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Invesco RAFI Strategic US ETF

104 hedge funds and large institutions have $509M invested in Invesco RAFI Strategic US ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

4% more funds holding

Funds holding: 100104 (+4)

2% more capital invested

Capital invested by funds: $500M → $509M (+$8.85M)

0.59% more ownership

Funds ownership: 71.74%72.32% (+0.59%)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
13
Increased
37
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$87.3M -$30.4K -514 -0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$52.1M +$5.11M +86,376 +11%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$40.6M +$1.99M +33,563 +5%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$39.1M +$249K +4,211 +0.6%
IDA
5
Intelligence Driven Advisers
California
$31.9M -$6.67M -112,711 -17%
Osaic Holdings
6
Osaic Holdings
Arizona
$26M -$2.71M -45,768 -9%
KAS
7
Kestra Advisory Services
Texas
$15.7M +$972K +16,427 +6%
HAG
8
HighPoint Advisor Group
Illinois
$15.6M -$4.73M -79,907 -23%
MFG
9
Merit Financial Group
Georgia
$14.2M +$294K +4,965 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$13.9M -$1.06M -17,994 -7%
BI
11
Berkeley Inc
Idaho
$12.5M +$3.28M +55,497 +34%
BPA
12
Beacon Pointe Advisors
California
$12M +$1.61M +27,258 +15%
AWA
13
ARQ Wealth Advisors
Arizona
$11.8M +$387K +6,533 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$11.4M +$3.6M +60,866 +45%
LWM
15
Lighthouse Wealth Management
Ohio
$10.1M +$277K +4,675 +3%
ME
16
McIlrath & Eck
Washington
$8.98M +$343K +5,798 +4%
BFF
17
Byrne Financial Freedom
Massachusetts
$7.4M +$148K +2,510 +2%
PA
18
PFG Advisors
Arizona
$6.57M +$318K +5,381 +5%
GWM
19
Geneos Wealth Management
Colorado
$5.97M -$301K -5,083 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.77M +$210K +3,547 +4%
TF
21
Tandem Financial
Colorado
$5.13M +$5.24M +88,623 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.88M +$879K +14,865 +21%
PFA
23
Professional Financial Advisors
Nebraska
$4.32M +$4.41M +74,557 New
IAA
24
Independent Advisor Alliance
North Carolina
$4.15M +$4.24M +71,730 New
WIA
25
World Investment Advisors
California
$4.05M +$146K +2,475 +4%