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Invesco RAFI Strategic US ETF

93 hedge funds and large institutions have $415M invested in Invesco RAFI Strategic US ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$83.8M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.6M
IDA
3
Intelligence Driven Advisers
California
$36.3M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$34.5M
Osaic Holdings
5
Osaic Holdings
Arizona
$26.1M
Raymond James Financial
6
Raymond James Financial
Florida
$14.3M
KAS
7
Kestra Advisory Services
Texas
$13.8M
MFG
8
Merit Financial Group
Georgia
$13.4M
Goldman Sachs
9
Goldman Sachs
New York
$12.4M
AWA
10
ARQ Wealth Advisors
Arizona
$10.9M
LWM
11
Lighthouse Wealth Management
Ohio
$9.35M
BPA
12
Beacon Pointe Advisors
California
$8.39M
ME
13
McIlrath & Eck
Washington
$7.52M
PWM
14
Prosperity Wealth Management
California
$7.11M
MML Investors Services
15
MML Investors Services
Massachusetts
$6.99M
BFF
16
Byrne Financial Freedom
Massachusetts
$6.97M
BI
17
Berkeley Inc
Idaho
$6.43M
GWM
18
Geneos Wealth Management
Colorado
$5.82M
PA
19
PFG Advisors
Arizona
$5.2M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.96M
TF
21
Tandem Financial
Colorado
$4.12M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.11M
WIA
23
World Investment Advisors
California
$3.46M
RBWA
24
RFG - Bristol Wealth Advisors
Massachusetts
$3.34M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.26M