge funds and large institutions have $2.95B invested in Invesco S&P 500 Low Volatility ETF in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 123 reducing their positions, and 42 closing their positions.

Holders
282
Holders Change
+8
Holders Change %
+2.92%
% of All Funds
7.06%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.53%
New
54
Increased
65
Reduced
123
Closed
42
Calls
$2.04M
Puts
$2.44M
Net Calls
-$399K
Net Calls Change
-$4.21M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$564M 13,553,610 +3,233,965 +31%
Morgan Stanley
2
Morgan Stanley
New York
$281M 6,767,188 -1,625,323 -19%
WIM
3
Windhaven Investment Management
Massachusetts
$258M 6,206,988 -671,796 -10%
Invesco
4
Invesco
Georgia
$170M 4,098,873 -723,023 -15%
Citigroup
5
Citigroup
New York
$165M 3,966,354 +2,804,721 +241%
Wells Fargo
6
Wells Fargo
California
$136M 3,281,732 -1,070,724 -25%
Ameriprise
7
Ameriprise
Minnesota
$127M 3,054,577 -4,473 -0.1%
UBS Group
8
UBS Group
Switzerland
$123M 2,948,818 -1,570,516 -35%
LPL Financial
9
LPL Financial
California
$84.9M 2,039,406 -126,908 -6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$70.1M 1,686,062 -247,089 -13%
MFS
11
MSI Financial Services
Massachusetts
$51.6M 1,240,294 +1,001 +0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$36.7M 882,766 -512,251 -37%
GA
13
Gateway Advisory
New Jersey
$33.7M 811,178 -711,664 -47%
Goldman Sachs
14
Goldman Sachs
New York
$30.3M 727,777 +401,063 +123%
PFS
15
Prospera Financial Services
Texas
$28.7M 686,486 -49,431 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$28.6M 688,305 -14,577 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$24.8M 596,625 -91,686 -13%
NC
18
NewSquare Capital
Pennsylvania
$24.5M 589,746 -105,840 -15%
RJA
19
Raymond James & Associates
Florida
$21.4M 515,334 -689,712 -57%
EK
20
Evensky & Katz
Florida
$21.3M 513,409 +11,342 +2%
GI
21
Glovista Investments
New Jersey
$21.1M 508,230 +508,230 New
SBL
22
Sargent Bickham Lagudis
Colorado
$20.7M 498,422 +489,447 +5,453%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$20.3M 487,682 -41,074 -8%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$18.6M 448,481 +72,950 +19%
PAG
25
Private Advisor Group
New Jersey
$18.5M 444,356 -45,796 -9%