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Invesco RAFI Strategic US ETF
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Overview Fund Activity

45 hedge funds and large institutions have $107M invested in Invesco RAFI Strategic US ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
18
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.78M
3
AWM
3
AE Wealth Management
Kansas
$2.19M
4
GWM
4
Geneos Wealth Management
Colorado
$3.06M
5
KAS
5
Kestra Advisory Services
Texas
$1.3M

Top Sellers

1
ME
1
McIlrath & Eck
Washington
$3.58M
2
RJA
2
Raymond James & Associates
Florida
$1.74M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$218K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$226K
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$446K 11,186 +4,031 +56%
IF
27
Intrua Financial
Texas
$445K 11,175 +539 +5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$319K 8,000 +8,000 New
AP
29
Advisors Preferred
Maryland
$272K 6,863 +3,770 +122%
MML Investors Services
30
MML Investors Services
Massachusetts
$226K 5,674 -10,533 -65%
SG
31
StoneX Group
New York
$220K 5,536 +5,536 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$218K 5,472 -10,699 -66%
WFA
33
WMG Financial Advisors
Tennessee
$210K 5,260 – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$195K 4,900 +4,620 +1,650%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$141K 3,545 +3,545 New
GRP
36
Global Retirement Partners
California
$64.7K 1,649 +646 +64%
BCMLT
37
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.7K 1,324 – –
AIM
38
Anchor Investment Management
South Carolina
$37.4K 940 +940 New
Bank of America
39
Bank of America
North Carolina
$29K 729 +729 New
AF
40
Advisornet Financial
Minnesota
$22K 552 – –
HI
41
Harbour Investments
Wisconsin
$11.1K 279 +276 +9,200%
PTC
42
Private Trust Company
Ohio
$7.37K 185 -146 -44%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$4.83K 121 -1 -0.8%
Citigroup
44
Citigroup
New York
$4.78K 120 +120 New
TRCT
45
Tower Research Capital (TRC)
New York
$199 5 +5 New
Wells Fargo
46
Wells Fargo
California
– – -1 Closed
UBS Group
47
UBS Group
Switzerland
– – -3,879 Closed
CF
48
Centaurus Financial
California
– – -2,470 Closed
WP
49
WealthPLAN Partners
Nebraska
– – -283 Closed
Morgan Stanley
50
Morgan Stanley
New York
– – -1 Closed
1
2
3