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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

146 hedge funds and large institutions have $1.8B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
4.24%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.73%
New
13
Increased
66
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
USAA
2
United Services Automobile Association
Texas
$23.4M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.3M
4
Invesco
4
Invesco
Georgia
$242M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$51.9M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$35.1M
2
BTS
2
BB&T Securities
Virginia
$40.7M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
GAM
4
Gemmer Asset Management
California
$0
5
CFA
5
Carroll Financial Associates
North Carolina
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
126
Credit Suisse
Switzerland
$221K +$221K +12,540 New
WPP
127
Whalerock Point Partners
Rhode Island
$219K – – –
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$205K +$205K +11,640 New
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$189K +$23.2K +1,325 +14%
SEIA
130
Signature Estate & Investment Advisors
California
$159K +$159K +9,070 New
RIA
131
Regal Investment Advisors
Michigan
$143K +$19.3K +1,100 +16%
PSI
132
Pinnacle Summer Investments
Virginia
$122K – – –
Citigroup
133
Citigroup
New York
$122K +$38.1K +2,175 +45%
BOK
134
Bank of Kentucky
Kentucky
$112K – – –
BBHC
135
Brown Brothers Harriman & Co
New York
$105K – – –
BWFA
136
Baltimore-Washington Financial Advisors
Maryland
$97K – – –
WA
137
Waverly Advisors
Alabama
$85K – – –
LWM
138
LBA Wealth Management
Florida
$84K +$59.8K +3,405 +248%
NFG
139
Next Financial Group
Texas
$53K +$53K +3,010 New
ST
140
Smithfield Trust
Pennsylvania
$29K -$212K -11,875 -88%
RFA
141
Reilly Financial Advisors
California
$22K – – –
FWM
142
Focused Wealth Management
New York
$20K – – –
FANJ
143
Financial Architects (New Jersey)
New Jersey
$18K – – –
VIA
144
Vantage Investment Advisors
Pennsylvania
$15K – – –
WTB
145
Washington Trust Bank
Washington
$3K -$3.08K -200 -51%
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$2K -$10K -500 -83%
MWM
147
Merriman Wealth Management
Washington
– -$6.48M -364,295 Closed
GAM
148
Gemmer Asset Management
California
– -$4.9M -277,105 Closed
HCA
149
Harbour Capital Advisors
Virginia
– -$442K -25,000 Closed
GA
150
Geneva Advisors
Illinois
– -$398K -22,475 Closed
3 4 5
6
7