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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

175 hedge funds and large institutions have $2.23B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+29
Holders Change %
+19.86%
% of All Funds
4.67%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.69%
New
36
Increased
74
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$178M
2
Morgan Stanley
2
Morgan Stanley
New York
$169M
3
USAA
3
United Services Automobile Association
Texas
$63.3M
4
Bank of America
4
Bank of America
North Carolina
$241M
5
SMG
5
Spectrum Management Group
Indiana
$92M

Top Sellers

1
Invesco
1
Invesco
Georgia
$231M
2
SMA
2
Simply Money Advisors
Ohio
$44.8M
3
BTS
3
BB&T Securities
Virginia
$30.6M
4
Jane Street
4
Jane Street
New York
$1.44M
5
DADC
5
D.A. Davidson & Co
Montana
$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
101
Pinnacle Wealth Management Advisory Group
New Jersey
$1.23M +$1.23M +67,360 New
TH
102
Timber Hill
Connecticut
$1.14M +$67.8K +3,705 +6%
CIC
103
Cutler Investment Counsel
Oregon
$1.12M +$1.12M +61,185 New
MA
104
Montag & Associates
Georgia
$1.09M – – –
SC
105
Scotia Capital
Ontario, Canada
$1.08M +$40.2K +2,200 +4%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$1.05M +$75.2K +4,110 +8%
ALA
107
Atherton Lane Advisers
California
$1.03M -$18.3K -1,000 -2%
WG
108
Welch Group
Alabama
$1.02M – – –
JPTCCM
109
J.P. Turner & Co Capital Management
Georgia
$962K +$962K +52,670 New
Northern Trust
110
Northern Trust
Illinois
$926K +$551K +30,120 +147%
CNB
111
City National Bank
California
$906K +$29.8K +1,630 +3%
SPC
112
Sigma Planning Corp
Michigan
$811K +$811K +44,335 New
CIM
113
Cambria Investment Management
California
$775K +$775K +42,405 New
M&T Bank
114
M&T Bank
New York
$761K -$113K -6,180 -13%
RDM
115
Retirement Design & Management
Connecticut
$740K +$740K +40,455 New
B
116
Baird
Wisconsin
$702K +$208K +11,395 +42%
UFA
117
US Financial Advisors
Massachusetts
$667K +$667K +36,465 New
IH
118
IFC Holdings
Florida
$644K +$7.5K +405 +1%
ICOA
119
Investment Centers of America
North Dakota
$627K -$185K -10,110 -23%
AIA
120
AIMZ Investment Advisors
California
$618K +$618K +33,800 New
WAM
121
Weatherly Asset Management
California
$602K -$27.5K -1,505 -4%
Barclays
122
Barclays
United Kingdom
$597K +$47.3K +2,600 +9%
NPC
123
National Planning Corporation
California
$596K +$38.3K +2,135 +7%
RIL
124
Rothschild Investment LLC
Illinois
$585K – – –
AF
125
Aldebaran Financial
$549K +$549K +30,000 New
3 4
5
6 7