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Invesco FTSE RAFI US 1000 ETF

139 hedge funds and large institutions have $1.7B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
4%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.75%
New
17
Increased
65
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$231M -$828K -46,790 -0.4%
Bank of America
2
Bank of America
North Carolina
$208M +$36.4M +2,055,475 +21%
Morgan Stanley
3
Morgan Stanley
New York
$75.9M +$14.8M +837,710 +24%
SMG
4
Spectrum Management Group
Indiana
$64.5M +$34.8M +1,964,695 +117%
SMA
5
Simply Money Advisors
Ohio
$61.7M +$15.6M +880,960 +34%
Deutsche Bank
6
Deutsche Bank
Germany
$60.3M +$59.6M +3,368,610 +8,652%
LPL Financial
7
LPL Financial
California
$53.4M +$6.82M +385,785 +15%
BTS
8
BB&T Securities
Virginia
$51.3M -$876K -4,955 -2%
U
9
UBS
Switzerland
$49.1M +$15.2M +861,275 +45%
Wells Fargo
10
Wells Fargo
California
$44.6M +$721K +40,765 +2%
CC
11
Callan Capital
California
$44.2M -$5.85M -330,790 -12%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$42M +$2.89M +163,300 +7%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$39M +$968K +54,740 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$38M -$773K -43,715 -2%
GA
15
Geller Advisors
New York
$33.1M +$3.92M +221,855 +13%
AIA
16
Arbor Investment Advisors
North Carolina
$31.7M +$929K +52,535 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$24.6M +$153K +8,675 +0.6%
OC
18
Oppenheimer & Co
New York
$24.4M +$63.5K +3,590 +0.3%
LPT
19
Legacy Private Trust
Wisconsin
$23.2M -$264K -14,925 -1%
TCB
20
Texas Capital Bancshares
Texas
$22.9M +$2.07M +117,145 +10%
CAN
21
Cetera Advisor Networks
California
$21.8M +$1.18M +66,855 +6%
RCM
22
Rivernorth Capital Management
Florida
$21.3M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$20.7M +$4.26M +240,680 +26%
BWM
24
Baystate Wealth Management
Massachusetts
$19.7M +$1.02M +57,880 +5%
CFA
25
Carroll Financial Associates
North Carolina
$19.3M +$3.01M +170,250 +18%