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

Top Sellers

1
Invesco
Invesco
Georgia
$238M
2
RCM
Rivernorth Capital Management
Florida
$18.2M
3
FIG
FundX Investment Group
California
$0
4
PFG
Pacific Financial Group
Washington
$295K
5
NYLIM
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.97M +$2.97M +178,935 New
WCM
52
Weston Capital Management
California
$2.71M – – –
HSBC Holdings
53
HSBC Holdings
United Kingdom
$2.47M – – –
NEPWA
54
New England Private Wealth Advisors
Massachusetts
$2.42M +$37.9K +2,285 +2%
SCA
55
Salient Capital Advisors
Texas
$2.4M +$363K +21,895 +18%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.38M -$1.61M -96,800 -40%
STMM
57
South Texas Money Management
Texas
$2.27M – – –
CWM
58
Concert Wealth Management
California
$1.84M +$62.1K +3,750 +3%
CTC
59
Central Trust Company
Missouri
$1.79M +$139K +8,400 +8%
SC
60
Scotia Capital
Ontario, Canada
$1.66M +$809K +48,775 +95%
AC
61
Alexandria Capital
Virginia
$1.54M +$1.41K +85 +0.1%
FA
62
FDx Advisors
Illinois
$1.31M +$1.31M +78,825 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$1.27M +$313K +18,885 +33%
CA
64
Cetera Advisors
Colorado
$1.26M +$235K +14,205 +23%
PP
65
Patten & Patten
Tennessee
$1.17M +$1.17M +70,505 New
TH
66
Timber Hill
Connecticut
$1.16M -$43.8K -2,640 -4%
MS
67
Madison Scottsdale
Arizona
$1.06M – – –
SSWM
68
Sheets Smith Wealth Management
North Carolina
$1.06M +$95.4K +5,750 +10%
BCI
69
Brinker Capital Investments
Pennsylvania
$1.01M +$995K +60,000 +5,581%
FAAS
70
First Allied Advisory Services
California
$1.01M +$574K +34,640 +132%
WG
71
Welch Group
Alabama
$990K – – –
MA
72
Montag & Associates
Georgia
$990K +$358K +21,550 +57%
MHS
73
M Holdings Securities
Oregon
$899K +$899K +54,225 New
MCC
74
Mid Continent Capital
Illinois
$840K -$70.1K -4,225 -8%
PI
75
Placemark Investments
Illinois
$833K -$481K -28,995 -37%
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