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Invesco FTSE RAFI US 1000 ETF

139 hedge funds and large institutions have $1.7B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
4%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.75%
New
17
Increased
65
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KL
26
Kinsight LLC
Alabama
$17.4M +$966K +54,630 +6%
OPCM
27
Osborne Partners Capital Management
California
$17.2M +$27.9K +1,580 +0.2%
DIA
28
Denver Investment Advisors
Colorado
$14.9M
SIC
29
Sigma Investment Counselors
Michigan
$14.4M +$382K +21,575 +3%
GT
30
Glenmede Trust
Pennsylvania
$14.3M +$8.1M +458,210 +132%
HCP
31
Holt Capital Partners
Texas
$14.2M +$1.75M +99,200 +14%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$13.9M +$1.36M +77,165 +11%
JWA
33
JFS Wealth Advisors
Pennsylvania
$13.5M +$1.01M +57,100 +8%
TWA
34
Tillar-Wenstrup Advisors
Ohio
$13M +$328K +18,515 +3%
WBG
35
Wharton Business Group
Pennsylvania
$12.6M +$12.6M +710,625 New
1GA
36
1st Global Advisors
Texas
$11.3M -$4.78K -270 -0%
RJA
37
Raymond James & Associates
Florida
$11M +$788K +44,560 +8%
DADC
38
D.A. Davidson & Co
Montana
$10.9M +$120K +6,760 +1%
AA
39
Ancora Advisors
Ohio
$10.3M -$45.5K -2,570 -0.4%
NCM
40
Novare Capital Management
North Carolina
$7.57M +$203K +11,450 +3%
FHB
41
First Hawaiian Bank
Hawaii
$7.53M
MIH
42
Madison Investment Holdings
Wisconsin
$6.79M +$495K +27,995 +8%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$6.74M +$42.1K +2,380 +0.6%
JFA
44
JNBA Financial Advisors
Minnesota
$6.66M -$176K -9,965 -3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$6.54M +$1.71M +96,605 +35%
MWM
46
Merriman Wealth Management
Washington
$6.48M -$93.3K -5,250 -1%
RC
47
RegentAtlantic Capital
New Jersey
$6.21M +$118K +6,665 +2%
Ameriprise
48
Ameriprise
Minnesota
$5.82M +$1.68M +95,230 +41%
BPB
49
Badgley, Phelps & Bell
Washington
$5.58M +$51.6K +2,920 +0.9%
PO
50
Private Ocean
California
$5.08M -$19.5K -1,105 -0.4%