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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.41B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3.79%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
16
Increased
69
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$164M
2
TCB
Texas Capital Bancshares
Texas
$19.9M
3
Goldman Sachs
Goldman Sachs
New York
$12.1M
4
Morgan Stanley
Morgan Stanley
New York
$58.4M
5
MWM
Merriman Wealth Management
Washington
$6.31M

Top Sellers

1
Invesco
Invesco
Georgia
$222M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$37.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
TWA
Tillar-Wenstrup Advisors
Ohio
$12.1M
5
SC
Scotia Capital
Ontario, Canada
$694K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$15.6M +$2.44M +144,225 +19%
DIA
27
Denver Investment Advisors
Colorado
$14.3M – – –
SIC
28
Sigma Investment Counselors
Michigan
$13.4M +$941K +55,610 +8%
TWA
29
Tillar-Wenstrup Advisors
Ohio
$12.1M -$1.56M -92,410 -11%
Goldman Sachs
30
Goldman Sachs
New York
$12.1M +$11.4M +671,940 +1,647%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$12M +$3.52M +207,865 +41%
JWA
32
JFS Wealth Advisors
Pennsylvania
$11.9M +$2M +118,380 +20%
HCP
33
Holt Capital Partners
Texas
$11.9M +$125K +7,375 +1%
1GA
34
1st Global Advisors
Texas
$10.8M +$639K +37,775 +6%
DADC
35
D.A. Davidson & Co
Montana
$10.3M +$1.04M +61,405 +11%
AA
36
Ancora Advisors
Ohio
$9.93M +$21.2K +1,255 +0.2%
RJA
37
Raymond James & Associates
Florida
$9.76M +$1.2M +71,090 +14%
FHB
38
First Hawaiian Bank
Hawaii
$7.21M – – –
NCM
39
Novare Capital Management
North Carolina
$7.05M +$484K +28,585 +7%
JFA
40
JNBA Financial Advisors
Minnesota
$6.54M +$235K +13,900 +4%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$6.41M -$746K -44,075 -10%
MWM
42
Merriman Wealth Management
Washington
$6.31M +$6.31M +369,545 New
MIH
43
Madison Investment Holdings
Wisconsin
$6.02M +$1.26M +74,455 +26%
GT
44
Glenmede Trust
Pennsylvania
$5.9M +$1.77M +104,650 +43%
RC
45
RegentAtlantic Capital
New Jersey
$5.83M -$237K -13,985 -4%
BPB
46
Badgley, Phelps & Bell
Washington
$5.29M +$233K +13,755 +5%
BJ
47
Brouwer & Janachowski
California
$4.98M -$68.6K -4,050 -1%
PO
48
Private Ocean
California
$4.88M -$41K -2,425 -0.8%
GAM
49
Gemmer Asset Management
California
$4.75M +$4.75M +280,510 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$4.62M +$2.19M +129,500 +90%
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