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Invesco FTSE RAFI US 1000 ETF

146 hedge funds and large institutions have $1.8B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
4.24%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.73%
New
13
Increased
66
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
26
Baystate Wealth Management
Massachusetts
$20.9M +$1.23M +69,955 +6%
WBG
27
Wharton Business Group
Pennsylvania
$17.7M +$5.23M +297,400 +42%
OPCM
28
Osborne Partners Capital Management
California
$17.7M +$568K +32,320 +3%
CFA
29
Carroll Financial Associates
North Carolina
$15.3M -$4.52M -249,285 -23%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$14.9M +$1.08M +61,450 +8%
SIC
31
Sigma Investment Counselors
Michigan
$14.9M +$657K +37,390 +5%
DIA
32
Denver Investment Advisors
Colorado
$14.8M
HSBC Holdings
33
HSBC Holdings
United Kingdom
$14.3M +$12.5M +710,085 +676%
JWA
34
JFS Wealth Advisors
Pennsylvania
$14.2M +$807K +45,915 +6%
HCP
35
Holt Capital Partners
Texas
$14M -$88.8K -5,050 -0.6%
GT
36
Glenmede Trust
Pennsylvania
$13.1M -$1.08M -61,460 -8%
TWA
37
Tillar-Wenstrup Advisors
Ohio
$12.9M +$43.4K +2,470 +0.3%
RJA
38
Raymond James & Associates
Florida
$11.3M +$416K +23,660 +4%
DADC
39
D.A. Davidson & Co
Montana
$11.2M +$308K +17,530 +3%
1GA
40
1st Global Advisors
Texas
$11.1M -$189K -10,770 -2%
AA
41
Ancora Advisors
Ohio
$10.3M
NCM
42
Novare Capital Management
North Carolina
$7.77M +$241K +13,700 +3%
Jane Street
43
Jane Street
New York
$7.66M +$5.78M +328,905 +308%
FHB
44
First Hawaiian Bank
Hawaii
$7.05M -$440K -24,995 -6%
Ameriprise
45
Ameriprise
Minnesota
$6.9M +$1.1M +62,550 +19%
MIH
46
Madison Investment Holdings
Wisconsin
$6.68M -$72.6K -4,130 -1%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$6.67M -$30.4K -1,730 -0.5%
JFA
48
JNBA Financial Advisors
Minnesota
$6.56M -$58.9K -3,350 -0.9%
AIG
49
American International Group
New York
$6.21M +$2.82M +160,405 +83%
RC
50
RegentAtlantic Capital
New Jersey
$6.15M -$19.8K -1,125 -0.3%