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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 %
Citigroup
151
Citigroup
New York
$200K +$72.2K +3,940 +57%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$178K -$19.1K -1,045 -10%
SEIA
153
Signature Estate & Investment Advisors
California
$163K -$3.11K -170 -2%
BWA
154
Burt Wealth Advisors
Maryland
$152K +$152K +8,325 New
PMFA
155
Plante Moran Financial Advisors
Michigan
$136K +$136K +7,435 New
PSI
156
Pinnacle Summer Investments
Virginia
$122K – – –
BOK
157
Bank of Kentucky
Kentucky
$117K – – –
BBHC
158
Brown Brothers Harriman & Co
New York
$110K – – –
BWFA
159
Baltimore-Washington Financial Advisors
Maryland
$101K – – –
WA
160
Waverly Advisors
Alabama
$89K – – –
LWM
161
LBA Wealth Management
Florida
$87K – – –
HDIM
162
Hanson & Doremus Investment Management
Vermont
$67K +$67K +3,650 New
NFG
163
Next Financial Group
Texas
$60K +$4.52K +245 +8%
HNB
164
Huntington National Bank
Ohio
$58K – – –
ST
165
Smithfield Trust
Pennsylvania
$32K +$2.7K +150 +9%
ASN
166
Advisory Services Network
Georgia
$29K +$29K +1,650 New
W
167
Wealthfront
California
$24K +$24K +1,300 New
RFA
168
Reilly Financial Advisors
California
$23K – – –
FWM
169
Focused Wealth Management
New York
$20K – – –
FANJ
170
Financial Architects (New Jersey)
New Jersey
$18K – – –
AIM
171
Advantage Investment Management
Iowa
$18K +$18K +1,000 New
VIA
172
Vantage Investment Advisors
Pennsylvania
$16K – – –
WTB
173
Washington Trust Bank
Washington
$4K – – –
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238 +$238 +13,010 New
4 5 6
7
8