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Invesco RAFI Strategic US ETF

97 hedge funds and large institutions have $362M 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, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4.23% less ownership

Funds ownership: 61.35%57.12% (-4.2%)

43% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 46

Holders
97
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
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3.03M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.45M
NWM
28
Nova Wealth Management
Florida
$2.25M
DFA
29
Davies Financial Advisors
California
$1.97M
SFG
30
Sovereign Financial Group
Connecticut
$1.92M
AC
31
AIFG Consultants
New York
$1.78M
SPIA
32
Steward Partners Investment Advisory
New York
$1.75M
CA
33
CoreCap Advisors
Michigan
$1.61M
SAW
34
Signal Advisors Wealth
Michigan
$1.5M
LFG
35
Larson Financial Group
Missouri
$1.49M
FWM
36
Foguth Wealth Management
Michigan
$1.48M
Bank of America
37
Bank of America
North Carolina
$1.4M
BCG
38
Breakwater Capital Group
New Jersey
$1.36M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.23M
CAG
40
Centerpoint Advisory Group
Kansas
$1.09M
BCI
41
Brinker Capital Investments
Pennsylvania
$968K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$864K
EH
43
Equitable Holdings
New York
$823K
NA
44
NewEdge Advisors
Louisiana
$748K
RW
45
RVW Wealth
California
$740K
AFG
46
Atomi Financial Group
New York
$712K
RWA
47
Redhawk Wealth Advisors
Minnesota
$676K
Citadel Advisors
48
Citadel Advisors
Florida
$667K
IWC
49
Integrated Wealth Concepts
Massachusetts
$575K
SPC
50
Sigma Planning Corp
Michigan
$561K