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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

129 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI US 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+25
Holders Change %
+24.04%
% of All Funds
3.75%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.76%
New
33
Increased
56
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$139M
2
GA
2
Geller Advisors
New York
$21.9M
3
OC
3
Oppenheimer & Co
New York
$22.5M
4
U
4
UBS
Switzerland
$32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$238M
2
RCM
2
Rivernorth Capital Management
Florida
$18.2M
3
FIG
3
FundX Investment Group
California
$0
4
PFG
4
Pacific Financial Group
Washington
$295K
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
Sigma Investment Counselors
Michigan
$12.2M +$331K +19,945 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$12M +$1.2M +72,360 +11%
HCP
28
Holt Capital Partners
Texas
$11.5M +$11.5M +694,175 New
1GA
29
1st Global Advisors
Texas
$9.99M -$47.1K -2,840 -0.5%
JWA
30
JFS Wealth Advisors
Pennsylvania
$9.72M +$1.39M +83,690 +17%
AA
31
Ancora Advisors
Ohio
$9.71M -$43.2K -2,605 -0.4%
DADC
32
D.A. Davidson & Co
Montana
$9.12M +$1.83M +110,530 +25%
RJA
33
Raymond James & Associates
Florida
$8.38M +$3.16M +190,410 +60%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$8.34M +$1.72M +103,785 +26%
FHB
35
First Hawaiian Bank
Hawaii
$7.07M -$168K -10,130 -2%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$7.01M +$359K +21,650 +5%
NCM
37
Novare Capital Management
North Carolina
$6.43M +$251K +15,160 +4%
JFA
38
JNBA Financial Advisors
Minnesota
$6.18M +$483K +29,115 +8%
RC
39
RegentAtlantic Capital
New Jersey
$5.94M +$862K +51,995 +17%
TCB
40
Texas Capital Bancshares
Texas
$5.54M +$5.54M +334,095 New
BPB
41
Badgley, Phelps & Bell
Washington
$4.96M +$4.96M +298,680 New
BJ
42
Brouwer & Janachowski
California
$4.95M +$4.95M +298,455 New
PO
43
Private Ocean
California
$4.82M +$4.82M +290,550 New
MIH
44
Madison Investment Holdings
Wisconsin
$4.67M +$302K +18,205 +7%
GT
45
Glenmede Trust
Pennsylvania
$4.04M +$344K +20,725 +9%
BFG
46
Bouchey Financial Group
New York
$3.77M +$3.77M +227,820 New
Ameriprise
47
Ameriprise
Minnesota
$3.66M +$1.39M +83,390 +61%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.41M +$303K +18,245 +10%
BEAM
49
Baker Ellis Asset Management
Washington
$3.05M +$471K +28,400 +18%
MFP
50
Mosaic Financial Partners
California
$3.04M +$131K +7,915 +5%
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