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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

289 hedge funds and large institutions have $2.98B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 124 reducing their positions, and 31 closing their positions.

Holders
289
Holders Change
+7
Holders Change %
+2.48%
% of All Funds
7.21%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.5%
New
40
Increased
82
Reduced
124
Closed
31
Calls
–
Puts
$3.93M
Net Calls
-$3.93M
Net Calls Change
-$3.53M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$445M
2
Bank of America
2
Bank of America
North Carolina
$657M
3
RIM
3
Rampart Investment Management
Connecticut
$12M
4
HCM
4
Hollencrest Capital Management
California
$11.8M
5
CAAS
5
Capital Asset Advisory Services
Michigan
$6.17M

Top Sellers

1
Citigroup
1
Citigroup
New York
$77.5M
2
WIM
2
Windhaven Investment Management
Massachusetts
$242M
3
Wells Fargo
3
Wells Fargo
California
$116M
4
GI
4
Glovista Investments
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$657M 15,110,926 +1,557,316 +11%
Morgan Stanley
2
Morgan Stanley
New York
$445M 10,242,662 +3,475,474 +51%
WIM
3
Windhaven Investment Management
Massachusetts
$242M 5,555,584 -651,404 -10%
Invesco
4
Invesco
Georgia
$166M 3,818,199 -280,674 -7%
Ameriprise
5
Ameriprise
Minnesota
$123M 2,830,895 -223,682 -7%
Wells Fargo
6
Wells Fargo
California
$116M 2,663,449 -618,283 -19%
UBS Group
7
UBS Group
Switzerland
$113M 2,610,159 -338,659 -11%
LPL Financial
8
LPL Financial
California
$83.2M 1,918,801 -120,605 -6%
Citigroup
9
Citigroup
New York
$77.5M 1,783,353 -2,183,001 -55%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$71.1M 1,635,851 -50,211 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$34.5M 793,067 -89,699 -10%
GA
12
Gateway Advisory
New Jersey
$33M 760,298 -50,880 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$31.8M 730,908 +42,603 +6%
PFS
14
Prospera Financial Services
Texas
$29.6M 680,206 -6,280 -0.9%
Goldman Sachs
15
Goldman Sachs
New York
$27.8M 640,106 -87,671 -12%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$25M 574,764 -21,861 -4%
NC
17
NewSquare Capital
Pennsylvania
$24.8M 569,758 -19,988 -3%
SBL
18
Sargent Bickham Lagudis
Colorado
$24.4M 560,952 +62,530 +13%
RJA
19
Raymond James & Associates
Florida
$22.7M 523,059 +7,725 +1%
EK
20
Evensky & Katz
Florida
$22.7M 520,816 +7,407 +1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$21.1M 485,942 +37,461 +8%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$20.6M 474,814 -12,868 -3%
PAG
23
Private Advisor Group
New Jersey
$20.2M 465,261 +20,905 +5%
HighTower Advisors
24
HighTower Advisors
Illinois
$15.9M 365,289 -23,767 -6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$15.6M 358,956 +92,329 +35%
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