PRF icon

Invesco FTSE RAFI US 1000 ETF

139 hedge funds and large institutions have $1.7B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
4%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.75%
New
17
Increased
65
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
101
Brown Advisory
Maryland
$510K
US Bancorp
102
US Bancorp
Minnesota
$505K
B
103
Baird
Wisconsin
$460K +$17K +960 +4%
EWM
104
Evercore Wealth Management
New York
$457K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$448K +$433K +24,465 +2,930%
HCA
106
Harbour Capital Advisors
Virginia
$442K
GLRA
107
Gerald L. Ray & Associates
Texas
$432K +$138K +7,800 +47%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$399K +$399K +22,585 New
GA
109
Geneva Advisors
Illinois
$398K -$101K -5,720 -20%
SWM
110
SVA Wealth Management
Wisconsin
$397K
PAG
111
Private Advisor Group
New Jersey
$382K +$382K +21,575 New
IAA
112
Ironsides Asset Advisors
North Carolina
$375K +$375K +21,200 New
FAM
113
Foothills Asset Management
Arizona
$367K +$38K +2,150 +12%
MAM
114
Marquette Asset Management
Minnesota
$349K
EWA
115
EP Wealth Advisors
California
$267K
RFC
116
Regions Financial Corp
Alabama
$254K -$35.4K -2,000 -12%
ST
117
Smithfield Trust
Pennsylvania
$239K
ONB
118
Old National Bancorp
Indiana
$229K +$229K +12,950 New
WPP
119
Whalerock Point Partners
Rhode Island
$220K
NPC
120
National Planning Corporation
California
$208K +$208K +11,765 New
BCM
121
Beck Capital Management
Texas
$206K +$206K +11,650 New
Barclays
122
Barclays
United Kingdom
$200K +$46.2K +2,625 +30%
Creative Planning
123
Creative Planning
Kansas
$182K +$42.2K +2,380 +30%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$167K +$167K +9,460 New
RIA
125
Regal Investment Advisors
Michigan
$125K