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Invesco RAFI Strategic US ETF

96 hedge funds and large institutions have $416M invested in Invesco RAFI Strategic US ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
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
SIM
26
Synergy Investment Management
Florida
$2.75M
NWM
27
Nova Wealth Management
Florida
$2.46M
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.46M
Bank of America
29
Bank of America
North Carolina
$2.07M
SFG
30
Sovereign Financial Group
Connecticut
$1.91M
AC
31
AIFG Consultants
New York
$1.78M
CA
32
CoreCap Advisors
Michigan
$1.7M
SPIA
33
Steward Partners Investment Advisory
New York
$1.55M
BCG
34
Breakwater Capital Group
New Jersey
$1.36M
ES
35
Eagle Strategies
New York
$1.29M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.29M
IA
37
IFG Advisory
Georgia
$1.28M
NA
38
NewEdge Advisors
Louisiana
$1.2M
LFG
39
Larson Financial Group
Missouri
$1.19M
CAG
40
Centerpoint Advisory Group
Kansas
$1.12M
BCI
41
Brinker Capital Investments
Pennsylvania
$987K
RW
42
RVW Wealth
California
$793K
EH
43
Equitable Holdings
New York
$759K
IWC
44
Integrated Wealth Concepts
Massachusetts
$612K
SPC
45
Sigma Planning Corp
Michigan
$603K
EFH
46
Eaton Financial Holdings
Florida
$556K
AF
47
Allworth Financial
California
$552K
GS
48
GTS Securities
New York
$546K
KWM
49
Kingsview Wealth Management
Oregon
$522K
TFS
50
Thoroughbred Financial Services
Tennessee
$505K