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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 %
PSI
126
Pinnacle Summer Investments
Virginia
$123K
BOK
127
Bank of Kentucky
Kentucky
$113K +$113K +6,375 New
BBHC
128
Brown Brothers Harriman & Co
New York
$106K
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$97K
WA
130
Waverly Advisors
Alabama
$86K
Citigroup
131
Citigroup
New York
$85K
LGWM
132
Litman Gregory Wealth Management
California
$39K
LWM
133
LBA Wealth Management
Florida
$24K
RFA
134
Reilly Financial Advisors
California
$22K
FWM
135
Focused Wealth Management
New York
$20K
FANJ
136
Financial Architects (New Jersey)
New Jersey
$18K +$18K +1,000 New
VIA
137
Vantage Investment Advisors
Pennsylvania
$15K
BBPWM
138
Blue Bell Private Wealth Management
Pennsylvania
$11K +$11K +600 New
WTB
139
Washington Trust Bank
Washington
$7K
HCC
140
Hirtle Callaghan & Co
Pennsylvania
-$2.96M -175,000 Closed
DS
141
DRW Securities
Illinois
-$2.91M -172,065 Closed
PP
142
Patten & Patten
Tennessee
-$1.2M -70,660 Closed
Citadel Advisors
143
Citadel Advisors
Florida
-$485K -28,660 Closed
WS
144
Wedbush Securities
California
-$233K -13,750 Closed
UCFA
145
United Capital Financial Advisors
Texas
-$209K -12,345 Closed
BIT
146
BlackRock Institutional Trust
California
-$23K -1,360 Closed
CFS
147
Community Financial System
New York
-$21K -1,230 Closed