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Invesco RAFI Strategic US ETF
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Overview Fund Activity

42 hedge funds and large institutions have $127M invested in Invesco RAFI Strategic US ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
17
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Aveo Capital Partners
Colorado
$20.7M
2
SAW
2
Signal Advisors Wealth
Michigan
$4.02M
3
LPL Financial
3
LPL Financial
California
$27.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.03M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.8M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
RJA
2
Raymond James & Associates
Florida
$478K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$370K 8,552 +552 +7%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$314K 7,244 +7,244 New
WFA
28
WMG Financial Advisors
Tennessee
$228K 5,260 – –
DAS
29
Dynamic Advisor Solutions
Arizona
$211K 4,915 +4,915 New
GRP
30
Global Retirement Partners
California
$181K 4,198 +2,549 +155%
HI
31
Harbour Investments
Wisconsin
$105K 2,424 +2,145 +769%
CF
32
Centaurus Financial
California
$103K 2,380 +2,380 New
UBS Group
33
UBS Group
Switzerland
$52K 1,202 +1,202 New
PS
34
Principal Securities
Iowa
$42.6K 984 +984 New
AIM
35
Anchor Investment Management
South Carolina
$40.7K 940 – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$39K 900 -4,000 -82%
Wells Fargo
37
Wells Fargo
California
$32.3K 745 +745 New
Morgan Stanley
38
Morgan Stanley
New York
$28K 646 +646 New
AF
39
Advisornet Financial
Minnesota
$14.5K 335 -217 -39%
PTC
40
Private Trust Company
Ohio
$6.54K 151 -34 -18%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$5.25K 121 – –
Citigroup
42
Citigroup
New York
$5.2K 120 – –
AWM
43
AE Wealth Management
Kansas
– – -55,105 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– – -20,533 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– – -19,536 Closed
SPC
46
Sigma Planning Corp
Michigan
– – -14,297 Closed
AWM
47
Axxcess Wealth Management
California
– – -12,807 Closed
CAAS
48
Capital Asset Advisory Services
Michigan
– – -12,546 Closed
AP
49
Advisors Preferred
Maryland
– – -6,863 Closed
SG
50
StoneX Group
New York
– – -5,536 Closed
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