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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 %
MAM
101
Marquette Asset Management
Minnesota
$327K – – –
B
102
Baird
Wisconsin
$321K +$321K +19,370 New
PFG
103
Pacific Financial Group
Washington
$295K -$6.53M -394,085 -96%
FAM
104
Foothills Asset Management
Arizona
$266K +$266K +16,050 New
RP
105
Reinhart Partners
Wisconsin
$238K -$138K -8,355 -37%
FPCP
106
Fort Point Capital Partners
California
$236K +$236K +14,250 New
WS
107
Wedbush Securities
California
$228K +$228K +13,750 New
ST
108
Smithfield Trust
Pennsylvania
$224K – – –
WPP
109
Whalerock Point Partners
Rhode Island
$207K +$207K +12,480 New
ICOA
110
Investment Centers of America
North Dakota
$206K – – –
Creative Planning
111
Creative Planning
Kansas
$185K +$61K +3,685 +49%
RIA
112
Regal Investment Advisors
Michigan
$117K +$102K +6,130 +677%
PSI
113
Pinnacle Summer Investments
Virginia
$115K +$115K +6,930 New
WA
114
Waverly Advisors
Alabama
$93K – – –
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
$91K – – –
CEMP
116
Compass Efficient Model Portfolios
Tennessee
$73K -$111K -6,620 -60%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$66K +$64.5K +3,860 +4,289%
Citigroup
118
Citigroup
New York
$65K -$126K -7,580 -66%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$59K +$45.1K +2,715 +325%
LGWM
120
Litman Gregory Wealth Management
California
$37K +$37K +2,205 New
V
121
Veritable
Delaware
$33K +$33K +2,000 New
LWM
122
LBA Wealth Management
Florida
$23K +$23K +1,375 New
RFA
123
Reilly Financial Advisors
California
$21K – – –
CFS
124
Community Financial System
New York
$20K +$20K +1,230 New
FWM
125
Focused Wealth Management
New York
$18K – – –
2 3 4
5
6