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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.41B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3.79%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
16
Increased
69
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$164M
2
TCB
2
Texas Capital Bancshares
Texas
$19.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
MWM
5
Merriman Wealth Management
Washington
$6.31M

Top Sellers

1
Invesco
1
Invesco
Georgia
$222M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$37.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
TWA
4
Tillar-Wenstrup Advisors
Ohio
$12.1M
5
SC
5
Scotia Capital
Ontario, Canada
$694K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$222M -$21.2M -1,252,045 -9%
Bank of America
2
Bank of America
North Carolina
$164M +$22.2M +1,309,975 +16%
Morgan Stanley
3
Morgan Stanley
New York
$58.4M +$8.64M +510,490 +17%
BTS
4
BB&T Securities
Virginia
$49.9M -$198K -1,170 -0.4%
CC
5
Callan Capital
California
$47.9M +$4.03M +237,950 +9%
LPL Financial
6
LPL Financial
California
$44.6M +$1.84M +108,550 +4%
SMA
7
Simply Money Advisors
Ohio
$44.1M +$1.56M +92,110 +4%
Wells Fargo
8
Wells Fargo
California
$42M +$2.23M +131,750 +6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$37.5M +$6.16M +363,920 +20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.1M -$9.36M -553,120 -20%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$36.4M +$2.08M +122,780 +6%
U
12
UBS
Switzerland
$32.4M -$239K -14,100 -0.7%
AIA
13
Arbor Investment Advisors
North Carolina
$29.5M +$771K +45,560 +3%
SMG
14
Spectrum Management Group
Indiana
$28.5M +$553K +32,665 +2%
GA
15
Geller Advisors
New York
$27.9M +$5.52M +326,005 +25%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$23.4M +$121K +7,140 +0.5%
OC
17
Oppenheimer & Co
New York
$23.3M +$357K +21,110 +2%
LPT
18
Legacy Private Trust
Wisconsin
$22.5M +$2M +118,155 +10%
RCM
19
Rivernorth Capital Management
Florida
$20.4M +$1.83M +108,000 +10%
TCB
20
Texas Capital Bancshares
Texas
$19.9M +$14.3M +842,210 +252%
CAN
21
Cetera Advisor Networks
California
$19.8M +$1.83M +108,140 +10%
BWM
22
Baystate Wealth Management
Massachusetts
$17.9M +$1.03M +60,985 +6%
OPCM
23
Osborne Partners Capital Management
California
$16.4M -$607K -35,880 -4%
KL
24
Kinsight LLC
Alabama
$15.8M +$72.8K +4,300 +0.5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$15.7M +$3.49M +205,930 +28%
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