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Invesco S&P SmallCap Low Volatility ETF
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Overview Fund Activity

39 hedge funds and large institutions have $62M invested in Invesco S&P SmallCap Low Volatility ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.47M
3
UBS Group
3
UBS Group
Switzerland
$4.2M
4
LPL Financial
4
LPL Financial
California
$2.98M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.38M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
AI
2
Atria Investments
North Carolina
$0
3
Invesco
3
Invesco
Georgia
$1.36M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$701K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$735K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.1M 537,413 +537,413 New
Morgan Stanley
2
Morgan Stanley
New York
$8.38M 248,237 +39,791 +19%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.44M 190,857 +28,070 +17%
Stifel Financial
4
Stifel Financial
Missouri
$5.47M 161,942 +147,084 +990%
UBS Group
5
UBS Group
Switzerland
$4.2M 124,538 +62,980 +102%
LPL Financial
6
LPL Financial
California
$2.98M 89,210 +49,479 +125%
Bank of America
7
Bank of America
North Carolina
$2.29M 67,745 +27,504 +68%
Goldman Sachs
8
Goldman Sachs
New York
$1.91M 56,530 – –
Ameriprise
9
Ameriprise
Minnesota
$1.47M 43,396 +6,563 +18%
Invesco
10
Invesco
Georgia
$1.36M 40,275 -4,352 -10%
Jane Street
11
Jane Street
New York
$1.03M 30,511 +30,511 New
EC
12
Estate Counselors
Wisconsin
$832K 24,650 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$773K 22,906 +638 +3%
HNB
14
Huntington National Bank
Ohio
– – – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$735K 21,766 -582 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$701K 20,778 -598 -3%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$692K 20,531 +4,137 +25%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$671K 19,890 +11,245 +130%
VFS
19
VSR Financial Services
Kansas
$667K 19,765 +5,632 +40%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$408K 12,099 +12,099 New
MFS
21
MSI Financial Services
Massachusetts
$401K 11,871 +11,643 +5,107%
AWMS
22
Advocacy Wealth Management Services
Georgia
$366K 10,837 +10,837 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$273K 8,092 +5,243 +184%
Brown Advisory
24
Brown Advisory
Maryland
$248K 7,338 – –
NPC
25
National Planning Corporation
California
$213K 6,664 +6,664 New
1
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