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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
1
Bank of America
North Carolina
$139M
2
GA
2
Geller Advisors
New York
$21.9M
3
OC
3
Oppenheimer & Co
New York
$22.5M
4
U
4
UBS
Switzerland
$32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$238M
2
RCM
2
Rivernorth Capital Management
Florida
$18.2M
3
FIG
3
FundX Investment Group
California
$0
4
PFG
4
Pacific Financial Group
Washington
$295K
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
76
Hirtle Callaghan & Co
Pennsylvania
$829K +$829K +50,000 New
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$721K +$721K +43,495 New
WAM
78
Weatherly Asset Management
California
$695K -$83 -5 -0%
MFS
79
MSI Financial Services
Massachusetts
$683K +$189K +11,400 +38%
Goldman Sachs
80
Goldman Sachs
New York
$677K -$6.64K -400 -1%
LNB
81
Ledyard National Bank
$671K -$9.62K -580 -1%
IH
82
IFC Holdings
Florida
$646K +$303K +18,345 +88%
SI
83
SII Investments
Wisconsin
$605K +$151K +9,105 +33%
RFC
84
Regions Financial Corp
Alabama
$603K +$332K +20,000 +122%
RIL
85
Rothschild Investment LLC
Illinois
$556K – – –
NES
86
New England Securities
New York
$555K -$54.6K -3,290 -9%
Deutsche Bank
87
Deutsche Bank
Germany
$550K +$550K +33,200 New
VFS
88
VSR Financial Services
Kansas
$539K +$539K +32,470 New
Brown Advisory
89
Brown Advisory
Maryland
$479K – – –
PAG
90
Private Advisor Group
New Jersey
$452K +$452K +27,250 New
EWM
91
Evercore Wealth Management
New York
$429K – – –
PA
92
Pinnacle Associates
New York
$424K +$424K +25,550 New
HCA
93
Harbour Capital Advisors
Virginia
$415K – – –
US Bancorp
94
US Bancorp
Minnesota
$414K +$21.8K +1,315 +6%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$393K +$151K +9,095 +62%
SF
96
Synovus Financial
Georgia
$391K +$391K +23,555 New
SWM
97
SVA Wealth Management
Wisconsin
$372K +$372K +22,440 New
AIG
98
American International Group
New York
$364K -$45.4K -2,735 -11%
TRCT
99
Tower Research Capital (TRC)
New York
$340K +$340K +20,495 New
GA
100
Geneva Advisors
Illinois
$329K +$97.5K +5,885 +42%
2 3
4
5 6