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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 %
B
101
Baird
Wisconsin
$424K +$96.4K +5,700 +29%
HCA
102
Harbour Capital Advisors
Virginia
$423K – – –
SWM
103
SVA Wealth Management
Wisconsin
$380K – – –
MAM
104
Marquette Asset Management
Minnesota
$334K – – –
FAM
105
Foothills Asset Management
Arizona
$315K +$43.6K +2,575 +16%
GLRA
106
Gerald L. Ray & Associates
Texas
$281K +$281K +16,600 New
RFC
107
Regions Financial Corp
Alabama
$277K -$338K -20,000 -55%
EWA
108
EP Wealth Advisors
California
$256K +$256K +15,100 New
WS
109
Wedbush Securities
California
$233K – – –
ST
110
Smithfield Trust
Pennsylvania
$229K – – –
TT
111
Tower Trust
Indiana
$219K +$219K +12,950 New
WPP
112
Whalerock Point Partners
Rhode Island
$211K – – –
UCFA
113
United Capital Financial Advisors
Texas
$209K +$209K +12,345 New
ICOA
114
Investment Centers of America
North Dakota
$206K – – –
Barclays
115
Barclays
United Kingdom
$146K +$146K +8,750 New
Creative Planning
116
Creative Planning
Kansas
$134K -$55.7K -3,280 -29%
RIA
117
Regal Investment Advisors
Michigan
$119K +$85 +5 +0.1%
PSI
118
Pinnacle Summer Investments
Virginia
$118K – – –
BBHC
119
Brown Brothers Harriman & Co
New York
$102K +$102K +6,000 New
BWFA
120
Baltimore-Washington Financial Advisors
Maryland
$93K – – –
WA
121
Waverly Advisors
Alabama
$82K -$13K -770 -14%
Citigroup
122
Citigroup
New York
$81K +$15K +890 +23%
LGWM
123
Litman Gregory Wealth Management
California
$37K – – –
LWM
124
LBA Wealth Management
Florida
$23K – – –
BIT
125
BlackRock Institutional Trust
California
$23K +$23K +1,360 New
2 3 4
5
6