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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 %
FAAM
51
First Allied Asset Management
California
$4.57M +$4.57M +270,095 New
Ameriprise
52
Ameriprise
Minnesota
$3.98M +$260K +15,390 +7%
BFG
53
Bouchey Financial Group
New York
$3.84M -$15.2K -900 -0.4%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$3.72M +$3.72M +217,905 New
HighTower Advisors
55
HighTower Advisors
Illinois
$3.63M +$150K +8,835 +4%
BEAM
56
Baker Ellis Asset Management
Washington
$3.51M +$401K +23,675 +13%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.3M +$3.29M +194,270 +26,431%
MFP
58
Mosaic Financial Partners
California
$3.24M +$144K +8,505 +5%
HCC
59
Hirtle Callaghan & Co
Pennsylvania
$2.96M +$2.12M +125,000 +250%
DS
60
DRW Securities
Illinois
$2.91M +$2.91M +172,065 New
FAAS
61
First Allied Advisory Services
California
$2.79M +$1.75M +103,760 +170%
SCA
62
Salient Capital Advisors
Texas
$2.73M +$279K +16,500 +11%
BCI
63
Brinker Capital Investments
Pennsylvania
$2.71M +$1.67M +98,925 +162%
NEPWA
64
New England Private Wealth Advisors
Massachusetts
$2.47M +$762 +45 +0%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$2.39M +$1.1M +65,030 +85%
STMM
66
South Texas Money Management
Texas
$2.31M – – –
FA
67
FDx Advisors
Illinois
$2.3M +$969K +57,235 +73%
CTC
68
Central Trust Company
Missouri
$2M +$171K +10,110 +9%
MCC
69
Mid Continent Capital
Illinois
$1.96M +$1.1M +65,000 +128%
CWM
70
Concert Wealth Management
California
$1.86M -$5.03K -300 -0.3%
MFS
71
MSI Financial Services
Massachusetts
$1.84M +$1.14M +67,635 +164%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$1.78M -$740K -43,750 -29%
CA
73
Cetera Advisors
Colorado
$1.56M +$276K +16,355 +21%
SSWM
74
Sheets Smith Wealth Management
North Carolina
$1.54M +$456K +26,935 +42%
AC
75
Alexandria Capital
Virginia
$1.53M -$42.5K -2,510 -3%
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