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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
Goldman Sachs
26
Goldman Sachs
New York
$3.88M -$5.32M -89,882 -57%
SIM
27
Synergy Investment Management
Florida
$3.42M +$714K +12,075 +26%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.13M -$2.96K -50 -0.1%
NWM
29
Nova Wealth Management
Florida
$3.08M +$340K +5,741 +12%
GS
30
GTS Securities
New York
$2.97M +$3.03M +51,239 New
Bank of America
31
Bank of America
North Carolina
$2.46M +$101K +1,701 +4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.35M -$13.4K -227 -0.6%
FWM
33
Foguth Wealth Management
Michigan
$2.13M -$1.18M -19,994 -38%
SFG
34
Sovereign Financial Group
Connecticut
$1.97M +$2.43K +41 +0.1%
ES
35
Eagle Strategies
New York
$1.93M +$202K +3,410 +11%
CA
36
CoreCap Advisors
Michigan
$1.63M -$121K -2,039 -7%
AIM
37
Advyzon Investment Management
Illinois
$1.63M +$75.8K +1,281 +5%
CD
38
Capital Developers
North Carolina
$1.59M -$24.1K -407 -1%
CWM
39
CCG Wealth Management
California
$1.57M +$1.36M +22,922 +550%
BCG
40
Breakwater Capital Group
New Jersey
$1.48M +$18.8K +318 +1%
LFG
41
Larson Financial Group
Missouri
$1.4M +$66.8K +1,129 +5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$30.8K -520 -2%
RBWA
43
RFG - Bristol Wealth Advisors
Massachusetts
$1.2M -$1.86M -31,452 -60%
CAG
44
Centerpoint Advisory Group
Kansas
$1.1M -$30.5K -515 -3%
SPIA
45
Steward Partners Investment Advisory
New York
$904K -$99.6K -1,683 -10%
RW
46
RVW Wealth
California
$782K -$44.9K -759 -5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$756K -$235K -3,975 -23%
NA
48
NewEdge Advisors
Louisiana
$746K -$152K -2,564 -17%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$662K +$254K +4,299 +60%
IWC
50
Integrated Wealth Concepts
Massachusetts
$640K +$654K +11,052 New