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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 %
WF
126
WealthTrust Fairport
Ohio
$544K +$544K +29,775 New
Brown Advisory
127
Brown Advisory
Maryland
$528K – – –
RFC
128
Regions Financial Corp
Alabama
$479K +$216K +11,815 +82%
GLRA
129
Gerald L. Ray & Associates
Texas
$475K +$27.4K +1,500 +6%
HCA
130
Harbour Capital Advisors
Virginia
$457K +$457K +25,000 New
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$441K -$15.3K -835 -3%
MCA
132
Mercer Capital Advisers
New Jersey
$425K +$425K +23,250 New
SWM
133
SVA Wealth Management
Wisconsin
$410K – – –
FAM
134
Foothills Asset Management
Arizona
$408K – – –
PAG
135
Private Advisor Group
New Jersey
$387K -$24.7K -1,350 -6%
SIG
136
Stanford Investment Group
California
$380K +$380K +20,800 New
IAA
137
Ironsides Asset Advisors
North Carolina
$376K – – –
MAM
138
Marquette Asset Management
Minnesota
$361K – – –
FIM
139
Freedom Investment Management
Connecticut
$335K +$335K +18,300 New
ONB
140
Old National Bancorp
Indiana
$295K +$58.5K +3,200 +25%
EWA
141
EP Wealth Advisors
California
$276K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$274K -$139K -7,585 -34%
Creative Planning
143
Creative Planning
Kansas
$272K -$4.11K -225 -1%
TI
144
Truepoint Inc
Ohio
$258K – – –
PA
145
Paracle Advisors
Washington
$253K +$253K +13,840 New
DCM
146
Donaldson Capital Management
Indiana
$238K +$238K +13,000 New
WPP
147
Whalerock Point Partners
Rhode Island
$228K – – –
GWS
148
Glassman Wealth Services
Virginia
$222K +$222K +12,130 New
RIA
149
Regal Investment Advisors
Michigan
$207K +$58.1K +3,175 +39%
NA
150
Nottingham Advisors
New York
$207K +$207K +11,355 New
4 5
6
7 8