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Invesco S&P 500 Low Volatility ETF
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Overview Fund Activity

310 hedge funds and large institutions have $3.53B invested in Invesco S&P 500 Low Volatility ETF in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 108 reducing their positions, and 19 closing their positions.

Holders
310
Holders Change
+8
Holders Change %
+2.65%
% of All Funds
7.74%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.52%
New
30
Increased
108
Reduced
108
Closed
19
Calls
$2M
Puts
$1.69M
Net Calls
+$307K
Net Calls Change
+$5.13M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$881M
2
Invesco
2
Invesco
Georgia
$181M
3
CAG
3
Csenge Advisory Group
Florida
$6.79M
4
GA
4
Gateway Advisory
New Jersey
$77.3M
5
GFPC
5
Global Financial Private Capital
Florida
$3.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$648M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$52.1M
3
NPC
3
National Planning Corporation
California
$467K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.37M
5
WIM
5
Windhaven Investment Management
Massachusetts
$227M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$881M 19,247,070 +6,427,443 +50%
Bank of America
2
Bank of America
North Carolina
$648M 14,141,313 -2,716,837 -16%
WIM
3
Windhaven Investment Management
Massachusetts
$227M 4,949,231 -146,840 -3%
Invesco
4
Invesco
Georgia
$181M 3,948,007 +252,418 +7%
Ameriprise
5
Ameriprise
Minnesota
$131M 2,846,989 -25,946 -0.9%
UBS Group
6
UBS Group
Switzerland
$117M 2,548,126 +34,778 +1%
Wells Fargo
7
Wells Fargo
California
$114M 2,479,534 -61,546 -2%
LPL Financial
8
LPL Financial
California
$86.7M 1,893,586 -15,312 -0.8%
GA
9
Gateway Advisory
New Jersey
$77.3M 1,687,177 +85,446 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$71.1M 1,552,231 -39,236 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$52.1M 1,138,613 -418,871 -27%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$45.9M 1,001,538 +37,342 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$36.6M 800,367 +30,879 +4%
PFS
14
Prospera Financial Services
Texas
$32.7M 709,580 +15,405 +2%
LPT
15
Legacy Private Trust
Wisconsin
$29.3M 639,556 -58,380 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$28.9M 632,166 +8,754 +1%
SBL
17
Sargent Bickham Lagudis
Colorado
$27.6M 603,494 -23,734 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$27.3M 595,789 +29,841 +5%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$26.5M 572,868 +36,558 +7%
EK
20
Evensky & Katz
Florida
$24.5M 535,483 +7,299 +1%
RJA
21
Raymond James & Associates
Florida
$24.4M 533,823 +779 +0.1%
NC
22
NewSquare Capital
Pennsylvania
$23.8M 542,649 -9,158 -2%
PAG
23
Private Advisor Group
New Jersey
$22.5M 486,509 -921 -0.2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$18.1M 395,746 +17,445 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$16.8M 367,078 +13,394 +4%
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