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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 %
Bank of America
1
Bank of America
North Carolina
$241M +$25.2M +1,380,765 +12%
Invesco
2
Invesco
Georgia
$231M -$20.6M -1,123,960 -8%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$178M +$124M +6,774,710 +230%
Morgan Stanley
4
Morgan Stanley
New York
$169M +$42.8M +2,342,670 +34%
SMG
5
Spectrum Management Group
Indiana
$92M +$24.1M +1,316,685 +35%
Deutsche Bank
6
Deutsche Bank
Germany
$66.2M +$2.93M +160,395 +5%
USAA
7
United Services Automobile Association
Texas
$63.3M +$38.9M +2,128,500 +160%
UBS Group
8
UBS Group
Switzerland
$57.8M +$57.8M +3,159,950 New
Wells Fargo
9
Wells Fargo
California
$49.6M +$2.31M +126,350 +5%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$47.2M +$3.59M +196,535 +8%
CC
11
Callan Capital
California
$46.3M +$778K +42,565 +2%
GA
12
Geller Advisors
New York
$45.3M +$4.19M +229,105 +10%
SMA
13
Simply Money Advisors
Ohio
$44.8M -$18.5M -1,013,510 -29%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35.8M -$842K -46,045 -2%
KL
15
Kinsight LLC
Alabama
$35.3M +$7.98M +436,370 +29%
LPL Financial
16
LPL Financial
California
$34.8M -$2.25M -122,885 -6%
AIA
17
Arbor Investment Advisors
North Carolina
$31.9M -$447K -24,440 -1%
WBG
18
Wharton Business Group
Pennsylvania
$30.6M +$12.1M +663,750 +66%
BTS
19
BB&T Securities
Virginia
$30.6M -$11.7M -64,070 -28%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$27.1M +$1.24M +67,650 +5%
OC
21
Oppenheimer & Co
New York
$26M +$390K +21,350 +2%
CIA
22
Choate Investment Advisors
Massachusetts
$25.9M +$24M +1,314,725 +1,296%
TCB
23
Texas Capital Bancshares
Texas
$24.7M +$376K +20,535 +2%
CAN
24
Cetera Advisor Networks
California
$24.7M +$2.61M +142,695 +12%
LPT
25
Legacy Private Trust
Wisconsin
$24M +$501K +27,395 +2%
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