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Invesco FTSE RAFI US 1000 ETF

146 hedge funds and large institutions have $1.8B invested in Invesco FTSE RAFI US 1000 ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
4.24%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.73%
New
13
Increased
66
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$242M +$11.9M +674,330 +5%
Bank of America
2
Bank of America
North Carolina
$208M +$863K +49,070 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$121M +$45.8M +2,604,510 +61%
SMG
4
Spectrum Management Group
Indiana
$65.3M +$1.19M +67,590 +2%
SMA
5
Simply Money Advisors
Ohio
$60.9M -$397K -22,565 -0.6%
Deutsche Bank
6
Deutsche Bank
Germany
$60.8M +$923K +52,495 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$51.9M +$10.1M +575,245 +24%
U
8
UBS
Switzerland
$50.2M +$1.43M +81,530 +3%
Wells Fargo
9
Wells Fargo
California
$45.4M +$1.07M +61,040 +2%
CC
10
Callan Capital
California
$43.7M -$239K -13,565 -0.5%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$41.9M +$3.1M +176,185 +8%
BTS
12
BB&T Securities
Virginia
$40.7M -$10.3M -58,520 -20%
GA
13
Geller Advisors
New York
$39.5M +$6.64M +377,615 +20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35.3M -$2.46M -139,990 -7%
LPL Financial
15
LPL Financial
California
$35.1M -$17.2M -993,900 -33%
AIA
16
Arbor Investment Advisors
North Carolina
$31.1M -$446K -25,340 -1%
KL
17
Kinsight LLC
Alabama
$26.3M +$8.94M +508,565 +52%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$24.8M +$321K +18,245 +1%
OC
19
Oppenheimer & Co
New York
$24.6M +$327K +18,585 +1%
USAA
20
United Services Automobile Association
Texas
$23.4M +$23.4M +1,334,000 New
TCB
21
Texas Capital Bancshares
Texas
$23.4M +$654K +37,215 +3%
LPT
22
Legacy Private Trust
Wisconsin
$22.6M -$513K -29,200 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.5M +$881K +50,095 +4%
CAN
24
Cetera Advisor Networks
California
$21.2M -$516K -29,330 -2%
RCM
25
Rivernorth Capital Management
Florida
$21.2M