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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
USAA
2
United Services Automobile Association
Texas
$23.4M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.3M
4
Invesco
4
Invesco
Georgia
$242M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.9M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$35.1M
2
BTS
2
BB&T Securities
Virginia
$40.7M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
GAM
4
Gemmer Asset Management
California
$0
5
CFA
5
Carroll Financial Associates
North Carolina
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
51
Private Ocean
California
$4.94M -$112K -6,390 -2%
Goldman Sachs
52
Goldman Sachs
New York
$4.84M +$68.5K +3,895 +1%
BJ
53
Brouwer & Janachowski
California
$4.79M -$254K -14,450 -5%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$4.75M -$1.75M -99,710 -27%
PA
55
Pinnacle Associates
New York
$4.48M +$1.57M +89,375 +54%
HighTower Advisors
56
HighTower Advisors
Illinois
$4.12M +$252K +14,305 +7%
BFG
57
Bouchey Financial Group
New York
$3.94M +$171K +9,750 +5%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$3.83M – – –
BEAM
59
Baker Ellis Asset Management
Washington
$3.81M +$129K +7,350 +4%
HCC
60
Hirtle Callaghan & Co
Pennsylvania
$3.78M +$3.78M +215,000 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$3.56M +$839K +47,730 +31%
FAAM
62
First Allied Asset Management
California
$3.38M -$1.32M -75,330 -28%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$3.32M -$266K -15,155 -7%
MFP
64
Mosaic Financial Partners
California
$3.23M -$131K -7,460 -4%
BPB
65
Badgley, Phelps & Bell
Washington
$2.97M -$2.58M -146,675 -47%
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$2.87M +$1.25M +71,325 +77%
SIAS
67
Shine Investment Advisory Services
Colorado
$2.85M +$132K +7,530 +5%
BCI
68
Brinker Capital Investments
Pennsylvania
$2.81M – – –
SCA
69
Salient Capital Advisors
Texas
$2.79M +$30.3K +1,725 +1%
CA
70
Cetera Advisors
Colorado
$2.62M +$465K +26,420 +22%
FA
71
FDx Advisors
Illinois
$2.61M +$205K +11,650 +9%
CTC
72
Central Trust Company
Missouri
$2.49M -$118K -6,730 -5%
STMM
73
South Texas Money Management
Texas
$2.4M – – –
CWM
74
Concert Wealth Management
California
$2.31M +$139K +7,900 +6%
MFS
75
MSI Financial Services
Massachusetts
$2.05M +$62.5K +3,555 +3%
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3
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