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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

129 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI US 1000 ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+25
Holders Change %
+24.04%
% of All Funds
3.75%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.76%
New
33
Increased
56
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$139M
2
GA
2
Geller Advisors
New York
$21.9M
3
OC
3
Oppenheimer & Co
New York
$22.5M
4
U
4
UBS
Switzerland
$32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$238M
2
RCM
2
Rivernorth Capital Management
Florida
$18.2M
3
FIG
3
FundX Investment Group
California
$0
4
PFG
4
Pacific Financial Group
Washington
$295K
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$238M -$10.5M -630,590 -4%
Bank of America
2
Bank of America
North Carolina
$139M +$19.2M +1,158,565 +16%
BTS
3
BB&T Securities
Virginia
$49.1M +$2.57M +15,495 +6%
Morgan Stanley
4
Morgan Stanley
New York
$48.8M +$4.59M +276,830 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.5M +$6.67M +401,895 +17%
CC
6
Callan Capital
California
$43M +$3.53M +212,690 +9%
LPL Financial
7
LPL Financial
California
$41.9M +$2.49M +150,150 +6%
SMA
8
Simply Money Advisors
Ohio
$41.7M +$2.66M +160,535 +7%
Wells Fargo
9
Wells Fargo
California
$39M +$3.68M +222,075 +10%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$33.7M +$4.11M +247,980 +14%
U
11
UBS
Switzerland
$32M +$8.07M +486,530 +34%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$30.7M +$4.43M +267,040 +17%
AIA
13
Arbor Investment Advisors
North Carolina
$28.1M +$881K +53,135 +3%
SMG
14
Spectrum Management Group
Indiana
$27.4M +$27.4M +1,649,400 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$22.9M +$1.6M +96,405 +8%
OC
16
Oppenheimer & Co
New York
$22.5M +$8.48M +511,415 +60%
GA
17
Geller Advisors
New York
$21.9M +$9.25M +557,375 +73%
LPT
18
Legacy Private Trust
Wisconsin
$20.1M -$816K -49,170 -4%
RCM
19
Rivernorth Capital Management
Florida
$18.2M -$9.75M -587,500 -35%
CAN
20
Cetera Advisor Networks
California
$17.6M -$516K -31,075 -3%
OPCM
21
Osborne Partners Capital Management
California
$16.7M -$564K -34,000 -3%
BWM
22
Baystate Wealth Management
Massachusetts
$16.5M +$1.3M +78,150 +9%
KL
23
Kinsight LLC
Alabama
$15.4M +$3.02M +182,135 +24%
TWA
24
Tillar-Wenstrup Advisors
Ohio
$13.4M +$13.4M +807,360 New
CFA
25
Carroll Financial Associates
North Carolina
$12.9M -$2.28M -137,695 -15%
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