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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 %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3.03M 58,901 +27,115 +85%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.45M 47,630 +8,885 +23%
NWM
28
Nova Wealth Management
Florida
$2.25M 43,665 +10,603 +32%
DFA
29
Davies Financial Advisors
California
$1.97M 38,320 -4,865 -11%
SFG
30
Sovereign Financial Group
Connecticut
$1.92M 37,330 -1,813 -5%
AC
31
AIFG Consultants
New York
$1.78M 34,518 -1,259 -4%
SPIA
32
Steward Partners Investment Advisory
New York
$1.75M 33,948 -3,544 -9%
CA
33
CoreCap Advisors
Michigan
$1.61M 31,331 -766 -2%
SAW
34
Signal Advisors Wealth
Michigan
$1.5M 29,029 -74,397 -72%
LFG
35
Larson Financial Group
Missouri
$1.49M 28,893 -132 -0.5%
FWM
36
Foguth Wealth Management
Michigan
$1.48M 28,664 -79,384 -73%
Bank of America
37
Bank of America
North Carolina
$1.4M 27,160 -12,370 -31%
BCG
38
Breakwater Capital Group
New Jersey
$1.36M 26,395 +11,036 +72%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.23M 23,536 +16,336 +227%
CAG
40
Centerpoint Advisory Group
Kansas
$1.09M 21,232 -1,720 -7%
BCI
41
Brinker Capital Investments
Pennsylvania
$968K 18,789 -222 -1%
EH
42
Equitable Holdings
New York
$823K 15,981 -1,171 -7%
NA
43
NewEdge Advisors
Louisiana
$748K 14,530 -658 -4%
RW
44
RVW Wealth
California
$740K 14,367 -35 -0.2%
AFG
45
Atomi Financial Group
New York
$712K 13,828 +13,828 New
RWA
46
Redhawk Wealth Advisors
Minnesota
$676K 13,130 -1,087 -8%
Citadel Advisors
47
Citadel Advisors
Florida
$667K 12,944 -2,150 -14%
IWC
48
Integrated Wealth Concepts
Massachusetts
$575K 11,157 +17 +0.2%
SPC
49
Sigma Planning Corp
Michigan
$561K 10,900 -356 -3%
LIG
50
Lokken Investment Group
Delaware
$550K 10,689 +3,048 +40%
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