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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

25 hedge funds and large institutions have $27M invested in Invesco S&P SmallCap Low Volatility ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.64M
2
Morgan Stanley
2
Morgan Stanley
New York
$7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$439K
4
UBS Group
4
UBS Group
Switzerland
$390K
5
Stifel Financial
5
Stifel Financial
Missouri
$343K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.08M
2
AIG
2
American International Group
New York
$9.07K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$687K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$784K
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7M 208,348 +73,985 +55%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.04M 179,794 +2,485 +1%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.64M 108,389 +108,389 New
GHF
4
Good Harbor Financial
Illinois
$2.32M 69,024 -9,882 -13%
LPL Financial
5
LPL Financial
California
$1.08M 32,065 -107,573 -77%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$912K 27,132 +10,043 +59%
Ameriprise
7
Ameriprise
Minnesota
$870K 25,879 -4,875 -16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$784K 23,343 -24,763 -51%
Bank of America
9
Bank of America
North Carolina
$724K 21,550 -3,906 -15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$687K 20,465 -45,092 -69%
VF
11
Virtu Financial
New York
$546K 16,261 -11,365 -41%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$439K 13,059 +13,059 New
UBS Group
13
UBS Group
Switzerland
$390K 11,601 +11,601 New
Invesco
14
Invesco
Georgia
$380K 11,317 +10,079 +814%
Stifel Financial
15
Stifel Financial
Missouri
$343K 10,217 +10,217 New
Axa
16
Axa
France
$322K 9,590 – –
PFS
17
Prospera Financial Services
Texas
$203K 6,035 +6,035 New
HF
18
Hoxton Financial
West Virginia
$171K 5,089 +5,089 New
NPC
19
National Planning Corporation
California
$92.3K 2,784 +2,784 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$61K 1,812 – –
DADC
21
D.A. Davidson & Co
Montana
$16K 500 +200 +67%
AIG
22
American International Group
New York
$9.07K 270 -59,003 -100%
Wells Fargo
23
Wells Fargo
California
$6K 189 -2,792 -94%
MFS
24
MSI Financial Services
Massachusetts
$5K 160 +25 +19%
RJA
25
Raymond James & Associates
Florida
– – -24,840 Closed
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