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Invesco RAFI Strategic US ETF
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Overview Fund Activity

96 hedge funds and large institutions have $361M invested in Invesco RAFI Strategic US ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.29%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
26
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.3M
2
IDA
2
Intelligence Driven Advisers
California
$28.5M
3
LPL Financial
3
LPL Financial
California
$74.4M
4
BI
4
Berkeley Inc
Idaho
$5.53M
5
TF
5
Tandem Financial
Colorado
$3.41M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$0
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$14.1M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.31M
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
FWM
5
Foguth Wealth Management
Michigan
$1.48M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$74.4M 1,445,230 +149,165 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35.3M 684,623 +306,778 +81%
IDA
3
Intelligence Driven Advisers
California
$28.5M 553,625 +165,359 +43%
Osaic Holdings
4
Osaic Holdings
Arizona
$24.8M 498,919 +22,193 +5%
RBWA
5
RFG - Bristol Wealth Advisors
Massachusetts
$14.1M 273,733 -191,518 -41%
Raymond James Financial
6
Raymond James Financial
Florida
$12.9M 251,426 -833 -0.3%
MFG
7
Merit Financial Group
Georgia
$12.2M 236,620 -6,738 -3%
Goldman Sachs
8
Goldman Sachs
New York
$11.6M 226,139 – –
KAS
9
Kestra Advisory Services
Texas
$11.4M 220,557 -31,232 -12%
AWA
10
ARQ Wealth Advisors
Arizona
$10.3M 208,138 – –
LWM
11
Lighthouse Wealth Management
Ohio
$8.76M 170,065 -2,329 -1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.31M 141,984 -123,890 -47%
PWM
13
Prosperity Wealth Management
California
$6.75M 131,010 +24,037 +22%
ME
14
McIlrath & Eck
Washington
$6.65M 129,200 +7,922 +7%
MML Investors Services
15
MML Investors Services
Massachusetts
$6.31M 122,507 +27,667 +29%
IA
16
IFG Advisory
Georgia
$6.21M 120,660 +579 +0.5%
KWM
17
Kingsview Wealth Management
Oregon
$5.93M 115,203 +230 +0.2%
BI
18
Berkeley Inc
Idaho
$5.53M 107,390 +107,390 New
BFF
19
Byrne Financial Freedom
Massachusetts
$5.4M 104,932 +11,645 +12%
PA
20
PFG Advisors
Arizona
$4.79M 92,919 +7,091 +8%
GWM
21
Geneos Wealth Management
Colorado
$4.77M 92,682 -77,996 -46%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.48M 86,886 -4,620 -5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.59M 69,757 +7,414 +12%
WIA
24
World Investment Advisors
California
$3.5M 67,919 -40,200 -37%
TF
25
Tandem Financial
Colorado
$3.41M 66,181 +66,181 New
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