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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 %
VFS
76
VSR Financial Services
Kansas
$2.02M +$478K +27,175 +31%
FAAS
77
First Allied Advisory Services
California
$2.01M -$1.15M -65,620 -36%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.98M -$376K -21,385 -16%
CIA
79
Choate Investment Advisors
Massachusetts
$1.78M +$1.78M +101,455 New
MCC
80
Mid Continent Capital
Illinois
$1.75M – – –
LNB
81
Ledyard National Bank
$1.64M +$702K +39,925 +75%
US Bancorp
82
US Bancorp
Minnesota
$1.6M +$1.1M +62,455 +219%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$1.54M -$55.8K -3,175 -3%
MHS
84
M Holdings Securities
Oregon
$1.48M +$144K +8,225 +11%
SI
85
SII Investments
Wisconsin
$1.39M -$35K -1,995 -2%
AC
86
Alexandria Capital
Virginia
$1.34M +$42.6K +2,425 +3%
SF
87
Synovus Financial
Georgia
$1.12M +$218K +12,405 +24%
PI
88
Placemark Investments
Illinois
$1.09M +$29K +1,650 +3%
NES
89
New England Securities
New York
$1.06M +$210K +11,945 +25%
MA
90
Montag & Associates
Georgia
$1.05M – – –
UCFA
91
United Capital Financial Advisors
Texas
$1.04M +$1.04M +59,070 New
TH
92
Timber Hill
Connecticut
$1.03M -$25.9K -1,475 -2%
Comerica Bank
93
Comerica Bank
Texas
$1.03M – – –
ALA
94
Atherton Lane Advisers
California
$1.01M +$107K +6,075 +12%
VKH
95
Virtu KCG Holdings
New York
$1.01M +$1.01M +57,160 New
SC
96
Scotia Capital
Ontario, Canada
$1M +$151K +8,600 +18%
WG
97
Welch Group
Alabama
$976K +$120K +6,825 +14%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$932K +$298K +16,945 +47%
EFS
99
Essex Financial Services
Connecticut
$888K +$208K +11,825 +31%
CNB
100
City National Bank
California
$844K +$844K +47,960 New
2 3
4
5 6